Senior Client Success Manager, Alloy

Commercial

$140-160k

+ Equity + Variable compensation

Mid and Senior level
New York

2 days a week in office

Alloy

Identity verification for financial institutions.

Job no longer available

Alloy

Identity verification for financial institutions.

201-500 employees

FintechB2BSecuritySaaSIdentity

Job no longer available

$140-160k

+ Equity + Variable compensation

Mid and Senior level
New York

2 days a week in office

201-500 employees

FintechB2BSecuritySaaSIdentity

Company mission

We’re your unified platform for fraud management, identity decisions, and regulatory compliance.

Role

Who you are

  • Alloy is seeking to hire a candidate with strong strategic relationship management skills, excellent business acumen for Enterprise SaaS solutions, and demonstrable domain expertise in the banking/fintech/compliance/regulatory space
  • Strong interpersonal, organizational, time-management and prioritization skills
  • 3+ years experience in Enterprise SaaS Account Management, Partnerships or Client Success working with strategic or enterprise level customers owning retention metrics such as GDR and NDR and running strategic business reviews
  • Experience serving the fintech sector preferred, or another highly regulated industry
  • Experience at a Growth Stage Startup, preferred
  • An interest in understanding the key technical aspects of the product
  • Previous working knowledge in KYC/CIP, AML, fraud prevention and other compliance programs strongly preferred
  • Self-motivated, analytical, and ambitious with an entrepreneurial spirit and are endlessly curious about our product and industry
  • Ability to multitask and work in a dynamic, fast-growing environment
  • A passion for improving digital financial services and the identity landscape
  • Desire to work with a quickly expanding and growing team
  • Located in NYC Metropolitan area and excited to come into the office 2x a week

What the job involves

  • The Client Success Team at Alloy is a passionate group of account managers dedicated to providing the highest quality of support for their clients with the mission of helping financial institutions to de-risk their business
  • You would join our Client Success team and assist with our rapidly growing and diverse customer base of banks and fintech companies across the world
  • This CSM role will own and deepen the client relationship with our mid-market, high growth accounts, be responsible for SaaS retention metrics such as GDR (Gross Dollar Retention), NDR (Net Dollar Retention) of their portfolio, and proactively advise our clients on fraud and risk management as an Alloy expert
  • As a CSM, you will be a strategic partner to your clients and ensure success from Day 1 as they work through implementation with Professional Services to post go-live
  • You will own the relationship with the client during their tenure with Alloy to ensure that they are realizing tangible value from using Alloy, ensuring adoption and expanding our commercial footprint
  • Owning, managing and growing a portfolio of 25-30 accounts where you are the lead strategic advisor
  • Managing your portfolio of accounts with regular meetings, mapping the organization, engaging a variety of stakeholders, and being an expert in Alloy and our industry
  • Supporting diverse client portfolio across various sizes, scales, and use cases
  • Troubleshooting client challenges and oversee escalations to Support and Product teams
  • Owning key retention metrics such as GDR and NDR for assigned accounts
  • Identifying cross-sell opportunities for your accounts and partnering with sales to close that revenue
  • Identifying churn risk and partnering with cross-functional teams to mitigate churn
  • Tracking gaps in client consumption and usage and partnering with technical account managers or solution architects to boost usage
  • Leading and presenting strategic business reviews for select accounts with tailored content, substantive value and actionable items
  • Keeping a tab on the client health of your portfolio and action when appropriate
  • Attending industry conferences, network and build relationships in person
  • Working with product to inform future roadmap decisions based on direct and indirect client feedback

Otta's take

Theo Margolius headshot

Theo Margolius

COO of Otta

In recent years, there has been an enormous shift towards online banking, a trend that’s unlikely to turn around with surveys showing that more than half of US banking customers don’t intend to return to branches in person. The rise in digital onboarding has aroused concern about both the speed and labour of ID verification, as well as fraud potential. Alloy was built to help connect banks and fintech companies to more sources of KYC, AML and other compliance data.

The company's single API identity verification platform allows financial institutions to secure against the risk of fraud and misjudged risk decisions when onboarding new customers online. Alloy also helps to improve customer conversion through the compliance funnel and speed up previously manual back-office processes.

The company serves the burgeoning fintech market, a lucrative market with a 25% annual growth rate and already has notable clients in the form of Radius Bank and Aspiration. Alloy's main competition in the future will likely come from financial institutions themselves, who will have to decide on buying the company's solution or building their own in-house. Regardless, Alloy's global expansion efforts have created substantial growth opportunity.

Insights

Led by a woman
Top investors

Few candidates hear
back within 2 weeks

50% female employees

-3% employee growth in 12 months

Company

Funding (last 2 of 5 rounds)

Sep 2022

$52m

LATE VC

Sep 2021

$100m

SERIES C

Total funding: $207.8m

Company benefits

  • 16 weeks of parental leave
  • Premium medical, dental, vision, HSA, and FSA programs
  • 401k with matching and immediate vesting & eligibility
  • Commuter, health & wellness benefits
  • $1,000 annual Learning and Development stipend
  • Memorable team events and retreats
  • Work from home opportunities
  • Unlimited PTO

Company values

  • Be Bold - Big challenges are what get us out of bed in the morning. We move mountains to innovate and solve problems with relentless energy and drive.
  • Collaborate - Teamwork is paramount. We value it for the benefit of our peers and for the company as a whole.
  • Get Scrappy - Creative thinking and determination will outmatch unlimited resources. It doesn’t matter what’s in the way—we’re ready to tackle tasks head on.
  • Celebrate Differences - We leverage our individuality to enhance our ability as a team. An environment where everyone can do their best work and be their best selves results in smarter decisions and better performance.

Company HQ

Greenwich Village, New York, NY

Founders

Tommy Nicholas

(Co-Founder & CEO)

Founder of The City Swig. Software Developer of SHOCKOE.COM. Owner of Web/Mobile Freelancing. Most recently was Head of Product at Knox Payments.

Laura Spiekerman

(Co-Founder)

Studied Political Science at Columbia. Early career as a Paralegal at Clayman & Rosenberg. Went on to become Director of Marketing at Kopo Kopo. Research/Investments Analyst at Imprint Capital Advisors. Became Head of Business Development & Strategic Partnerships at Knox Payments.

Charles Hearn

(Co-Founder & CTO)

Studied Computer Science at University of Virginia. Independent Researcher at UVA Researcher for over a year. Mobile Lead & General Developer at The City Swig. Became Program Manager at Microsoft. Recently Lead Project Engineer at Knox Payments.

Salary benchmarks

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Diversity & Inclusion at Alloy

Faria Chaudhry (Senior Technical Recruiter)

  • We want to create an inclusive workplace and build a team in which people from all backgrounds can bring their whole or best selves to work, share their voice, find a sense of belonging, and have equitable opportunities to thrive at Alloy.

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