Client Success Manager

Client Relationship Builder

• Be the friendly face of the company by visiting clients regularly and keeping relationships strong and positive.
• Tackle questions, concerns, and issues from partner institutions with a solutions-first mindset.
• Handle B2C concerns through our ticketing platform and make sure every issue finds its way to resolution.
• Know when to escalate high-impact issues to the right teams so nothing gets stuck.
• Help bring company events to life by supporting attendees—especially our valued existing clients.

Account Growth Champion

• Get to know our clients well by identifying their pain points and matching them with services that truly help.
• Introduce clients to new services that can add value to their business.
• Spot opportunities for growth by leveraging client strengths and expanding existing contracts.
• Reconnect with clients whose contracts are ending—or who’ve been away for a whil...