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Sr. Manager, Client Success

FundThrough is looking for an experienced Client Success (CS) leader with a passion for growing and leveraging CS to maximize revenue opportunities. The Sr. Manager, Client Success will be responsible for building a strong CS function, defining objectives and timelines, establishing repeatable, data-driven practices, and overseeing initiatives that drive meaningful revenue and retention.

Reporting to the Head of Revenue, the ideal candidate will operate at a strategic level to uncover new revenue opportunities and enhance the experience for existing clients.

Responsibilities:

  • Lead a high performing and motivated Client Success team (Account and Key Account Managers), creating an innovative, results-driven, and vibrant culture. 
  • Own and drive Client Success team roadmap and OKRs, setting and monitoring objectives and key results, creating and iterating on strategies, and working cross-functionally to achieve goals.
  • Analyze internal and external data to understand where there are opportunities to optimize revenue KPIs such as client utilization, retention, NPS, and beyond.
  • Partner with internal stakeholders (Product, Engineering, Marketing, Partnerships, Operations, Risk, Credit etc.) to develop and adjust ideal client profiles, identify super users, share and analyze client feedback, resolve escalations, improve products, processes, and policies to enhance client experience and drive repeat client revenue and retention.  
  • Develop and oversee (along with marketing) campaigns and strategies to maximize client retention and LTV, including promoting new features or capabilities. 
  • Collaborate with Revenue Operations to develop client health scores, monitor product adoption and engagement, and report to senior leadership team.
  • You have 5+ years experience managing and growing a revenue generating client success team including hiring, training, coaching and nurturing talent.
  • You have a proven track record of measuring and improving key metrics such as recurring revenue, retention, utilization, NPS and client satisfaction. 
  • You have a demonstrated ability to design and implement systems, tools and processes, including working cross-functionally with other teams such as engineering, sales and operations.
  • You are a team player who possesses a desire and ability to work in a fast-paced, goal oriented, high growth sales environment. 
  • You are creative, results oriented, and a self-starter. 
  • You have a strong bias for action, an ability to juggle multiple priorities, and can build a sense of urgency in a dynamic environment. 
  • Bonus: Prior experience with FinTech and/or startups. 
  • Opportunity to leave your mark on a growing startup
  • An incredibly diverse team of brilliant minds from all over the world
  • Competitive compensation, including stock options
  • Health benefits
  • Family-friendly policies
  • Flexible work-from-home policy
  • A fully stocked kitchen, birthday treats, and a lunch of your choice every week (one of our values is Fun & Food!)


We understand that Covid has shifted the way we work. Our Downtown Toronto office is open and we encourage FundThrough’ers based within the GTA to use it. For this role ideally, the candidate will be open to hybrid (1-2 days/week in office), though don't let that stop you from applying if you aren't located within commuting distance.

Please note that due to the sensitive nature of the work we do, clearing a criminal record check is a condition of employment.

FundThrough encourages applications from candidates with differing abilities. Please let us know if you require accommodation at any stage in the selection process.

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CEO of FundThrough
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Steven Uster
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Average salary estimate

$100000 / YEARLY (est.)
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$80000K
$120000K

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What You Should Know About Sr. Manager, Client Success, FundThrough

FundThrough is on the lookout for a passionate and experienced Sr. Manager, Client Success to lead our Client Success team and help us maximize revenue opportunities. In this pivotal role, you will be at the center of our mission, building a robust client success function that not only aims at client retention but also uncovers new revenue streams. You’ll thrive in a dynamic environment where your leadership will foster a high-performing team of Account and Key Account Managers. Your responsibilities will include owning the team roadmap, analyzing data to optimize revenue KPIs, and partnering with key internal stakeholders to enhance client experiences. With your strong background in managing and growing a client success team for over 5 years, you're set to define objectives through data-driven practices, and implement systems that drive real results. You'll also have the chance to collaborate on marketing strategies to not just retain clients but to elevate their lifetime value significantly. If you are eager to innovate and make a mark in a fast-paced, high-growth startup environment at FundThrough, we want to hear from you! You'll enjoy competitive compensation, stock options, and several unique perks including a family-friendly policy, flexible work-from-home arrangements, and of course, our core value around Fun & Food. We value diversity and encourage candidates from all backgrounds to apply, whether you can join us in Downtown Toronto or work remotely. If you’re ready to take your career to the next level and create an impact, this is the opportunity for you.

