Client Success Manager II, Data & Marketing

In this role, you independently manage client relationships, leverage data-driven insights, and provide strategic guidance to help clients use the platform to drive marketing performance, deepen relationships, and achieve measurable business outcomes. You will translate platform usage into clear value stories, maintain strong stakeholder relationships (including executive influencers), and ensure clients realize ROI that supports long-term retention and loyalty.

If you are passionate about using data and marketing strategy to drive client success and enjoy operating as a trusted advisor, we encourage you to apply.
Essential Duties & Responsibilities

Act as the primary consultative partner for an assigned, complex book of business, aligning the Data & Marketing solution to client business objectives.

Lead regular strategy and planning discussions with day-to-day and senior stakeholders to identify goals, challenges, and key performance indicators.

Provide recommendations on data-driven marketing strategies, campaigns, and best practices that leverage Alkami's Data & Marketing capabilities.

Maintain a strong pulse on client sentiment and advocacy, proactively addressing concerns and reinforcing value.

Regularly analyze client usage and campaign results to produce insights that clearly connect platform activity to growth, engagement, and ROI.

Build and deliver Quarterly Business Reviews (QBRs) for your portfolio, showcasing the value clients are realizing from using the Data and Marketing solution.

Lead client success initiatives for your accounts and across Alkami, ensuring high levels of client satisfaction, engagement, and upsell opportunities that expand Alkami's footprint (e.g., across additional Alkami Service Group products).

Develop and maintain multi-threaded relationships across your accounts, including both operational contacts and executive influencers.

Identify, cultivate, and sustain internal "champions" at client institutions who advocate for Alkami Data and Marketing and support continued adoption and expansion.

Coordinate account engagement across internal stakeholders (e.g., Product, Marketing, Implementation, Support) to present a unified, client-centric experience.

Execute established renewal playbooks and processes (e.g., health reviews, risk identification, path-to-green actions) to support achievement of retention targets.

Maintain accurate, up-to-date client data, activities, and health indicators in Customer Success tools (e.g., Gainsight, Salesforce, Jira).

Follow standardized cadences for touchpoints, QBRs, and internal reviews to drive consistency and accountability across your portfolio.

Develop clear success plans that define client objectives and track progress, ensuring clients achieve their desired outcomes.

Advocate for clients' needs and escalate critical issues to internal leaders and departments, ensuring their voices are heard and their challenges are addressed.

Contribute to internal knowledge-sharing by documenting best practices, playbooks, and repeatable approaches that improve the overall Client Success motion.

Be willing to travel up to 25% as needed to meet client and business requirements.