Why Join Q2?
Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally. Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.
What Makes Q2 Special?
Being as passionate about our people as we are about our mission. We celebrate our employees in many ways, including our “Circle of Awesomeness” award ceremony and day of employee celebration among others! We invest in the growth and development of our team members through ongoing learning opportunities, mentorship programs, internal mobility, and meaningful leadership relationships. We also know that nothing builds trust and collaboration like having fun. We hold an annual Dodgeball for Charity event at our Q2 Stadium in Austin, inviting other local companies to play, and community organizations we support to raise money and awareness together.
The Job At-A-Glance:
Q2 is seeking a Senior Customer Success Manager dedicated to stewarding the success of a portfolio of leading US banks financial institutions leveraging the PrecisionLender platform. In this role, you will be responsible for driving measurable business outcomes for our clients by helping them unlock the full value of Precision Lender’s relationship profitability and pricing solutions.
You will cultivate strong, multi-level relationships with clients and internal partners, developing a deep understanding of each customer’s business goals. By aligning Q2’s innovations with those objectives, you’ll help drive meaningful results and long-term success. Supported by a team of technical and business experts, you’ll serve as a trusted advisor, ensuring consistent delivery of value and building a portfolio of lifelong advocates who expand their use of Q2 solutions.
A Typical Day:
- Build and maintain respectful and collaborative relationships with new and existing clients as assigned, resulting in their retention and expansion
- Participate at the final stages of a new client sales process and at defined points during implementation, not as their primary delivery liaison, but to begin building rapport with the client and to learn more about their business and needs
- Meet with assigned clients regularly to review their usage statistics and bank performance, determine any needs they may have, and position PrecisionLender/Q2 products and services to resolve/meet them
- As fellow members of the account team, partner with PrecisionLender Client Experience Managers to maintain clear communication and a shared plan of client service and success
- Manage client renewals for assigned accounts, including using the renewal event to assess client’s current state and determine additional needs that could be addressed by PrecisionLender/Q2
- Prepare and escalate pricing recommendations, adjustments, and credits through the defined Delegation of Authority (DOA) process
- Develop and negotiate proposals with clients; work with internal counsel to develop and deliver contractual amendments and new contracts
- Generate client interest and participation in PrecisionLender/Q2 events (client conference, user groups, client advisory boards, etc.)
- Secure client references and approve or decline reference requests from account executives and other relationship managers
- Maintain Client detail information in Salesforce (e.g., visit logs, call logs profile updates, client reference status, client retention risk ratings, holiday cards and gifts, etc.)
- Coordinate and deliver product demos and product-specific discussions for existing clients
- Based on feedback from clients, provide input to Product Team on system enhancements and new releases, including support of projects as needed
- Assist clients with documentation for audit requests (i.e. financials, or data from Q2 not posted in the Client portal)
- Coordinate, as needed, with vendor partners to address client requests
- Participate in cross sell campaigns as assigned
- Represent PrecisionLender/Q2 at client events, onsite group sessions, as needed or assigned
- Responsible for ensuring that all security, availability, confidentiality, and privacy policies and controls are adhered to
Bring Your Passion, Do What You Love. Here’s What We’re Looking For:
- Bachelor's Degree and a minimum of 8 years of Business to Business or Business to Consumer relationship management experiences
- In depth experience supporting clients
- Minimum 4 years’ direct experience managing strategic accounts
- Banking or banking software experience required
- Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment
- Proven executive relationship building skills and experience maneuvering within C-level structure of a large account
- Articulate, thorough, and process-minded individual
This position requires fluent written and oral communication in English.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Q2’s compensation reflects the cost of labor across a variety of U.S. geographic markets, and we pay based upon the applicant’s geographic location as well as job-related knowledge, skills and experience.
This position is an exempt position and the range for this position for New York City, Seattle and the San Francisco Bay Area-based roles is $107,000.00-$139,000.00For New York state (outside New York City), Washington state (outside Seattle), California (outside the San Francisco Bay Area), and Colorado-based roles, the anticipated base salary range for this position is $92,000.00-$128,000.00Your recruiter can share more about the specific salary range for the applicant’s actual geographic location during the hiring process. Salary ranges for Sales positions are expressed as total target compensation (TTC = base + commission). A variable bonus and/or restricted stock unit grant may be provided as part of the compensation package in addition to a range of medical, financial, and/or other benefits, dependent on the position offered.
Health & Wellness
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs
Employee Peer Recognition Programs – “You Earned it”
Click here to find out more about the benefits we offer.
Our Culture & Commitment:
We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized. And our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being. Click here to find out more about the benefits we offer. Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more). We believe in making an impact—in the industry and in the community.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.
Applicants in California or Washington State may not be exempt from federal and state overtime requirements
Top Skills
What the Team is Saying
What We Do
Want to feel truly valued at work? Check out Q2! Our unique company culture and super-hero employees, are what sets us apart. We know how to get it done and still have fun! Q2 builds the leading mobile banking software platform serving Credit Unions, Banks (large and small), Community Banks and Financial Institutions. Our mission is to build stronger and diverse communities by strengthening their financial institutions. Q2 prioritizes innovation, collaboration and celebrating our employees who make our mission successful. Q2 is a national "Best Place to Work" Award winner 3 years running! Join our "Circle of Awesomeness"! #Q2Peeps
Why Work With Us
Nothing builds trusting, collaborative relationships like a fun atmosphere and a shared sense of purpose. Q2 is known for our collaborative, friendly and mission driven culture. We prioritize career development and employee recognition. We value our customer relationships and our global impact.
Gallery
Q2 Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our hybrid work environment allows us to work, where we work best! Employees can choose when to work from home and when to work in-person. Q2 also has a few specific days a month, where functional groups are in office collaborating together.
