Customer Success Manager, Financial Services

Role Overview

The Customer Success Manager will join a team of trusted partners alongside their Account Manager, working closely with newly onboarded and existing clients to demonstrate the full value of our platform, develop strong client engagement, drive successful renewals and contribute to growth across dedicated accounts.

What You Will Do

Partner with GTM Teams to Drive Commercial Outcomes, Leverage Data Driven Insights, Build and Curate Financial Services Use Cases, Forge and Maintain Strong Client Relationships, and Contribute to Product Development.

Why It Might Be a Fit

You have a proven track record of working with Financial Services investors/clients to solve complex problems and are passionate about the application of AI to the industry. You are client-centric and creative thinker with an ambition to continuously improve processes and a desire to contribute to a fast-growing, entrepreneurial team culture.

Requirements

• Minimum 2 years of work experience in a high growth fintech/SaaS firm in one of sales, client success, product, or a related client-facing or investment role within the Financial Services industry.
• High aptitude and willingness to learn.
• Outstanding oral, written, and presentation skills.
• Effective attention to detail, time management, and task prioritization, even when under pressure.
• Ability and interest to work autonomously and contribute to a dynamic and entrepreneurial team culture.
• Empathetic, curious minded, client-centric

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or equivalent retirement plan
• Paid time off
• Paid holidays
• Flexible work arrangements
• Professional development opportunities
• Employee assistance program
• Wellness programs