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January · 2 months ago

Senior Client Success Manager

New York City

Full-time

Onsite

Mid, Senior Level

$120K/yr - $170K/yr

4+ years exp

January is transforming the lives of consumers by bringing humanity to consumer finance. As a Senior Client Success Manager, you will enhance client relationships and drive strategic insights to improve product offerings and client service.

Consumer LendingCreditFinancial ServicesFinTechOnline Portals

Responsibilities

Own strategic accounts as primary relationship owner, anticipating client needs and building trust through transparency during both wins and crises

Identify patterns across your book of business and act as intelligence engine for Product and Account Management, translating frontline insights into product roadmap decisions and surfacing expansion opportunities

Lead monthly performance reviews that teach clients something new, moving beyond reporting to diagnosing root causes and proposing evidence-based solutions

Coordinate audit processes end-to-end with zero missed deadlines and resolve complex issues with speed and clarity

Turn individual client wins into repeatable playbooks and partner with Client Operations to fix systemic friction

Document what works and elevate team performance through knowledge sharing and scalable processes

Qualification

B2B client successStrategic account managementAnalytical capabilitySQLExcelBI toolsCross-functional influenceProcess innovationKnowledge sharingRelationship management

Required

4+ years in high-touch B2B client success, strategic account management, or management consulting with enterprise clients - deep experience with fewer strategic accounts vs. managing long lists of transactional relationships

Track record of controlling narratives with enterprise clients during both wins and crises: maintained trust when things broke, preempted escalations through transparency, turned detractors into advocates

Demonstrated analytical capability: used SQL, Excel, or BI tools (Mode, Looker, Tableau) to structure messy client data into insights that changed behavior - not just reported metrics but diagnosed problems

Cross-functional influence without authority: partnered with Product, Operations, Compliance to ship improvements that became team-wide best practices - drove outcomes, not just flagged issues

Evidence of improving client outcomes through process innovation: built systems that scaled beyond their book of business, turned individual wins into repeatable playbooks