Client Success Manager

| Greater NYC Area
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Alloy is where you belong!

Alloy is a leading provider of digital identity management and supports innovative fintech companies and banks to manage KYC, AML, and other components of customer onboarding. Alloy’s single API enables its clients to access over 50 third party data sources in real-time to improve decision-making and streamline customer experiences. We're backed by venture capital firms that have taken countless companies to IPO like Bessemer Venture Partners, Primary Venture Partners, Eniac Ventures, and others and well positioned to bring on incredibly talented individuals to help take us to the next level!

Why we’re hiring

Alloy is seeking to hire a candidate with strong relationship management skills and has experience and/or demonstrated interest in the banking/fintech/compliance/regulatory space. You will join our client success team and assist with our rapidly growing customer base. 

We have to make our clients feel as special and loved as they are while also moving quickly and keeping track of all the moving parts. As CSM, you will work with the client on strategy as they work through implementation with your colleagues in Professional Services. Post go-live, you will own the relationship with the client during their tenure with Alloy to ensure that they are using Alloy well, happily, and eagerly to expand the relationship.

What you’ll be doing
  • Owning a portfolio of accounts where you are the main point of contact
  • Proactively managing your portfolio of accounts with regular meetings, mapping the organization, engaging a variety of stakeholders, and being (or becoming) an expert in Alloy and our industry
  • Identifying upsell opportunities for your accounts and partnering with sales to close that revenue
  • Create and present QBRs and SBRs for your accounts on a timely basis with substantive value adds and strategy
  • Keep a tab on the client health of your portfolio and action when appropriate
  • Attend industry conferences, network and build relationships in person (pandemic pending) 
  • Work with marketing to create and publish case studies, host client-oriented webinars, etc.
What we are looking for
  • 3+ years experience in Client Success
  • Experience in the fintech or banking sector preferred, or another highly regulated industry
  • Self-motivated, analytical, and ambitious with an entrepreneurial spirit
  • Proficiency working with a technical (API driven) product
  • Excellent communication, organizational, time-management and prioritization skills
  • Ability to multitask and work in a dynamic, fast-growing environment
  • A passion for improving digital financial services and the identity landscape
  • Desire to work with a small but growing team

We're a lean team, so your impact will be felt immediately. If this all sounds like a good fit for you, why not join us?

Benefits and Perks!
  • Unlimited PTO and we are remote until 2021*
  • Company Paid Medical, Dental, Vision Benefits
  • 401k with 100% match up to 4%
  • $500 to just set up your WFH space - a one time thing
  • Annual Professional Development Budget
  • Annual Citi Bike Membership
  • Monthly Commuter Budget 
  • Monthly stipend for groceries from Public Goods
  • Weekly lunch allowance on Seamless
  • Contribution to Lifetime, NYSC, or ClassPass
  • Four Free Therapy Sessions
How to Apply

Apply right here. You've found the application!

Alloy is proud to be an equal opportunity workplace and employer. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status.

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Technology we use

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Location

41 Elizabeth Street, New York, NY 10013

An Insider's view of Alloy

What's the biggest problem your team is solving?

Basic financial services should be safe and seamless for EVERYONE to sign up for. With every client my team (sales) brings on, we’re making financial products more accessible.

Monica

Business Development Senior Associate

What makes someone successful on your team?

Curiosity and grit will set you up for success on our team! When I joined Alloy, I learned about the relationship between identity and bank applications. From there, I created a knowledge base for clients, and today I manage our support team.

William

Client Success Support Manager

What is your vision for the company?

Alloy wants to enable fair, safe and seamless financial services for better identity decisions and more inclusive banking.

Laura

Chief Revenue Officer

What are Alloy Perks + Benefits

Alloy Benefits Overview

Perks & Benefits
- Unlimited PTO plan encourages team members to take time off so they come back refreshed
- Premium medical, dental, and vision coverage for employees and their dependents
- Eden Health Care Teams that provide integration of COVID-19 screening and testing, 24/7 primary care both virtually and in person in our offices, mental health, benefits navigation and more
- $200 matching donations for employee's choice of non-profit
- $500 home office stipend to get your remote working environment up to par
- $130/mo commuter benefits contribution to help you with transportation costs
- $100/mo wellness benefits contribution to spend as you'd like on gym memberships or ClassPass
- $120/mo in Seamless credits to order delicious grub when you want it
- $90/mo in Public Goods credits to buy all the things you need for household supplies
- $5,000 employee referral program ($1,000 charitable donation to employee's choice of a non-profit + $4,000 directly to the employee)
- 4 free therapy sessions through Samata Health for every team member to support your mental health
- Weekly workout and yoga sessions on Tuesdays and Wednesdays
- Complementary Citibike annual membership to help you go to and fro
- Up to 16 weeks parental leave options and support in returning to work
- Flexible work hours to accommodate your needs
- Memorable team events, retreats, and off sites throughout the year like visiting a goat sanctuary bee farm, plant propagating class
- In office Mother's room
- In office massages to help relax
- Conveniently located office (New York’s Chinatown)
- Pet-friendly work environment
- And so many snacks

Culture
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Inclusive candidate experiences Hiring and unconscious bias training
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Team workouts
Alloy's team fitness initiatives include weekly remote workout or yoga sessions.
Mental Health Benefits
Four free therapy sessions!
Retirement & Stock Options Benefits
401(K)
Alloy's 401(k) retirement plan offers a broad selection of stocks, bonds and international index funds to choose from with low expense ratios and fees.
401(K) Matching
Alloy provides employees with a 401(k) matching plan. We match 100% of contributions up to 4% of an employee's annual gross pay.
Company Equity
Alloy offers stock options, including vesting over a three-year period with a standard one year cliff.
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Alloy matches up to $200 per employee charitable contributions.
Child Care & Parental Leave Benefits
Generous Parental Leave
We provide up to 16 weeks of parental leave for the primary caretaker. Alloy. also provides 16 weeks of leave for the secondary caretaker.
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home until at least 2021
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Employees receive 40 hours per year of paid sick leave.
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Our game room includes Ping Pong, and Video Games.
Stocked Kitchen
Alloy has a fully stocked kitchen including unlimited snacks, coffee, tea and all of the flavored LaCroix + Spindrift you can handle.
Some Meals Provided
We provide free breakfast on Monday. Employees get free lunch on Wednesday.
Happy Hours
Happy hours are hosted once per month with memorable events throughout the month held virtually.
Pet Friendly
Alloy's pet policy is dog friendly daily
Recreational Clubs
Get involved at Alloy like our Book Club!
Relocation Assistance
Fitness Subsidies
Home Office Stipend for Remote Employees
$500 no questions asked stipend
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Continuing Education stipend
We offer $1000 annualy for continuing education.
Customized development tracks

Additional Perks + Benefits

Our culture and community supports team members to feel appreciated, motivated, and pride in their work. Alloy works tirelessly to provide team members with meaningful and thoughtful benefits & perks whether if it is to support those big moments in life like birthdays, anniversaries or new additions to the family or to celebrate company milestone like our recent Series B raise! We love to show gratitude for hard work and successes through things like CEO Care Packages, a shoutout in the #props slack channel or by an Executive Leader in company wide meetings for a job well done, pick me up gestures, and other fun surprises. We care a lot about our team members, which is why we also conduct an annual survey to assess our benefits offerings. Because of that, we're continuously making improvements to things like our health insurance plans, 401k matching program, or HSA employer monthly contributions to name a few. In addition, every employee receives stock options in the company sharing in the company's success.

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