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About the Role
As a Senior Client Success Manager, you’ll be part of a high-impact team responsible for driving value and trust with some of the most sophisticated financial institutions and fintechs in the world. The CSM team owns the client relationship end-to-end, balancing account strategy, commercial goals, and hands-on product guidance while collaborating across Sales, Product, Engineering, and Technical Success.
Responsibilities
- Own, manage, and grow a portfolio of strategic accounts through a structured client maturity plan
- Serve as the primary strategic advisor to executives, risk leaders, and technical stakeholders across your accounts
- Proactively manage account health through regular meetings, stakeholder mapping, and data-driven insights
- Identify expansion opportunities and partner with Sales to advance and close revenue
- Lead impactful, executive-level QBRs with tailored insights and product guidance to drive tangible outcomes
- Drive retention (GDR, NDR) and ensure clients achieve measurable fraud and risk reduction
- Surface gaps in client usage and work with Technical Success teams to drive consumption and product adoption
- Build in-person relationships at industry events and on-site client visits
- Partner with Product & Engineering by surfacing client needs that help shape Alloy’s future roadmap
- Maintain a deep understanding of Alloy’s platform, APIs, and fraud/risk capabilities to guide clients at an expert level
Requirements
- 5+ years experience in Enterprise SaaS Account Management, Sales or Client Success and working with strategic or enterprise level customers owning retention and growth metrics and running executive business reviews
- Experience working with fintech, banking, API infrastructure, B2B technology, or general financial services products
- Track record of working with technical, API-based products and translating their capabilities for client-facing conversations
- Previous working knowledge in KYC/CIP, AML, fraud prevention and other identity programs preferred
- Strong interpersonal, organizational, time-management and prioritization skills
- Self-motivated, analytical, and empathetic with an entrepreneurial spirit and are endlessly curious about our product and industry
- Analytical acumen and the ability to tell stories from data that tie to clients goals
- Desire to work with a quickly expanding and growing team
Skills
- Enterprise SaaS Account Management
- Sales
- Client Success
- Fintech
- Banking
- API infrastructure
- B2B technology
- Financial services
- KYC/CIP
- AML
- Fraud prevention
- Identity programs
- Interpersonal skills
- Organizational skills
- Time-management skills
- Prioritization skills
- Analytical skills
- Communication skills
Location
- NYC Metropolitan area
Work Type
- Hybrid
Experience Level
- Senior
Salary/Compensations
- $150,000 - $180,000
Benefits
- Unlimited PTO and flexible work policy
- Employee stock options
- Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options
- 401k with 100% match up to 4% of annual employee compensation
- 16 weeks of paid parental leave
- Home office stipend
- Annual learning & development annual stipend
- Well-being benefits include access to ClassPass, OneMedical, UrbanSitter, and Spring Health
About the Company
- Alloy is the AI-powered identity and fraud prevention platform that accelerates onboarding, stops fraud, and scales compliance across the customer lifecycle so financial organizations can grow without limits.
- More than 900 of the world's leading financial institutions and fintechs trust Alloy for smarter risk management that drives growth.
- Through our values: Be Bold, Go Fast, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong.
- Continuously recognized and named one of Inc.Magazine’s Best Workplaces, Forbes America’s Best Startup Employers, Best Fintech to Work for by American Banker, year after year.
Equal Opportunity
- Alloy is proud to be an equal-opportunity workplace and employer. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status.
- We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter.