Associate Customer Success Manager at Q2

Austin, Texas, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Digital Banking, LendingIndustries

Requirements

Typically requires a Bachelor's degree or equivalent experience and may require up to 2 years of related experience; or an advanced degree without experience
Banking or Banking software experience preferred but not required
Proven results in cross-sales quota and metrics-driven customer advocacy and satisfaction environment
General relationship building skills and ability to maneuver within FI management structure to engage at the Executive level
Articulate, thorough

Responsibilities

Participate in the implementations process for new clients as assigned, not as the primary liaison, but to begin building rapport with the client and learn their specific needs
Meet with assigned clients monthly or quarterly as needed by phone and in person as needed to review their online banking statistics, goals and future plans along with any specific issues they are having
Analyze customer problems, needs and requirements, and then position Q2 products and services to resolve/meet them
Ensure that customer’s issues are dealt with efficiently by the other areas of Q2, as needed and inform Management of significant issues
Provide contract renewal management for assigned accounts
Coordinate, as needed, with vendor partners to address client requests
Responsible for ensuring that all security, availability, confidentiality and privacy policies and controls are adhered to
Identify opportunities and cross-sell additional features of Q2 to existing clients
Participate in cross-sell campaigns as identified by the Director of Relationship Management
Represent Q2 at customer events and Client User group sessions, as needed or assigned
Provide input to Product Management on enhancements and new releases, including support of commercialization projects as needed
Provide demo and training support and/or scheduling for existing clients as needed

Skills

Customer Success

Salesforce

SaaS

Loan Origination

Servicing

Collections

Investor Management

Fintech

Q2

Digital banking solutions for financial institutions

About Q2

Q2 provides digital banking solutions tailored for regional and community financial institutions, alternative finance and leasing companies, and other financial technology firms. Their products include a range of digital banking services, banking as a service, and lending and leasing options that allow users to conduct transactions and interact with their financial institutions from any device, at any time. What sets Q2 apart from its competitors is its focus on empowering community banks and credit unions, helping them enhance their digital presence and improve user engagement. The company's goal is to strengthen diverse communities by supporting the financial institutions that serve them, enabling these institutions to grow and adapt beyond traditional limits.

Austin, TexasHeadquarters

2004Year Founded

$40.1MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Hybrid Work Options

Professional Development Budget

Risks

Increased competition from fintechs could erode Q2's market share.

Rapid technological changes may outpace Q2's innovation capabilities.

Economic downturns could reduce financial institutions' spending on digital transformation.

Differentiation

Q2 offers a comprehensive suite of digital banking solutions for financial institutions.

Q2's Partner Accelerator Program enables rapid deployment of fintech integrations.

Q2 Engage focuses on personalized consumer banking experiences to enhance user engagement.

Upsides

Q2 powers 60% of Forbes' America's Best Banks, showcasing its solution effectiveness.

Integration with AI platforms like Personetics enhances personalized customer engagement.

Q2's platform helps financial institutions grow deposits without relying on interest rates.

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