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Client Success Advisor Jobs in Austin, TX (NOW HIRING)

Bankjoy

Client Success Manager

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Position Overview We are looking for a Client Success Manager to join our growing CSM team as we ... Become a trusted advisor to executive stakeholders by providing strategic recommendations that ...

Indeed Flex

Client Success Manager

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Manage a portfolio of client accounts, serving as the primary point of contact and trusted advisor to drive customer satisfaction, retention, and long-term growth. * Own the success of a portfolio of ...

Visa

Senior Consultant, Client Success

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... advisor across the client lifecycle. The ideal candidate has strong experience in client success, account management, or financial technology, with the ability to engage senior client stakeholders ...

Visa

Senior Consultant, Client Success

Austin, TX · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... advisor across the client lifecycle. The ideal candidate has strong experience in client success, account management, or financial technology, with the ability to engage senior client stakeholders ...

Burberry

Client Advisor

Austin, TX · On-site

The Client Advisor builds relationships with Burberry's new and existing clients, delivering a personalised and elevated experience with commercial success. Reporting to the store management, the ...

Kestra Holdings

Supervisor, Advisor Onboarding

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Ensure specialist understanding of the mission and their role in our client's success * Provide ... advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

Bank of America

Private Client Advisor II

Austin, TX · On-site

... shared success. This includes attracting and developing exceptional talent, recognizing and ... with client needs * Advocates for clients and prospects as their trusted advisor, providing ...

Kestra Holdings

Client Service Director

Austin, TX · On-site

  • Medical

  • Retirement

The Client Service Director is a senior individual contributor role within our Client Service team ... success of investing clients and the advisors who serve them. We do that by living our values:

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All JobsClient Success Advisor JobsClient Success Advisor Jobs in Austin, TX

Client Success Advisor information

See Austin, TX salary details

$20.8K

$50.8K

$85.2K

How much do client success advisor jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client success advisor in Austin, TX is $50,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $58,000.00 per year, depending on experience, location, and employer.

How does a client success advisor typically collaborate with other departments to enhance the client experience?

As a Client Success Advisor, collaboration with departments such as Sales, Product, and Support is essential to ensure that clients achieve their desired outcomes. You will often act as a bridge, communicating client feedback and needs to internal teams, helping to prioritize feature requests or address service issues. This role requires strong interpersonal skills and proactive communication to align resources and maintain a seamless client journey. Regular meetings and shared documentation are common practices to facilitate effective cross-functional collaboration.

What is the difference between Client Success Advisor vs Customer Support Specialist?

AspectClient Success AdvisorCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in client management or account managementHigh school diploma or equivalent; technical or product knowledge often preferred
Work EnvironmentProactively manages client accounts, builds relationships, and ensures satisfactionResponds to customer inquiries, troubleshooting, and resolving issues
Employer & Industry UsageUsed in SaaS, consulting, and service industries focusing on client retentionCommon across tech, retail, and service sectors for customer assistance

The main difference is that a Client Success Advisor focuses on proactive relationship management and ensuring long-term client success, while a Customer Support Specialist primarily handles reactive support and issue resolution. Both roles require strong communication skills, but the Advisor role emphasizes strategic engagement and account growth.

What skills and qualifications are needed to thrive as a client success advisor?

To thrive as a Client Success Advisor, you need strong interpersonal skills, a background in customer service or account management, and often a relevant bachelor's degree. Familiarity with CRM software like Salesforce, customer support platforms, and data analysis tools is typically required. Outstanding communication, problem-solving abilities, and empathy help build lasting client relationships and resolve issues proactively. These skills ensure clients receive value from services, driving satisfaction, retention, and business growth.

What is a client success advisor?

A Client Success Advisor is a professional who works with clients to ensure they have a positive experience with a company's products or services. Their main goal is to build strong relationships, address client needs, and help clients achieve their desired outcomes. They often provide onboarding support, ongoing education, and act as a liaison between the client and internal teams. By proactively addressing concerns and identifying opportunities for improvement, Client Success Advisors help increase client satisfaction and retention.
What are popular job titles related to Client Success Advisor jobs in Austin, TX? For Client Success Advisor jobs in Austin, TX, the most frequently searched job titles are:
What job categories do people searching Client Success Advisor jobs in Austin, TX look for? The top searched job categories for Client Success Advisor jobs in Austin, TX are:
What cities near Austin, TX are hiring for Client Success Advisor jobs? Cities near Austin, TX with the most Client Success Advisor job openings:
Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Austin, TX as of August 2026, with employment types broken down into 79% Full Time, 17% Part Time, and 4% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $50,846 per year, or $24.4 per hour.

