Client Strategy Manager, Pulsate
Mobile-first marketing communications platform
Open for applications
Mobile-first marketing communications platform
21-100 employees
Open for applications
21-100 employees
Company mission
Pulsate is driving the transformation of marketing to support the continued growth of Credit Unions through the delivery of personalized member engagement in an increasingly digital world.
Role
Who you are
- Excellent at planning, organizing and communicating
- Able to work independently & cross-functionally
- A self-starter with drive and a passion to see customers succeed
- Confident when conducting strategic research, customer calls and implementing customer initiatives
- Naturally inquisitive, with a desire to learn and understand
- Proven experience working in a Customer Success, Account Management, or similar customer-focused role
- Experience with banks or credit unions and / or technology providers that serve banks or credit unions
- High levels of organization in your workflows - you understand what it means to be responsible for a customer portfolio and to prioritize your time efficiently
- A passion for partnership and collaboration! You’ll be working with multiple teams on a regular basis (Sales, Marketing, Support, Product, etc) and will help to build the CS “brand” across our entire organization
- Outstanding verbal and written communication skills, with the ability to present to a diverse audience, both internally and externally
What the job involves
- Develop and implement an effective account planning strategy for your customer portfolio to ensure retention, product adoption and growth through collaboration with other team members
- Establish trusted advisor relationships with all major stakeholders within your assigned portfolio of customers, such that all activities are closely aligned with the customer’s business strategy, allowing the full potential of the Pulsate solution to be realized
- Cultivate a consultant approach in interactions, addressing client inquiries and meetings with an expert perspective
- Spearhead and deliver presentations during routine client meetings, whether on Zoom or via in-person events
- Naturally profile and conduct customer discovery to generate direct upsell opportunities
- Be a champion for the voice of the customer internally within the business
- Capture and channel customer feedback to product to define and refine our product roadmap; building only what customers want
- Create compelling customer advocacy opportunities feedback back to marketing on clients wins, successes and testimonials
- Identify and remove blockers to customer’s success, working cross functionally to do so
- Serve as an integral part of the organization, touching Sales, Marketing, Product, Support and more
- Develop, maintain and grow relationships with corresponding partner account managers / relationship managers, ensuring strong product mind-share and establishing yourself as a subject matter expert
- Document and channel feedback to relevant teams to improve messaging, positioning, product and customer outcomes
Our take
For many financial institutions, unlocking the value of location-based marketing is difficult and expensive. Pulsate solves that problem by delivering a marketing platform specifically tailored for community banks and credit unions.
Pulsate allows banks and unions to drive customer engagement and increase loyalty, in turn growing revenue considerably. The company is backed by finance giant PayPal, which is testament to the quality and value of its product. Pulsate now has customers in every US state, including OneUnited Bank and Arizona Federal.
Pulsate's main challenge will be differentiating itself from competitors such as Gimbal and Urban Airship. Its success across the US, its high-profile backers, and partnerships with digital banking platforms indicate that Pulsate will be more than capable of remaining competitive.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Glassdoor (5)
Company
Funding (last 2 of 4 rounds)
Feb 2024
$7.8m
SERIES A
Jul 2018
$0.3m
EARLY VC
Total funding: $10.8m
Company benefits
- Flexible working policy
- Budget for professional development
- No dress code
- Company days and social events
- International opportunities
Company HQ
Madison, WI
Articles
Leadership
Sarah Martin
(CEO, not founder)Previously founded Mamabud, and served as its CEO. Was an International Commercial Consultant at Globaleze.
Salary benchmarks
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