{"id":4208056,"url":"https://alion.io/job/posh-ai-client-success-manager","title":"Client Success Manager","company":{"id":3160973,"name":"Posh AI","domain":"posh.ai","url":"https://alion.io/company/posh-ai","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-11-12T22:05:00Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-13T00:12:25Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"About Posh\nAt Posh, we’re revolutionizing the way financial institutions serve their communities.\nThrough innovative AI solutions, we make customer support more accessible, fast, and enjoyable for both callers and staff members. Our AI assistants span digital (web and mobile) and voice (phone) channels, while our internal-facing solutions directly augment staff members’ ability to serve.\nWe believe the most successful AI products are built on a symbiotic relationship between humans and AI, with each empowered to put their best foot forward. The bar is low, but the ceiling is high. Come build with us!\nAbout the Role\nPosh’s clients don’t just need to adopt AI. They need to thrive with it. As a Client Success Manager, you’ll make sure they do. You’ll own the client relationship after implementation, drive adoption of Posh’s AI solutions, and make sure every client realizes the full value of their investment. Your work directly secures renewals, helps clients withstand competitive pressure, and grows Posh’s footprint within their organizations.\nYou’ll guide clients through every stage of their AI journey: helping them understand and use new features, spotting risks early, and finding where additional AI capabilities can make a difference. You’ll work closely with Sales, Product, and Marketing, and you’ll be the person clients trust to explain what’s coming on Posh’s roadmap and why it matters to them.\nThis role is for someone strategic, proactive, and genuinely excited about AI adoption, someone who would rather dig into a client’s problem than close a ticket.\nWhat You’ll Do\nClient Engagement & Product Adoption\nServe as the primary point of contact after sales handoff, making the move from onboarding to ongoing success seamless.\n\nEducate clients on new features, best practices, and the efficiencies AI can unlock for their teams.\n\nSpot underused features and show clients how to get more value from them.\n\nLead implementation of Posh Lab solutions, conduct working sessions, product deep dives, and enablement programs that drive real adoption.\n\nClient Advocacy & Risk Management\nAct as a trusted advisor, addressing concerns proactively and escalating risks when needed.\n\nBring client insights back to Product, Marketing, and Sales so the voice of the client shapes what we build and how we sell.\n\nKeep Salesforce records accurate and current, tracking engagement, risks, and opportunities.\n\nAI Adoption & Competitive Positioning\nCommunicate Posh’s AI roadmap and help clients plan for upcoming innovations.\n\nGuide clients through each phase of AI adoption with a structured, measurable approach.\n\nTrack market trends and competitor moves so you can address competitive threats before clients raise them.\n\nRenewal & Retention\nMonitor client health, engagement, and renewal readiness to catch churn risk early.\n\nResolve risks and competitive challenges before they affect retention.\n\nPartner with internal teams to deliver a smooth renewal process and long-term satisfaction.\n\nExpansion\nIdentify opportunities to expand AI adoption across each client’s organization.\n\nPartner with the Account Growth Manager on strategic expansion conversations.\n\nBuild relationships with additional stakeholders to broaden Posh’s presence within each account.\n\nWhat You’ll Bring\n3+ years of experience working at a credit union or bank. You understand how financial institutions operate, the pressures they face, and how they make decisions.\n\nClient-facing experience in customer success, account management, member services, or a similar role, ideally in SaaS or AI-driven technology.\n\nHands-on experience with AI adoption strategies, product positioning, and competitive analysis.\n\nProficiency in Salesforce or a similar CRM.\n\nAbility to work East Coast hours preferred.\n\nHow You Work\nYou’re scrappy. You’ve worn a lot of hats, and your career may not have followed a straight line. You’ve picked up skills across different roles and know how to put them to work wherever they’re needed.\n\nYou find a way. When the answer isn’t documented, or the resource doesn’t exist yet, you figure it out, and you stick with hard problems until they’re solved.\n\nYou’re consultative, not a ticket taker. You want to be challenged, and you get to the root of a client’s problem instead of just answering the request in front of you.\n\nYou ask a lot of questions. Curiosity drives how you learn the product, the industry, and each client’s business, and you’re never afraid to ask “why?”\n\nYou read the room. You pick up on what clients aren’t saying, anticipate needs before they’re voiced, and know when to push and when to listen.\n\nYou adjust quickly. When priorities shift, a client’s needs change, or the roadmap moves, you reset and keep going.\n\nYou’re comfortable with technology. You can learn how the product works under the hood, troubleshoot alongside clients, and translate technical details into business value.\n\nYou’re independent, but you’re a team player at heart. You can run with your own book of business, but you crave being part of a team, collaborating with clients and colleagues across Sales, Product, and Marketing, and bringing your voice to every conversation.\n\nBenefits at Posh\nFinancial Wellness: Competitive salary, company equity, and retirement planning (401k).\n\nHealth & Family: Medical, dental, and vision insurance coverage, plus fully paid parental leave.\n\nFlexible Time Off: A flexible vacation policy that encourages a healthy work-life balance and true recharge time.\n\nProfessional Growth: Dedicated annual budgets for professional development, combined with structured, meeting-free growth days.\n\nLifestyle & Connection: Monthly home office and wellness stipends, paid volunteer time off, and regular team offsites.\n\nOur Commitment to Equal Opportunity\nPosh does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.","description_format":"text","description_chars":6144,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Equity","Flexible time off","Flexible vacation policy","Home office","Insurance coverage","Parental leave","Professional development","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Machine Learning","Contact Center Software"],"lifecycle":[{"event":"open","at":"2026-11-13T00:12:25Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":39,"reasons":["conf:2","win:early"],"computed_at":"2026-11-13T02:43:44Z"},"pay":null,"html_url":"https://alion.io/job/posh-ai-client-success-manager","json_url":"https://alion.io/job/posh-ai-client-success-manager.json","meta":{"generated_at":"2026-11-13T02:43:44Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5778,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3160973},"rest":"https://alion.io/mcp/rest/get_company?id=3160973"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fposh-ai-client-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fposh-ai-client-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fposh-ai-client-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/posh-ai-client-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fposh-ai-client-success-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4208056}},{"tool":"search_jobs","arguments":{"company":"posh.ai","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4208056},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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