Associate Client Success Manager

Lead the Way to Intelligent Banking with Us!

You might not think about what happens behind the scenes when you check your bank balance or deposit a check from your phone but we do. Every day.

Kinective empowers banks and credit unions to move beyond keeping up with technology to shaping the future of banking. Our platform seamlessly connects the right tools delivers real-time data and drives smarter operations for more than 4000 financial institutions nationwide. We are a fast-growing team built on individual ownership company-wide collaboration and setting industry-leading standards. Here new ideas are encouraged candid feedback is welcomed and your growth truly matters as much as the companys. At Kinective we are leading the way to intelligent banking together and enjoying the journey along the way.

Why This Role Matters

The Associate Customer Success Manager supports the Client Success team in delivering a consistent proactive and high-quality experience for Kinective Clients. This role helps manage day-to-day Client engagement adoption activities reporting meeting preparation follow-up and internal coordination while developing the skills needed to progress into full Customer Success Manager ownership.

The Associate CSM works closely with a Team Lead CSM who provides coaching prioritization and oversight for strategic account plans executive communications renewals expansion opportunities risk mitigation and complex escalations. The Associate CSM owns assigned execution and follow-through while escalating issues early rather than independently committing Kinective to material commercial product or service decisions.

ful candidate must be Client-oriented organized and task-driven with the ability to communicate clearly learn software and processes quickly coordinate across internal teams and build confidence in Client-facing delivery. Performs related duties as directed.

What youll own

• Build productive working relationships with assigned Client contacts and learn their business objectives operating environment and use of Kinective products.
• Serve as a dependable day-to-day contact for routine questions follow-up items and coordination needs within the scope defined by the Team Lead CSM.
• Prepare for Client meetings by gathering status updates open items usage information risks and relevant Client feedback.
• Participate in Client meetings business reviews and adoption discussions as appropriate; document decisions owners and next steps.
• Partner with Professional Services and internal stakeholders to support smooth Client onboarding and transition-to-success activities.
• Coordinate training enablement product education and follow-up activities that help Clients adopt Kinective products.
• Maintain assigned sections of Client account plans success plans meeting agendas and QBR materials.
• Collect account data milestones stakeholder updates product usage trends and open risks for review with the Team Lead CSM.
• Track progress against agreed actions and escalate overdue blocked or high-impact items.
• Monitor assigned Client health indicators usage patterns support themes feedback and outstanding issues.
• Support the preparation and execution of risk or save plans under the direction of the Team Lead CSM.
• Maintain a calm organized and service-oriented approach when handling urgent or escalated issues.
• Support renewal preparation by maintaining accurate product stakeholder usage issue and engagement information.
• Assist the Team Lead CSM and Sales with renewal planning Client communications and follow-up activities.
• Identify potential cross-sell or upsell signals and route them to the Team Lead CSM and Sales rather than independently negotiating or promising commercial terms.
• Capture Client feedback requests pain points and recurring themes in a clear and actionable manner.
• Maintain accurate CRM and Client Success records including contacts activities meeting notes action items risks and success milestones.
• Use established templates playbooks processes and reporting tools consistently.
• Contribute to team initiatives process improvements and documentation under the guidance of the Team Lead CSM or Client Success leadership.
• Escalate issues that are high-impact time-sensitive commercially sensitive outside established process or likely to affect Client retention or trust.

How Well Measure Success

• Builds productive working relationships with Clients the Team Lead CSM and internal partners.
• Keeps CRM records account information meeting materials action items and Client health information accurate and current.
• Completes assigned work on time and communicates early when support clarification or escalation is needed.
• Helps Clients make progress toward adoption enablement and agreed success milestones.
• Supports organized well-prepared Client meetings business reviews renewal activities and follow-up.
• Identifies emerging risks feedback themes and growth signals and routes them to the appropriate owner.
• Demonstrates growing ownership confidence judgment and understanding of Client Success practices.

Success here isnt about checking boxes its about propelling Kinectives mission to lead the way to intelligent banking. You must bring excellence to your craft balance resourcefulness with respect share and celebrate unique expertise and diverse perspectives and continuously raise the bar as we innovate and grow.

Pay Benefits & Total Rewards

$60000 $80000 with a 10% bonus potential

The salary range listed reflects the minimum and maximum for this role. Individual compensation is based on experience qualifications job-related skills location and internal equity and most offers are not made at the top of the range.

Base pay is one part of Kinectives Total Rewards package. Depending on the role employees may also be eligible for bonuses commissions or equity. All employees have access to a competitive benefits package designed to support health well-being and financial security including:

• Comprehensive health coverage (medical dental vision prescriptions life & disability)
• Flexible PTO 11 company holidays and generous parental and caregiver leave
• An immediately vested 401(k) with company contributions
• Wellness resources and professional development opportunities

If youve made it this far wed love to hear from you. Click Apply to start the conversation even if youre not sure you check every box. Learn more about Kinective at .

Please note that this role does not currently offer sponsorship opportunities.