April
Customer Success Manager - Banking
New York City, Remote. Posted 5 months ago
The role
You will manage critical bank partnerships and act as their main point of contact. You will onboard partners, align with their expectations, and ensure retention by addressing challenges.
What you will do
- Manage critical bank partnerships
- Drive execution of joint initiatives and launch new offerings
- Build a partner management model
- Craft partnership and product strategies using industry knowledge
- Navigate banks and issuers to execute deals
- Coordinate with internal cross-functional stakeholders on client strategy
- Find and educate stakeholders to champion the company
- Help internal teams compose account management strategy
Required qualifications
- 5+ YOE in Customer Success, Partner Management, Business Development, or a related role
- Passion for product-centric environments
- Ability to work effectively across teams with multiple dependencies
- Analytical thinking
- Problem-solving skills
- Strong communication skills
- Negotiation skills
- Ability to learn quickly and adapt to a fast-paced environment
- Proactive mindset
Nice to have
- Experience in the financial services industry (banks, credit unions, lenders, etc)
- Exposure to the tax or accounting industry
About the company
april is an embedded, year-round tax platform that provides white-labeled tools to power financial decisions. The company uses an AI-powered tax engine and API-first infrastructure to deliver tax intelligence into partner platforms.