Customer Success Manager
Skills
Software As A ServiceAccount ManagementAdoptionAnalytical SkillsCustomer Relationship ManagementFosteringRegulatory Requirements
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Proven experience in Customer Success Account Management or Client Services within SaaS fintech or financial services
- Strong knowledge of capital markets trade surveillance and regulatory compliance preferred
- Technical background with a curious self-driven problem-solving approach preferred
- AI-forward approach with ideas or experience scaling Customer Success using AI solutions highly desirable
- Analytical mindset with experience using data-driven insights to improve customer engagement and success
- Excellent interpersonal and communication skills with ability to engage stakeholders at all levels
- Ability to manage multiple accounts prioritize tasks and work in a fast-paced high-growth environment
- Experience working within the US financial market and understanding of regulatory requirements preferred
- Willingness to travel occasionally for customer meetings and industry events
Nice to have
- Strategic
- Proactive
- Analytical
- Customer-focused
- Collaborative
- Self-driven
Day to day
- Serve as the primary contact for customers and build trusted long-term relationships that drive satisfaction and retention
- Partner with clients to understand business needs and proactively recommend solutions that maximize value from the platform
- Run regular check-ins business reviews and training sessions while collaborating with internal teams to resolve issues and improve the product