Customer Success Manager, Data Intelligence & Analytics
Overview
Kinective seeks a Customer Success Manager to drive adoption and value realization for its Data Intelligence platform, serving banks and credit unions. You will own the post-sale relationship for assigned customers, leading monthly reviews, building adoption plans, and coordinating with Professional Services. This role is ideal for someone with 3+ years in B2B SaaS customer success who excels at translating technical capabilities into business outcomes. You will partner with Sales, Product, and Support to ensure customers see measurable value from Data Intelligence, including dashboards, workflows, and predictive analytics.
What You'll Do8
- 1Build and maintain a measurable adoption and value-realization plan for each assigned Data Intelligence customer, linking product usage to business outcomes like growth, efficiency, and risk management.
- 2Lead monthly customer meetings to review progress, confirm delivery status, and align on priorities, converting discussions into action plans with owners and dates.
- 3Coordinate customer priorities with Professional Services capacity, surfacing risks like remaining hours or scope changes before commitments are made.
- 4Hold office hours, webinars, and workshops to enable customers, and develop repeatable enablement plays for common personas and use cases.
- 5Identify adoption barriers such as unclear ownership or weak sponsorship, and drive recovery plans with customers at risk.
- 6Maintain an accurate customer health assessment based on usage signals, engagement, and sentiment, and report on renewal readiness.
- 7Partner with Sales on account planning and expansion strategy, surfacing qualified opportunities for additional modules or services.
- 8Bring customer insights to internal teams, helping mature the Data Intelligence customer-success playbook and adoption metrics.
Requirements7
- 13+ years in Customer Success, Account Management, Professional Services, or related post-sale role in B2B SaaS or technology.
- 2Demonstrated experience driving adoption for a data platform, analytics tool, BI product, workflow platform, CRM, or ERP.
- 3Experience leading executive and working-level customer conversations, translating technical features into business value.
- 4Ability to interpret usage and health data to create customer action plans, not relying on relationship sentiment alone.
- 5Willingness to become deeply fluent in Kinective Data Intelligence, its modules, integrations, and delivery model.
- 6Strong facilitation and stakeholder-management skills, comfortable communicating with CIOs and operations leaders.
- 7Proven coordination of customer priorities with implementation or Professional Services resources.
Salary Insight
Salary not disclosed in listing
Location
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