Role OverviewThe Client Success Manager Lead is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning solution outcomes with business goals.
What You Will Do
Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities. Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
Why It Might Be a Fit
The ideal candidate will have 7-10 years of experience in Client Success, Client Service/Support, Account Management, or similar roles, and a Bachelor’s degree; relevant previous experience in financial technology services.
Requirements
- 7-10 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
- Bachelor’s degree; relevant previous experience in financial technology services
- Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
- Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
- Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
- Strong communication/presentation skills and confidence in all levels of customer engagement/situations
- Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles
Benefits
- Competitive salary
- Benefits
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