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Client Success Manager

TrueML· TrueML – Sales
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Remote$80k - $105kFull-timePosted 4w ago

About the role

Senior Client Success Manager responsible for a portfolio of ~15 enterprise clients across fintech and financial institutions, driving product adoption, renewals, and revenue growth.

Responsibilities

  • Drive Portfolio Retention & Expansion: Execute strategic account plans to maximize Gross and Net Revenue Retention, prevent logo churn, and uncover opportunities to scale account placement volumes.
  • Convert Pilots into Long-Term Contracts: Align clients on pilot success criteria, track performance metrics, and build compelling business cases to convert pilot programs into long-term commercial agreements.
  • Lead Strategic Discovery & Business Reviews: Conduct Monthly and Quarterly Business Reviews, using consultative discovery to understand client business models, uncover unmet needs, and demonstrate measurable ROI.
  • Build Multithreaded Partnerships: Establish trusted relationships with key client decision-makers across executive, technical, operational, and procurement teams.
  • Orchestrate Cross-Functional Teams: Collaborate internally with Product, Engineering, Sales, Operations, Legal, and Compliance to solve complex client challenges and advance expansion initiatives.
  • Manage Account Health & Revenue Forecasting: Monitor portfolio health metrics, identify renewal risks early, and maintain accurate forecasts for revenue, expansions, and pilot conversions within Salesforce.

Qualifications

  • 5+ years of enterprise client success or account management experience within SaaS, fintech, financial services, payments, or debt collections.
  • Strong grasp of recurring revenue models and proven success managing retention, expansion revenue, GRR, NRR, and pilot conversions.
  • Ability to interpret complex performance data, build value-driven recommendations, and lead discussions with both technical operators and C-suite executives.
  • Cross-Functional leadership and collaboration to deliver on client commitments without formal authority.
  • Hands-on experience using Salesforce and client health monitoring platforms.

Skills

Required:Enterprise client success managementCommercial & SaaS metricsAnalytical presentation

Benefits

  • Flexible vacation
  • Medical/dental/vision insurance
  • Traditional/Roth retirement savings options
  • Company-paid disability and life insurance
  • Flexible Spending Account & Limited FSA
  • Family-friendly parental leave, volunteer and voting time off
  • On-demand wellness platform access for you and 5 friends and family
  • PerkSpot discount program for 900+ merchants nationwide
Last updated Oct 21, 2026. Interested? Apply on the company site.

About TrueML

Fintech Solutions for Debt Collection

TrueML makes financial technology that prioritizes customer experience and revolutionizes the experience of consumers seeking financial health.

FintechDebt CollectionFinancial TechnologyCustomer Experience
Company profileWebsite

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