Frequently Asked Questions (FAQs) for Sr. Manager, Client Success Role at FundThrough
What are the responsibilities of the Sr. Manager, Client Success at FundThrough?

As the Sr. Manager, Client Success at FundThrough, you'll be responsible for leading a high-performing Client Success team, analyzing and optimizing revenue KPIs, and collaborating with multiple internal departments to enhance client experiences. Your role will be crucial in establishing objectives, monitoring key results, and driving strategies to promote retention and revenue growth.

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What qualifications are needed for the Sr. Manager, Client Success role at FundThrough?

To qualify for the Sr. Manager, Client Success position at FundThrough, candidates should have at least 5 years of experience in managing a revenue-generating client success team. A proven track record in improving metrics such as NPS, retention, and client satisfaction, as well as experience in a fast-paced, startup environment, is essential.

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How can the Sr. Manager, Client Success impact revenue at FundThrough?

The Sr. Manager, Client Success can significantly impact revenue at FundThrough by defining clear objectives for the team, analyzing data to uncover opportunities for optimizing client engagement, and implementing effective strategies that actively promote client retention and lifetime value.

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What opportunities for professional development are available to the Sr. Manager, Client Success at FundThrough?

At FundThrough, the Sr. Manager, Client Success will have numerous opportunities for professional development including leadership training, mentorship programs, and the chance to work collaboratively with different departments to enhance skills in client relations, marketing strategies, and revenue management.

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Is remote work an option for the Sr. Manager, Client Success position at FundThrough?

Yes, while FundThrough’s office in Downtown Toronto is open, the Sr. Manager, Client Success position allows for flexibility with hybrid work options. Candidates located further away are encouraged to apply without hesitation.

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Common Interview Questions for Sr. Manager, Client Success
Can you explain your experience with building and managing a client success team?

When answering this question, emphasize specific instances where you successfully built a team, detailing your approach to hiring, training, and coaching team members. Highlight metrics that improved as a result of your leadership and the overall culture you created.

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How do you measure the success of a client success team?

Discuss the key performance indicators you consider essential, such as NPS, client retention rates, and utilization metrics. Explain how you monitor these and adjust strategies based on data to continuously improve.

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What strategies have you implemented to enhance client retention?

Share specific strategies that have worked for you, such as personalized outreach, feedback loops, or loyalty programs. Discuss how you analyze data to refine these strategies over time and the positive impact on client relations.

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How do you prioritize tasks in a fast-paced environment?

Outline your method for prioritization, perhaps using frameworks such as Eisenhower Matrix or Kanban boards. Illustrate with examples of how you've successfully managed competing priorities while ensuring team goals are met.

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Can you describe a time when you turned around a struggling client relationship?

Provide a specific example of a challenging client scenario and detail the steps you took to address their concerns. Highlight your ability to listen, communicate effectively, and implement solutions that restored their trust and satisfaction.

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What role does data play in your decision-making process?

Discuss your experience with data analytics tools and how you've used data to drive decisions. Provide an example where data analysis directly influenced your team’s strategy, leading to improved outcomes.

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How do you ensure cross-departmental collaboration?

Share examples of how you have effectively collaborated with other departments, such as Marketing and Operations, to meet shared goals. Emphasize communication strategies, regular meetings, and collaborative projects that benefited the client experience.

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What tools and systems have you implemented to enhance client success?

Talk about any CRM systems, analytics tools, or project management software you have used. Discuss how these tools facilitated better tracking of client interactions, data analysis, and overall strategy implementation.

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How do you stay updated with industry trends in client success?

Highlight your commitment to continuous learning by discussing resources like industry publications, webinars, or networking groups you participate in. Explain how staying informed helps you implement cutting-edge strategies for your team.

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What is your approach to mentoring and developing talent within your team?

Describe your philosophy on team development. Discuss specific mentoring techniques you employ, how you encourage professional growth, and the impact this has on employee retention and team performance.

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FundThrough’s mission is to empower small and medium-sized businesses by bridging cash flow gaps to provide the means for growth operations such as improving facility, hiring, buying equipment/supplies, and fulfilling new orders. We are committed ...

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Full-time, hybrid
DATE POSTED
December 26, 2024

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