Client Success Manager

Bankjoy

Austin, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Who We Are
Bankjoy is a Y Combinator and Bessemer Venture Partner backed FinTech startup. We are changing the way community banks and credit unions do business, enabling them to become tech-driven and digital first. Bankjoy provides modern digital banking products including mobile banking, online banking, online account opening, loan origination, and conversational AI. Our mission is to revolutionize banking tech infrastructure by leading digital transformation at financial institutions - big and small.
Position Overview
We are looking for a Client Success Manager to join our growing CSM team as we scale our client base across credit unions and community banks nationwide.
You will own a portfolio of clients end-to-end - driving product adoption, leading executive business reviews, managing renewals, identifying upsell opportunities, and serving as the primary relationship owner for your accounts. You'll work closely with our Director of Client Success, Implementation, Tech Support, and Product teams to ensure every client gets maximum value from Bankjoy's platform.
The ideal candidate is proactive, relationship-driven, and commercially minded - someone who genuinely cares about client outcomes, knows how to navigate complex organizations, is comfortable engaging executive stakeholders, and can balance a high volume of accounts while taking a strategic approach to long-term client success.
Key Responsibilities
Client Relationship Management
  • Own a portfolio of credit union and community bank clients, serving as their primary point of contact at Bankjoy
  • Build and maintain strong, trusted relationships with client stakeholders, from day-to-day administrators to executive sponsors
  • Become a trusted advisor to executive stakeholders by providing strategic recommendations that align Bankjoy solutions with each client's business objectives
  • Conduct regular business reviews and executive meetings to review platform performance, discuss future goals and priorities, identify opportunities for additional value, and align on long-term success
  • Lead onsite client engagements, including preparing executive presentations, facilitating strategic discussions, documenting action items, and ensuring follow-through
  • Serve as the voice of the client internally - ensuring client needs and feedback are surfaced to Product, Engineering, and leadership

Product Adoption & Client Growth
  • Drive product adoption across your portfolio by proactively educating clients on features, best practices, and new releases
  • Develop and execute strategic success plans aligned with each client's business objectives, helping them maximize the value of their Bankjoy investment
  • Identify and lead expansion opportunities within your portfolio by aligning Bankjoy solutions to client business goals and strategic initiatives
  • Track and report on adoption metrics, engagement scores, and account health across your book of business

Renewals & Retention
  • Lead the renewal process for your portfolio, including managing timelines, preparing renewal proposals, presenting pricing recommendations, and negotiating agreements in partnership with the Director of Client Success
  • Proactively identify at-risk accounts and develop mitigation plans before issues escalate
  • Maintain a high client retention rate by ensuring clients consistently see value in Bankjoy's platform
  • Develop and execute account strategies that strengthen executive relationships, improve product adoption, and identify opportunities for long-term growth

Escalation & Issue Resolution
  • Serve as the first line of response for client escalations within your portfolio, triaging issues, coordinating with Tech Support, Product, and Engineering, and providing proactive communication to clients throughout resolution
  • Escalate to the Director of Client Success when situations require senior involvement, providing a clear summary of the issue, actions taken, and recommended next steps
  • Follow up after resolution to ensure client satisfaction, identify opportunities to improve the client experience, and document learnings for future prevention

Cross-Functional Collaboration
  • Partner with Implementation throughout the onboarding process by participating in kickoff meetings and key project milestones to ensure a smooth transition into Customer Success
  • Work closely with Tech Support to ensure timely resolution of client issues and proactive communication during outages or incidents
  • Collaborate with Product to surface recurring client feedback, enhancement requests, and product opportunities that help influence the roadmap
  • Support Marketing with client case studies, testimonials, and advocacy opportunities

What You Bring
  • 5+ years of Client Success, Account Management, or Customer Experience in B2B fintech, banking technology, or enterprise SaaS. Experience supporting financial institutions is strongly preferred.
  • Experience managing a portfolio of 20-30+ accounts simultaneously with a high standard of responsiveness and follow-through
  • Excellent presentation and communication skills with experience leading executive business reviews, onsite meetings, and strategic planning discussions with senior stakeholders
  • Demonstrated track record of driving product adoption, renewals, and expansion opportunities within an assigned book of business
  • Strong relationship management skills with the ability to build trust and credibility across both operational and executive stakeholders
  • Ability to navigate complex client organizations and build relationships across multiple stakeholder levels
  • Comfortable with escalations - you stay calm under pressure, communicate clearly, and drive resolution with urgency
  • Strong organizational skills - you can manage multiple priorities and client needs simultaneously without losing attention to detail
  • Experience working with credit unions, community banks, or digital banking platforms is a strong plus

Nice to Have
  • Familiarity with core banking systems (Corelation, Jack Henry Symitar, Fiserv Portico, CU Answers, or similar)
  • Experience with digital banking platforms or financial technology products
  • Experience using CRM and CS tools (Salesforce, Gainsight, ChurnZero, or similar)
  • Experience supporting clients through platform migrations or major product launches

What You Get
  • A fast-paced and collaborative environment
  • Competitive compensation
  • Stock options at a well-funded startup
  • We cover 100% of medical, dental, and vision premiums for individuals on our base plan, with significant contributions toward all other plan options (USA).
  • We cover 100% of extended medical, dental, and vision premiums for you and your family under our single, comprehensive plan (Canada).
  • Retirement plan with 4% company matching
  • 8 weeks paid parental leave for birthing parents, 4 weeks for non-birthing
  • 3-5 weeks PTO depending on tenure
  • 5 health days
  • 15 holidays
  • End of year shutdown
  • Performance-based bonuses
  • Remote first culture
⚖ Equal Employment Opportunities at Bankjoy
Bankjoy is committed to hiring talented and qualified individuals with diverse backgrounds for all of its tech, non-tech, and leadership roles. Bankjoy provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or disability.
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