Senior Client Success Manager

Job Summary

A company is looking for a Senior Account Manager.

Key Responsibilities

• Own the implementation process for new credit union partners from kickoff to full program deployment
• Serve as the main point of contact for credit union stakeholders and manage ongoing relationships
• Coordinate project timelines, training delivery, and collaborate with internal teams to optimize efforts

Required Qualifications

• 5+ years of experience in client onboarding, partner success, or account management roles
• Prior start-up experience is required
• Background in insurance, Medicare, financial services, or B2B2C platform partnerships
• Experience in collecting and analyzing data for informed decision-making
• Strong skills in PowerPoint, Excel, and project management software like Asana