Client Success Manager II, Data & Marketing
Alkami TechnologyAlkami is the digital sales and service platform provider for U.S. banks and credit unions. Our unified Platform integrates onboarding, digital banking, and data and marketing—each solution can stand alone, but together they deliver more—to help institutions onboard, engage, and grow relationships. As the future shifts toward Anticipatory Banking, we help data-informed bankers meet the moment with technology that drives action.
Founded in 2009, we continue to be recognized for our intentional culture and tremendous growth (Best Place to Work in Fintech; Best & Brightest to Work For Nationally; and Comparably’s Best Company Culture, Best Career Growth, Best Engineering Team, and Best Places to Work in Dallas, among others). We’re building a culture where each Alkamist can perform to their highest potential, and we’re always on the lookout for the best and brightest minds. If you’re ready to experience the power of alchemy - transforming the ordinary into the extraordinary - come join one of the fastest growing SaaS companies in the U.S.
As a remote-first company, most of our positions can be remote in the US, except for key roles, which will be indicated in the Job Title.
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As a Client Success Manager II, Segmint Data & Marketing – Onboarding & Adoption, you focus on helping new and expanding clients successfully onboard to the Segmint Data & Marketing platform and rapidly ramp up to confident, self-directed usage. You serve as the primary consultative partner from client kickoff through early adoption, coordinating onboarding activities, delivering tailored training, and driving time-to-value so clients are ready for a smooth handoff into long-term strategic management.
In this role, you will primarily manage a structured portfolio of onboarding projects, maintain a secondary book of business, ensure clients know how to use the platform to achieve their marketing and growth objectives, and minimize friction in the early stages of the client lifecycle.
Essential Duties & Responsibilities
Serve as the primary Client Success point of contact for new Segmint Data & Marketing clients from kickoff through go-live and early adoption, including ownership of a secondary book of business demonstrating overall solution value ROI.
Partner closely with Implementation, Data Integration, and other internal teams to coordinate client success deliverables.
Lead or co-lead client kickoff and discovery sessions to clarify objectives, use cases, marketing programs, and success criteria.
Track and communicate status, risks, and next steps with both clients and internal partners to keep onboarding and client adoption on schedule.
Validate that key elements of the client environment (data feeds, configurations, user access, initial campaigns, etc.) are in place prior to training and go-live.
Collaborate with Implementation and technical teams to confirm readiness for production launch and mitigate risks before go-live.
Develop and deliver structured training sessions for client stakeholders (admins, marketers, analysts, day-to-day users) tailored to their use cases including how-to guides and best-practices checklists.
Host office hours, Q&A sessions, and working sessions to reinforce learning, answer questions, and demonstrate practical workflows in the platform.
Assess client checkpoints using the data and marketing platform to drive self-sufficiency and reduce reliance on ad hoc help.
Monitor product engagement and early health metrics for new clients, using data to identify adoption gaps, risks, and “quick win” opportunities.
Guide clients through initial campaign setup and activation, ensuring efforts align with their marketing strategies and measurable goals.
Conduct early-stage check-ins that connect platform usage to emerging value, reinforcing ROI and next-step priorities.
Prepare a concise but complete transition package for the long-term Strategic/Senior CSM (e.g., key contacts, objectives, current campaigns, strategy, risks, and “path to green” actions).
Lead or participate in a formal handoff meeting that includes the client and the receiving CSM, clearly explaining roles, expectations, and upcoming milestones.
Maintain accurate, up-to-date records of onboarding history, decisions, and success plans in Customer Success tools (e.g., Gainsight, Salesforce, Jira).
Contribute feedback and insights to refine onboarding playbooks, templates, and standard operating procedures for the Data & Marketing solution including collaboration with internal teams to improve the end-to-end onboarding and adoption experience.
Participate in internal initiatives that increase scalability, reduce time-to-value, and strengthen the overall Client Success motion.
Be willing to travel up to 25% as needed to meet client and business requirements.
Required
Experience working directly with B2B clients in a consultative, relationship-oriented role.
3–5+ years of relevant experience in Client Success, Account Management, Marketing Strategy, Implementation, or related client-facing roles.
Familiarity with digital marketing tactics (e.g., email, programmatic, targeting, segmentation) and how data informs campaign strategy and measurement.
Demonstrated ability to explain technical or data-driven concepts in clear, business-friendly language to non-technical stakeholders.
Proven success in managing concurrent projects, deadlines, and stakeholders with a high degree of organization and follow-through.
Strong communication and presentation skills, including comfort leading client meetings, training sessions, and onboarding workshops.
Proficiency using Customer Success and collaboration tools (e.g., Gainsight, Salesforce, Google Workspace, Jira, Confluence, Slack).
Ability to ramp up quickly and perform in a fast-paced, evolving environment while maintaining a high level of client service.
Preferred
Experience with financial institutions, digital banking, or fintech solutions.
Hands-on exposure to data-driven marketing platforms, marketing automation tools, or customer intelligence solutions.
Familiarity with financial technology
Cool Things to Know
Not Just Any Company: Alkami has an awesome diverse and inclusive environment. We have a FUN culture and offer great benefits, including remote-first environment, unlimited paid time off, 401(k) with employer match, and more.
Work Authorization: We cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Recruiters: We are not looking for outside recruiting firms to help us in this search. Thank you for understanding.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
The Important Stuff
Alkami Technology is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Alkami is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Alkami are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Alkami will not tolerate discrimination or harassment based on any of these characteristics. Alkami encourages applicants of all ages.
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