Remote
Sales
Full time
Base compensation between 61,700.00 - 92,500.00 Annual
Brinks Texas License #C00550
#R72044
About the Role
We are looking for a proactive and relationship-driven Client Success Manager to oversee and nurture partnerships with our banking partners, while driving referral activity and enhancing the client experience. This role plays a key part in the success of our sales organization by supporting client onboarding, maintaining partner engagement, and driving operational excellence in lead management.
Location: Remote USA
Pay: Base Salary 80,000-106,000 + Sales Incentive Plan (Commission)
The ideal candidate is customer-focused, highly organized, and thrives in a fast-paced, virtual environment. If you enjoy building lasting relationships, solving problems, and driving growth through collaboration, this role is for you.
Key Responsibilities
Client Relationship Management
Conduct monthly check-ins and virtual meetings with banking partners to maintain strong relationships and drive referrals.
Serve as the main point of contact for referred clients to ensure satisfaction and retention.
Guide clients through onboarding, educating them on products and services.
Maintain consistent, transparent communication throughout the sales and onboarding journey.
Address and resolve client issues promptly, escalating when needed.
Build long-term trusted relationship banking partners retail teams and their clients.
Prepare and distribute monthly lead and performance reports; log all partner communications in Salesforce.
Primary point of contact with onboarding- weekly meeting
Sales Support & Lead Management
Collaborate with sales reps to follow up on leads and advance opportunities through the pipeline.
Track and manage lead status in Salesforce; ensure proper attribution to referring partners.
Analyze lead conversion data to identify bottlenecks and recommend improvements.
Optimize communication strategies based on referral performance insights.
Operational Excellence
Oversee day-to-day partner program operations, including onboarding, referral tracking, and reporting.
Proactively request referrals from satisfied clients and promote the referral bonus program.
Coordinate with regional sales reps to drive engagement and send personalized follow-ups.
Maintain accurate Salesforce records, ensuring timely updates and documentation.
Ideal Candidate Profile
Strong communication and interpersonal skills.
Experience working with CRM platforms (Salesforce preferred).
Excellent organizational and time-management abilities.
Confident presenting virtually to partners and clients.
Background in customer success, partnerships, or sales is a plus.
Analytical thinker with a process improvement mindset.
Proactive, detail-oriented, and client-focused.
