Customer Success Manager at Q2

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Digital Banking, Financial TechnologyIndustries

Requirements

Experienced and relationship-driven professional
Excellent communication skills
Ability to close renewals and cross-sell
Flexibility to travel up to 50% to client sites for executive meetings, business reviews, and strategic planning sessions
Typically requires a [degree or equivalent experience, as description cuts off]

Responsibilities

Identify and/or develop key relationships across the organization and customers
Lead client discovery calls to understand customer needs and potential solutions
Plan and lead business reviews, including strategies, Q2 roadmaps, and relevant industry best practices to help meet customer growth objectives
Lead strategic calls with executives to ensure they stay well-informed about Q2, its solutions, services, and innovation, and that Q2 meets their expectations as a trusted partner
Engage with cross-functional internal teams to proactively ensure Q2 solutions are understood, optimized, and aligned to business objectives, celebrating successes and adapting to changes
Analyze customer problems, needs, and requirements, and position Q2 products and services to resolve/meet them
Work in partnership with Customer Experience Managers to conduct regular business reviews with C-level and operations stakeholders
Monitor customer health, usage, and satisfaction, addressing risks before they escalate
Build Success Plans that drive usage, adoption, and optimization
Collaborate with Implementation/Delivery/Professional Services teams to understand custom requirements, promote solutions, align executive leadership, and facilitate decisions
Draft and deliver proposals that clearly articulate solutions and impact for customers
Leverage effective sales methodologies to forecast and build a strong lead pipeline
Lead negotiations of contract renewals and incremental services/solutions
Represent Q2 at customer events, industry trade shows, and user group sessions, as needed or assigned
Promote Q2 innovations with customers and across industry networks

Skills

Customer Success

Relationship Management

Account Management

Cross-Selling

Renewals

Communication

Financial Services

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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