Client Success Manager

The role

You will own the client relationship after implementation at Posh. You will drive adoption of Posh's AI solutions and help clients get full value from their investment.

What you will do

• Serve as the primary point of contact after sales handoff
• Educate clients on new features, best practices and AI efficiencies
• Spot underused features and show clients how to get more value from them
• Lead implementation of Posh Lab solutions, working sessions and enablement programs
• Act as a trusted advisor, addressing concerns and escalating risks
• Bring client insights back to Product, Marketing and Sales
• Keep Salesforce records accurate and current
• Communicate Posh's AI roadmap and help clients plan for upcoming innovations
• Monitor client health and renewal readiness to catch churn risk early
• Identify opportunities to expand AI adoption across each client's organization

Required qualifications

• 3+ years of experience working at a credit union or bank
• Client-facing experience in customer success, account management, member services or a similar role
• Hands-on experience with AI adoption strategies, product positioning and competitive analysis
• Proficiency in Salesforce or a similar CRM
• Ability to work East Coast hours

Benefits

• Competitive salary
• Company equity
• Retirement planning (401k)
• Medical, dental and vision insurance
• Fully paid parental leave
• Flexible vacation policy
• Dedicated annual professional development budget
• Structured, meeting-free growth days
• Monthly home office and wellness stipends
• Paid volunteer time off
• Regular team offsites

About the company

Posh uses AI to help financial institutions serve their communities through digital and voice customer support. Its AI assistants work across web, mobile and phone channels.