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Senior Customer Success Manager

2 months ago


Calgary, Alberta, Canada Q2 Full time

About Q2

Q2 is a leading provider of digital banking solutions, serving over 22 million end-users across 1,300 financial institutions and fintech clients globally.

Our Mission

We strive to build strong, diverse communities by strengthening their financial institutions. We achieve this by investing in the communities where our customers and employees live and serve.

What Makes Q2 Special?

We prioritize our employees' growth and development through ongoing learning opportunities, mentorship programs, and internal mobility. We also foster a culture of collaboration and fun, hosting events like our annual Dodgeball for Charity tournament.

The Job At-A-Glance

We seek a Senior Customer Success Manager to oversee the success of a small portfolio of global financial institutions. This role involves building strong relationships with customers and internal partners, understanding their business goals, and aligning Q2 innovations to achieve those objectives.

A Typical Day

  • Build executive relationships and navigate complex organizational structures
  • Provide insights and recommended improvements to our solutions for global FIs
  • Maintain and expand relationships with technology and industry peers for continuous learning
  • Communicate effectively and be a trusted partner
  • Proven ability to communicate with interpersonal and influencing skills across a wide range of people and roles
  • Have a consulting mindset to understand customers' needs
  • Have a keen sense of people's needs, present and anticipated
  • Connect with empathy and a genuine desire to help
  • Lead with strategy and inclusivity
  • Demonstrate strategic and analytical thinking and decision-making skills
  • Formulate Success plans, iterate, and ensure delivery on commitments
  • Collaborate with team and customers to build and deliver meaningful outcomes
  • Provide a depth and breadth of experience in financial services and/or banking technology
  • Apply a track record of creating value and expanding relationships with long-term clients
  • Share best practices on all the above with other team members

Responsibilities

  • Identify and/or develop key relationships across our organization and our customers'
  • Lead client discovery calls to understand customer needs and potential solutions
  • Plan and lead business reviews, including strategies, Q2 roadmaps, and relevant industry best practices to help meet customer growth objectives
  • Lead strategic calls with executives to ensure they stay well informed about Q2, our solutions, services, and innovation and that Q2 is meeting their expectations as a trusted partner
  • Engage with a cross-function of internal teams to proactively ensure the Q2 solutions delivered are understood and optimized and aligned to stated business objectives, celebrating successes and adapting to changes along the way
  • Work in partnership with Customer Experience Managers to build Success Plans that drive usage, adoption, and optimization
  • Collaborate with Implementation/Delivery/Professional Services teams to help understand custom requirements, promote solutions, align executive leadership, and facilitate decisions
  • Draft and deliver proposals that clearly articulate solutions and impact for customers
  • Identify, forecast, and build a pipeline for expansions and incremental customer solutions
  • Lead negotiations of contract renewals and incremental services and/or solutions
  • Represent Q2 at customer events and user group sessions, as needed or assigned
  • Promote Q2 innovations with customers and across industry networks

Requirements

  • Typically requires a Bachelor's degree and a minimum of 12 years of related experience; or an advanced degree with 8+ years of experience; or equivalent related work experience
  • Extensive experience working in commercial banking and/or financial services consulting role, directing complex customer relationships
  • Digital banking technology and/or strategy experience preferred
  • Proven ability to work effectively remotely, and willingness to travel as needed

Benefits

  • Hybrid Work Opportunities
  • Flexible Time Off
  • Career Development & Mentoring Programs
  • Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
  • Community Volunteering & Company Philanthropy Programs
  • Employee Peer Recognition Programs – "You Earned it"