• Building relationships with your existing client base to ensure they are engaged with their service and finding value • Ensuring your clients are getting the highest return on their investment from their service • Strategically and proactively partnering with your clients to understand their key security related business challenges and initiatives • Partnering with internal teams to manage and retain client relationships and build client loyalty • Ensuring client satisfaction, retention, operational efficiency and quality of service for all accounts • Working with account managers to grow existing business with product portfolio and additional services • On-boarding new clients and continuing to engage on a quarterly basis with business reviews • Contributing to the sales team and customer success team for business initiatives and training support

• Own customer deployment, adoption, and outcomes for a portfolio of 25-35 accounts, from presales through renewal • Lead deployment planning and implementation across your book, e.g.: scoping, deployment plan creation, kickoff meetings, use case alignment, coordination of delivery (e.g. managing internal and partner teams), project reporting • Track and manage risks and issues across active deployments, driving resolution before they impact timelines or outcomes • Monitor portfolio health through AI-augmented signals, engaging proactively to accelerate adoption, drive renewals, and deepen stakeholder engagement • Drive product adoption by running live working sessions, identifying new use cases to expand value over time, and showcasing new platform capabilities with a point of view on how they enable customer growth • Develop and maintain success plans tied to customer goals, tracking milestones and risks from onboarding through renewal • Build and deliver executive business reviews that connect Amplitude usage to measurable business impact, turning adoption into a renewal and expansion story • Partner with Account Executives on renewals and expansion, building the value story, coaching champions, and identifying growth opportunities across your book • Serve as the voice of the customer internally, channeling product feedback, market needs, and customer priorities to shape how Amplitude builds and delivers • Continuously improve how you operate: develop repeatable playbooks, share best practices across the team, and find new ways to drive customer outcomes at scale

• Own the onboarding journey for new accounting firm partners, ensuring smooth adoption for both firms and their clients. • Build and maintain strong relationships with firm leaders to drive client expansion on Plooto. • Act as a trusted advisor, educating partners on best practices and helping them unlock full value from Plooto. • Manage a portfolio of accounts with a focus on increasing: • Number of clients onboarded • Product usage and feature adoption • Payment volume and overall engagement • Carry and deliver against a new subscriber target with commission tied to client growth. • Identify opportunities to upsell, cross-sell, and expand firm adoption. • Collaborate with sales, product, and support teams to provide customer feedback and continuously improve the experience.

We provide technology that community financial institutions use to manage risk and drive growth. Our solutions automate key processes – from anti-money laundering to fraud detection to CECL readiness to lending workflows – empowering our customers by addressing their Enterprise Risk Management needs. As a Client Success Manager, you will be responsible for building and maintaining strong relationships with our clients to drive their success and satisfaction with our products and services. Your goal will be to maximize client retention, expansion, and advocacy, ultimately driving revenue growth for the company. You will report to the Manager, Client Success and work closely with members of various departments within Abrigo to ultimately make sure that customers receive the most return on investment from their licensed solutions. This position will be based in Raleigh, NC, Austin, TX, or remotely. What You'll Do: - Own the entire customer experience for a portfolio of accounts establishing great relationships as a trusted/strategic advisor to deliver customer success & satisfaction. - Collaborate with internal teams, including Sales, Product, and Support, to ensure seamless delivery of solutions to clients. - Develop a deep understanding of our clients' business objectives, challenges, and pain points. - Ensure clients receive derived value and optimal use from solutions purchased by carrying forward Client Success proactive communication mission, conduct regular business reviews and source client trainings to consulting resources from communication efforts. - Drive client engagement by promoting Abrigo's educational events and resources. - Proactively engage with clients to understand their evolving needs and identify opportunities for upselling or cross selling our products and services. - Solve account level, as well as basic technical level issues related to our software and clients end systems - Programmatically manage account escalations, past-due invoices, contracts and service agreements - Detect, report, forecast, and mitigate client risk to identify and develop account planning to assist sales in enabling account growth - Stay current on industry and suite of services and products to meet account needs What You'll Need: - 2+ years of experience in banking, finance, or technical product manager role preferred but not required. - BA/BS degree or equivalent and 5+ years client service experience. - Proven ability to manage multiple projects at the same time while also paying close attention to details. - Proven experience in a client-facing role, preferably in the fintech industry. - Excellent interpersonal and communication skills, both verbal and written. - Demonstrated ability of improving retention within client base. - Occasional travel required for team events to support engagement, relationship building, and key decision making What You'll Get: - Market competitive total rewards package - To be part of the Heart & SOUL of a winning company with an inspiring mission - The opportunity to Make Big Things Happen - Competitive salary along with full health benefits with an HSA option - Flexible PTO and bank holidays - 401(k) plan and company match We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, age, genetic trait, sexual orientation, national origin, disability status, or any other characteristic protected by law.   Abrigo is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at Careers@abrigo.com with the subject line accommodation.