Customer Success Manager

New

Skills

AI Tools Utilization Analytical Skills B2B SaaS Experience Communication Skills Customer Success Management Financial Markets Knowledge Investment Management Software Investment Product Familiarity SaaS Account Management Salesforce

The Strategic Customer Success Manager will build trusted relationships with investment and wealth management clients to drive adoption of our platform. This role will guide onboarding through long-term maturity to accelerate time-to-value and identify expansion opportunities.

Key Responsibilities
  • Develop and maintain strong relationships with clients to enhance adoption of services.
  • Oversee the onboarding process and support clients throughout their journey.
  • Collaborate with Sales, Product, and Support teams to align client goals with platform capabilities.
  • Utilize AI tools and platforms for proactive customer engagement and insights.
  • Identify and pursue opportunities for expansion within existing accounts.
Required Skills & Qualifications
  • 8+ years in Customer Success, SaaS account management, or similar client-facing roles.
  • Strong understanding of financial markets and the investment lifecycle.
  • Familiarity with investment products including equities, fixed income, and derivatives.
  • Proven ability to manage enterprise relationships in a B2B SaaS environment.
  • Excellent communication skills with both executive stakeholders and end users.
  • Analytical mindset with the ability to translate data into actionable strategies.
  • Experience with investment management software platforms.
  • Familiarity with Salesforce, Pendo, Slack, Jira, Confluence, and Excel.
  • Basic understanding of APIs, AWS, or public cloud infrastructure.
  • Progress toward or completion of CFA or CAIA certifications.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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