Client Success Manager responsible for driving client satisfaction in investment banking. Collaborating with internal teams to enhance client adoption, retention, and success.
Responsibilities
Own and nurture strong relationships across a book of strategic and mid-market investment banking clients in Japan.
Serve as the primary point of contact, engaging with both senior executives and day-to-day users across business, operations, and technology teams
Act as a trusted advisor to stakeholders at all levels, leveraging a consultative approach to drive adoption, deliver measurable results, and maximize value for our clients
Collaborate closely with Support, Product and other internal teams to ensure timely resolution of client issues
Act as the client’s advocate by managing requests, escalating challenges, and championing their priorities across the organization
Proactively identify and mitigate churn risks, driving strong retention by reinforcing value and alignment with clients’ business objectives
Partner with Account Managers on strategic accounts to support upsell and cross-sell opportunities
Drive organic expansion by uncovering new use cases, increasing adoption, and broadening platform engagement across owned accounts
Partner closely with Sales, Account Management, Product, and other internal teams to deliver a cohesive, seamless client experience
Share client insights and feedback internally to inform product roadmap and support strategic prioritization
Requirements
5-7+ years of experience in customer success, relationship management or account management roles, preferably within SaaS.
Proven track record managing enterprise relationships in financial services, specifically investment banking, capital markets, or institutional research.
Commercially minded, with demonstrated success in increasing client value, supporting growth initiatives and strengthening long term relationships
Aptitude for navigating complex enterprise platforms
Ability to develop deep product expertise and translate technical concepts for diverse audiences
Experienced in leveraging data to drive retention, adoption and proactive engagement
Strong communication, problem solving, and executive presence
Efficiency in both Japanese and English language (written and spoken)
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