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About the Role
Q2 is seeking a Senior Customer Success Manager to manage a portfolio of leading US banks and financial institutions using the PrecisionLender platform. This role focuses on driving measurable business outcomes for clients by helping them leverage relationship profitability and pricing solutions, cultivating strong client relationships, and acting as a trusted advisor to ensure consistent value delivery.
Responsibilities
- Build and maintain respectful and collaborative relationships with new and existing clients, resulting in retention and expansion.
- Participate in the final stages of new client sales processes and during implementation to build rapport and understand client needs.
- Meet regularly with clients to review usage statistics and bank performance, identify needs, and position PrecisionLender/Q2 products and services.
- Partner with PrecisionLender Client Experience Managers to maintain clear communication and a shared client service plan.
- Manage client renewals, assessing current state and identifying additional needs.
- Prepare and escalate pricing recommendations, adjustments, and credits through the defined Delegation of Authority (DOA) process.
- Develop and negotiate proposals with clients, and work with internal counsel on contractual amendments and new contracts.
- Generate client interest and participation in PrecisionLender/Q2 events.
- Secure client references and approve or decline reference requests.
- Maintain client detail information in Salesforce.
- Coordinate and deliver product demos and product-specific discussions for existing clients.
- Provide input to the Product Team on system enhancements and new releases based on client feedback.
- Assist clients with documentation for audit requests.
- Coordinate with vendor partners to address client requests.
- Participate in cross-sell campaigns as assigned.
- Represent PrecisionLender/Q2 at client events and onsite group sessions.
- Ensure adherence to all security, availability, confidentiality, and privacy policies and controls.
Requirements
- Minimum of 8 years of Business to Business or Business to Consumer relationship management experience with a Bachelors degree.
- Minimum 4 years direct experience managing strategic accounts preferred.
- Banking or Banking software experience required.
- Commercial Banking experience preferred.
- Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment.
- Proven executive relationship building skills and experience maneuvering within C-level structure of a large account.
- Articulate, thorough, and process-minded individual.
- Up to 25% travel will be required.
- Fluent written and oral communication in English.
- Applicants must be authorized to work for any employer in the U.S.
- Unable to sponsor or take over sponsorship of an employment Visa at this time.
- Applicants in California or Washington State may not be exempt from federal and state overtime requirements.
Work Type
- Hybrid Work Opportunities
Experience Level
- Senior
Education Level
- Bachelors degree
Benefits
- Health & Wellness
- 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”
About the Company
- Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. and internationally.
- Our mission is simple: build strong and diverse communities through innovative financial technology—and we do that by empowering our people to help create success for our customers.
- We celebrate our employees in many ways through our year-round Q2 ChangeMakers awards program and global moments of recognition and connection.
- We invest in the growth and development of our team members through ongoing learning opportunities, internal mobility, and meaningful leadership relationships.
- We also know that nothing builds trust and collaboration like having fun and giving back together.
- From company-wide volunteer days to events like our Q2 Homecoming Week—featuring learning, community service, and culture-building experiences—we create opportunities to connect, grow, and make an impact.
- We’re proud to foster a supportive, inclusive environment where career growth, collaboration, and wellness are prioritized.
- Our benefits go beyond healthcare—offering resources for physical, mental, and professional well-being.
- Q2 employees are encouraged to give back through volunteer work and nonprofit support through our Spark Program (see more).
- We believe in making an impact—in the industry and in the community.
Equal Opportunity
- We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, or veteran status.