Client Success Manager II, Data & Marketing

Alkami Technology is a digital sales and service platform provider for U.S. banks and credit unions, recognized for its innovative culture and growth. The Client Success Manager II will focus on onboarding and supporting clients using the Segmint Data & Marketing platform, ensuring they achieve maximum value and a smooth transition to long-term management.

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

Requirements:

• 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
• 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