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

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 ...

Collaborating cross-functionally to advocate for client needs and ensure timely solutions ... Client Success, Account Management, Customer Support, or a related client-facing role * 1+ year ...

Collaborating cross-functionally to advocate for client needs and ensure timely solutions ... Client Success, Account Management, Customer Support, or a related client-facing role * 1+ year ...

The Client Advocate focuses on driving regional growth by developing and executing business ... Proven success in developing and winning government contracts or public-sector projects * Excellent ...

Overview The Client Advocate focuses on driving regional growth by developing and executing ... Proven success in developing and winning government contracts or public-sector projects * Excellent ...

Overview The Client Advocate focuses on driving regional growth by developing and executing ... Proven success in developing and winning government contracts or public-sector projects * Excellent ...

... advocate within ARCHER Systems. * Client Retention & Satisfaction Proactively manage client ... Leadership & Influence Lead internal teams to ensure client success by resolving issues ...

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Client Success Advocate information

See Austin, TX salary details

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How much do client success advocate jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for client success advocate in Austin, TX is $23.99, according to ZipRecruiter salary data. Most workers in this role earn between $21.68 and $25.72 per hour, depending on experience, location, and employer.

What is a client success advocate?

A Client Success Advocate is a professional who acts as the primary point of contact between a company and its clients after a sale is completed. Their main responsibility is to ensure that clients are satisfied with the company's products or services, address any concerns, and help clients achieve their desired outcomes. They work proactively to build strong relationships, provide support, and identify opportunities for clients to maximize value. Client Success Advocates often collaborate with other teams, such as sales and product development, to relay client feedback and resolve issues efficiently.

What are the key skills and qualifications needed to thrive as a client success advocate, and why are they important?

To thrive as a Client Success Advocate, you need customer service expertise, problem-solving abilities, and a background in account management, often supported by a bachelor’s degree. Familiarity with CRM platforms like Salesforce or HubSpot, as well as proficiency in communication tools and ticketing systems, is typically required. Outstanding interpersonal skills, empathy, and proactive communication help build trust and foster long-term client relationships. These skills and qualities are crucial for ensuring client satisfaction, retention, and the overall growth of the business.

What are the most common challenges faced by client success advocates, and how can they be addressed?

Client Success Advocates often encounter challenges such as managing diverse client expectations, handling escalations, and ensuring timely resolution of issues. Successfully addressing these challenges requires strong communication skills, proactive problem-solving, and effective prioritization of tasks. Building trust with clients through regular check-ins and collaborating closely with internal teams (like sales and product support) helps maintain positive relationships and ensures clients receive the best possible service.

What are popular job titles related to Client Success Advocate jobs in Austin, TX?

For Client Success Advocate jobs in Austin, TX, the most frequently searched job titles are:

What cities near Austin, TX are hiring for Client Success Advocate jobs?

Cities near Austin, TX with the most Client Success Advocate job openings:

Infographic showing various Client Success Advocate job openings in Austin, TX as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $49,894 per year, or $24 per hour.

Client Success Manager

Bankjoy

Austin, TX • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 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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