Extractable is a digital strategy, design, and data analytics consultancy focused on the future of financial services.

Customer Success Account Manager

Account ManagerSalesFull TimeRemoteTeam 11-50Since 1999H1B No SponsorCompany Site LinkedIn

Location

California

Posted

11 days ago

Salary

$85K - $110K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Serve as the primary strategic contact for an assigned portfolio of credit union and community bank clients, building trusted advisor relationships with key stakeholders and C-suite executives • Conduct regularly scheduled executive business reviews to align on goals, review platform performance metrics, and identify opportunities for deeper engagement • Proactively identify and address risks to client satisfaction and retention before they escalate • Partner with clients and internal teams during onboarding to ensure a seamless, successful implementation of the Finalytics.ai platform • Set clear milestones, communicate progress, and advocate for client needs across product, engineering, and support teams • Identify opportunities for clients to expand their use of Finalytics.ai products and services to drive additional member value and revenue outcomes • Collaborate with the sales team on renewal strategy, upsell opportunities, and referrals within the client's network • Own retention and expansion KPIs for your portfolio and report progress to internal and client leadership • Proactively share best practices, platform updates, personalization strategies, and relevant industry insights with assigned clients • Educate clients on how to maximize the Finalytics.ai platform beyond day-to-day usage - driving innovation, efficiency, and member growth • Represent Finalytics.ai at industry conferences and events as a subject matter expert in personalization and member engagement • Partner with internal teams, including product, marketing, and engineering, to surface client feedback, prioritize enhancements, and improve the overall customer experience • Contribute to the continuous development of account management processes, playbooks, and best practices • Report on portfolio health metrics, retention performance, and quarterly initiative progress to internal leadership

Job Requirements

5+ years of experience in account management, customer success, or client services - ideally within a SaaS, fintech, or financial services environment
Demonstrated track record of meeting or exceeding retention, satisfaction, and revenue expansion targets
Experience managing relationships with executive and C-suite contacts at client organizations
Familiarity with the credit union or community banking sector is a strong plus
Exceptional communication, presentation, and active listening skills, comfortable leading executive-level conversations, and translating complex concepts into actionable insights
Strong analytical mindset; able to use data and platform metrics to tell a compelling story about client performance and opportunity
Highly organized with the ability to manage a large client portfolio and multiple concurrent priorities without sacrificing quality or attention to detail
Consultative approach to client engagement, proactively identifying challenges and opportunities rather than waiting to be asked
Proficiency with CRM platforms (Salesforce, HubSpot, or similar) and standard business productivity tools
Self-directed and comfortable working autonomously in a remote, fast-moving startup environment
Bachelor’s degree in Business, Marketing, Finance, Communications, or a related field — or equivalent professional experience

Benefits

Comprehensive health, dental, and vision insurance — 90% employer-paid
401(k)
Paid Time Off: 10 vacation days (increasing with tenure) + 7 sick days + 10 company holidays
100% remote work environment