Digital Marketing Client Success Manager
Job Type: Full-time, offshore, remote
About Us
We are a leading engagement platform purpose-built for credit unions and community banks. Our platform helps financial institutions unlock the power of their member data to drive personalized, real-time experiences across digital and mobile channels — all without added complexity.
The Opportunity
We’re looking for a Client Success Manager with a strong background in digital marketing, ideally with experience in an agency environment or within fintech. This person will not only manage accounts but also serve as a true marketing consultant to our clients — helping them translate strategy into execution using our platform.
Many of our clients are digital marketers themselves, using tools like websites, SMS, and email platforms to engage members. We want someone who’s been in their shoes, can speak their language, and is eager to help them get the most out of the platform. You'll combine strategic consulting, platform guidance, and campaign insight to drive success for a portfolio of clients.
If you love solving marketing problems, are curious about AI and its potential in martech, and enjoy building lasting client relationships — this role is for you.

Key Responsibilities
Client Onboarding & Enablement

Lead engaging onboarding sessions and platform training tailored to digital marketers
Educate clients on best practices for segmentation, personalization, and campaign automation

Strategic Account Management

Build trust as a strategic advisor across a portfolio of credit unions and community banks
Proactively drive platform adoption, retention, and customer satisfaction
Understand client goals and guide them in achieving ROI

Campaign Strategy & Execution Support

Act as a digital marketing consultant — translating business goals into actionable campaigns
Guide clients on effective use of mobile, in-app, push, SMS, and email marketing channels

Performance Insights & Optimization

Provide data-backed insights on campaign effectiveness and usage trends
Run quarterly business reviews to showcase value and uncover new opportunities

Scaled Client Enablement & Community

Host group coaching calls, webinars, and workshops for shared learning
Collaborate with internal teams to create educational content and client resources

What You’ll Bring

3–5+ years of experience in digital marketing, account management, or client success
Background in an agency or consulting environment is highly desirable
Ability to have eye-to-eye conversations with clients on marketing strategy and execution
Familiarity with marketing platforms (email, SMS, web, push notifications)
Excellent communicator who can balance strategic guidance with tactical support
Highly organized with strong project management skills
Comfortable working with AI tools or open to quickly learning their application in digital marketing
Tech-savvy with exposure to CRM systems, analytics dashboards, and automation platforms

Bonus Points For

Experience in financial services marketing (credit unions, banks, fintech)
Hands-on knowledge of tools like HubSpot, Salesforce, Braze, Iterable, or similar
Understanding of compliance and regulatory standards in financial marketing (NCUA, FDIC, etc.)
Experience in SaaS or working with martech platforms

If you have worked your way up through digital marketing and are looking for your next challenge, to become a consultant and advisor, we want YOU!

Digital Marketing Client Success Manager (Remote) - 36146347273