Full-Time
Senior Client Success Manager
Posted on 3/8/2025
Posh Technologies
51-200 employees
AI solutions for banking customer service
Compensation Overview
$100k - $130k/yr
Senior
Remote in USA
Remote
- 5+ years of Client Success Experience at a SaaS company, in Fintech, and/or in a financial institution
- Excellent communication and interpersonal skills
- Proven strategies for managing difficult situations with clients
- Adept at communicating and partnering cross-functionally with Sales, Product & Engineering teams
- Previous success upselling and cross-selling
- Effectively able to straddle high-level strategic mandates with daily operational tasks
- Comfort using data to prove value and derive meaningful insights for clients
- Operations guru with experience creating frameworks and playbooks from scratch and creating order from chaos
- Ready to roll up your sleeves and get stuff done!
- Serve as a trusted strategic advisor to a portfolio of about 20 clients, helping them uncover innovative use cases, adopt industry-leading best practices, and ensuring each client realizes the value of our solutions
- Develop and execute comprehensive account plans that align our solutions with clients' long-term business objectives
- Proactively identify potential challenges and opportunities within client accounts, crafting strategies to mitigate risks and capitalize on growth potential
- Oversee complex multi-phase product deployments, ensuring they're executed on time and exceed client expectations
- Collaborate cross-functionally with Content Designers, Product Implementation Managers, Product Managers and Engineering teams to orchestrate seamless go-live experiences
- Design materials and lead high-impact alignment / kick-off meetings, business reviews, & strategy sessions tailored to C-suite and senior stakeholders
- Serve as the product expert and lead training sessions to educate your day-to-day contacts
- Meet with clients on a regular basis post-deployment to ensure their continued engagement, retention, and growth
- Spearhead upselling and cross-selling initiatives, consistently achieving quarterly and annual revenue targets
- Collaborate with internal stakeholders on pricing strategies and contract structures that maximize value for both clients and our organization
- Serve as the voice of the client within our organization, advocating for their needs to Product & Engineering
- Play a key role in shaping our Product Roadmap by gathering client feedback, market trends, and competitive insights
- Partner with Product to design and conduct user research, translating findings into actionable product enhancements, and facilitate rollout of new features
- Assist in creating scalable frameworks, playbooks, and best practices that elevate the performance of the entire Customer Success organization
- Experience in Financial Services
- Experience with Conversational AI
- Experience working with Jira, Salesforce, Tableau, etc.
Posh Technologies provides AI-driven solutions specifically designed for the banking sector, focusing on credit unions and community banks. Their main product includes digital and voice bots that assist in customer interactions by answering common questions, routing inquiries to live chat, and completing transactions. This technology allows financial institutions to offer 24/7 customer service, which enhances customer satisfaction and operational efficiency. Posh Technologies differentiates itself from competitors by tailoring its services to the unique needs of smaller financial institutions, helping them save costs and improve their service quality. The company's goal is to transform customer service in banking by providing effective AI solutions that enable clients to operate more efficiently and meet customer demands.
Company Size
51-200
Company Stage
Series A
Total Funding
$27.5M
Headquarters
Boston, Massachusetts
Founded
2018
Simplify's Take
What believers are saying
- Posh secured $45M funding to accelerate AI solution deployment.
- Partnership with Corelation expands reach in credit unions.
- Boston's fintech growth supports Posh's collaboration and expansion.
What critics are saying
- Increased competition from Boston fintech companies like Flywire.
- Challenges in addressing low to moderate-income household needs.
- Rapid AI advancements may outpace Posh's current capabilities.
What makes Posh Technologies unique
- Posh specializes in AI-driven solutions for credit unions and community banks.
- The company offers 24/7 customer service through digital and voice bots.
- Posh's solutions integrate seamlessly with existing banking systems.
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Benefits
Professional Development Budget
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Company News
Posh AI, a leading provider of AI solutions that help financial institutions automate service, resolve issues faster, and enhance customer and employee experiences, today announced a strategic referral partnership with Corelation.
Posh has raised $40+M in financing from leading fintech VCs like Canapi, JAM FINTOP, Curql, TruStage, and Experian Ventures as well as dozens of individual financial institutions that have invested directly into Posh.
Fintech companies in Boston and the wider fintech industry in the city is undergoing a period of transformative rapid growth and innovation. As a hub for cutting-edge financial technology, Boston is home to a ecosystem of fintech startups and established companies that are reshaping the way digital financial services are delivered.By harnessing the power of advanced technologies, fintech companies in Boston are not only enhancing the accessibility and efficiency of financial services but also setting new standards for customer experience. In this dynamic environment, Boston’s fintech companies are playing a crucial role in driving the future of finance, both locally and globally.Leading fintech companies in Boston range from providers of global payments, small business lenders, digital banks as well as digital voice solutionsFlywire: Flywire are a global payments enablement and software company who combine their proprietary global payments network, next-gen payments platform and vertical-specific software to deliver complex payments for their clients and customers. Flywire recently acquired Invoiced, a SaaS platform that enables B2B finance teams and the “Office of the CFO” to automate the critical order-to-cash process.Forward: Forward Financing are fintech company based in Boston who provide fast and flexible working capital to small businesses in the US that have been underserved by traditional financing options. Forward offers revenue-based financing and deliver an upfront sum of working capital in exchange for a set amount of the business’s future revenue.Stride: Stride are a Boston based outcomes-oriented fintech who offer flexible funding products such as Income Share Agreements and Deferred Tuition Agreements that supplement student loans. Stride and its founder have been recognized by Forbes, Harvard and MIT for their fintech innovations and social impact
Posh Secures Strategic Funding Back to HomeBOSTON, MA, Posh AI has announced a Strategic Funding round Led by Curql alongside Canapi Ventures and TruStage Ventures.Posh AI has announced a Strategic Funding round Led by Curql alongside Canapi Ventures and TruStage Ventures. The new investment will fast-track responsible deployment of generative and conversational AI solutions specifically designed to empower credit unions and banks. This latest funding brings Posh's total to over $45 million.(c) by Massinvestor, Inc. For contact info, please check out our about page
New Report Based on Three-Year Initiative Supported by JPMorgan Chase Includes Recommendations for Financial Services Providers and Promising Future Directions for AI DevelopmentBOSTON, June 4, 2024 /PRNewswire/ -- Commonwealth released key insights gleaned from a three-year project supported by JPMorgan Chase designed to achieve the promise of artificial intelligence for all by focusing on ensuring that the needs of households earning low to moderate incomes (LMI) are understood and integrated into financial design and implementations. At this critical inflection point in scaling AI, it is urgent to research and identify the ways in which AI can positively impact the financial lives of these populations, which are disproportionately Black, Latinx and women-led. The report also sheds light on the most promising future directions for technology development.Historically, the design of new technologies has not fully considered the potential benefits and uses for households earning LMI. As a result, innovations in AI may deepen inequity by not considering the impact they can have for consumers of all backgrounds. Much of Commonwealth's Emerging Tech for All (ETA) research focus has been on conversational AI, and providing actionable guidance to financial service providers on how this technology can support the financial security of U.S. workers earning LMI.The new report offers key insights, including:Conversational AI provides a crucial opportunity to improve access for households living on LMI, who are nearly twice as likely to want to bank in person yet have significantly lower rates of access to local bank branches