Client Success Manager
New York City, NY
Mid-level · Full time
$11-130K
Posted 3 years ago
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Alloy is where you belong!

Alloy is a leading provider of digital identity management and supports innovative fintech companies and banks to manage KYC, AML, and other components of customer onboarding. Alloy’s single API enables its clients to access over 50 third party data sources in real-time to improve decision-making and streamline customer experiences. We're backed by venture capital firms that have taken countless companies to IPO like Canapi Ventures, Bessemer Venture Partners, Primary Venture Partners, Eniac Ventures, and others and well positioned to bring on incredibly talented individuals to help take us to the next level! Come join one of Inc. Magazine's Best Workplaces to work!

Why we’re hiring

Alloy is seeking to hire a candidate with strong relationship management skills and has experience and/or demonstrated interest in the banking/fintech/compliance/regulatory space. You will join our client success team and assist with our rapidly growing customer base. 

We have to make our clients feel as special and loved as they are while also moving quickly and keeping track of all the moving parts. As CSM, you will work with the client on strategy as they work through implementation with your colleagues in Professional Services. Post go-live, you will own the relationship with the client during their tenure with Alloy to ensure that they are using Alloy well, happily, and eagerly to expand the relationship.

What you’ll be doing

  • Owning a portfolio of accounts where you are the main point of contact
  • Proactively managing your portfolio of accounts with regular meetings, mapping the organization, engaging a variety of stakeholders, and being (or becoming) an expert in Alloy and our industry
  • Identifying upsell opportunities for your accounts and partnering with sales to close that revenue
  • Create and present QBRs and SBRs for your accounts on a timely basis with substantive value adds and strategy
  • Keep a tab on the client health of your portfolio and action when appropriate
  • Attend industry conferences, network and build relationships in person (pandemic pending) 
  • Work with marketing to create and publish case studies, host client-oriented webinars, etc.

What we are looking for

  • 3+ years experience in Client Success
  • Experience in the fintech or banking sector preferred, or another highly regulated industry
  • Self-motivated, analytical, and ambitious with an entrepreneurial spirit
  • Proficiency working with a technical (API driven) product
  • Excellent communication, organizational, time-management and prioritization skills
  • Ability to multitask and work in a dynamic, fast-growing environment
  • A passion for improving digital financial services and the identity landscape
  • Desire to work with a small but growing team

We're a lean team, so your impact will be felt immediately. If this all sounds like a good fit for you, why not join us?

Benefits and Perks!

  • Unlimited PTO and we are remote until 2021*
  • Company Paid Medical, Dental, Vision Benefits
  • 401k with 100% match up to 4%
  • $500 to just set up your WFH space - a one time thing
  • Annual Professional Development Budget
  • Annual Citi Bike Membership
  • Monthly Commuter Budget 
  • Monthly stipend for groceries from Public Goods
  • Weekly lunch allowance on Seamless
  • Contribution to Lifetime, NYSC, or ClassPass
  • Four Free Therapy Sessions

How to Apply

Apply right here. You've found the application!

Alloy is proud to be an equal opportunity workplace and employer. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status.

Alloy
Alloy is a developer of an identity verification platform used to detect fraud and make identity management effective and simple for banks.
Size:  101-250 employees
Funding Level:  Mid-stage Startup
Total Amount Raised:  $155.8 M
Year Founded:  2015
Investors
Lightspeed Venture Partners
Felicis Ventures
Techstars
Right Side Capital Management
Bessemer Venture Partners
Soma Capital
Correlation Ventures
Alpha Edison
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