Client Success Manager (AI)

Location: US Remote; East Coast hours preferred.

Estimated annual base salary: USA Tier 2 $100K–$125K; USA Tier 3 $95K–$115K; Canada CA$95K–CA$115K. Equity and commission offered.

Company

Posh develops AI customer-support assistants for financial institutions across digital and voice channels, as well as internal-facing solutions that augment staff.

What you will do

• Own client relationships after implementation and make the transition from onboarding to ongoing success seamless.
• Educate clients on AI features, best practices, and efficiency gains; identify underused capabilities and drive adoption through working sessions, product deep dives, enablement programs, and Posh Lab implementations.
• Act as a trusted advisor, proactively address concerns, manage risks, and maintain accurate Salesforce records covering engagement, risks, and opportunities.
• Communicate the AI roadmap, guide clients through measurable adoption stages, and monitor market and competitor developments.
• Monitor client health and renewal readiness, resolve churn risks, and partner with internal teams on renewals.
• Identify expansion opportunities, partner with the Account Growth Manager, and build relationships with additional stakeholders across client organizations.

Requirements

• 3+ years of experience working at a credit union or bank, including an understanding of financial-institution operations, pressures, and decision-making.
• Client-facing experience in customer success, account management, member services, or a similar role, ideally in SaaS or AI-driven technology.
• Hands-on experience with AI adoption strategies, product positioning, and competitive analysis.
• Proficiency in Salesforce or a similar CRM.
• Ability to learn products technically, troubleshoot with clients, and translate technical details into business value.
• Ability to work independently with a book of business while collaborating with Sales, Product, Marketing, clients, and colleagues.
• Strategic, proactive, consultative, curious, adaptable, and comfortable solving ambiguous problems.

Culture & Benefits

• Remote work with a flexible vacation policy supporting work-life balance.
• Competitive salary, company equity, commission, and 401(k) retirement planning.
• Medical, dental, and vision insurance, plus fully paid parental leave.
• Annual professional-development budgets and structured meeting-free growth days.
• Monthly home-office and wellness stipends, paid volunteer time off, and regular team offsites.