Hybrid Strategic Customer Success Manager, Financial Services

Posted last month

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About the role

  • Act as the strategic partner and main point of contact for leading financial institutions
  • Build and manage senior level relationships, including C suite engagements; developing new and existing relationships across your customers
  • Develop tailored success plans that align AI adoption with business goals
  • Meticulously project manage programs that will help customers drive adoption, business value and renew usage of WRITER
  • Own the full customer renewal process, including forecasting, negotiating, and proposal creating
  • Be accountable for Gross and net dollar retention rate targets for your customers
  • Collaborate with Sales to identify and execute expansion opportunities
  • Advocate for customer needs internally, especially around regulated use cases
  • Analyze product usage data to provide deeper insights to customer champions, and smarter understanding of customer adoption and value opportunities

Requirements

  • 7+ years experience in financial services, with experience in banking, asset management, fintech, or management consulting
  • 3-5+ years experience in a customer facing saas or consulting role with a focus on transformation, strategy, or enablement
  • Proven ability to manage and influence executive stakeholders, including C-level decision makers
  • Deep understanding of the financial services landscape, including its specific challenges, regulatory environment, and communication standards
  • Skilled at leading complex projects, aligning on KPIs, and driving adoption at scale
  • Analytics thinker with business acumen; you can link product value to business impact
  • Excellent communicator; incredibly curious and active listener
  • Proactive, self-motivated, and highly organized in a fast paced environment
  • A natural affinity to our values of Connect, Challenge, Own

Benefits

  • Generous PTO, plus company holidays
  • Comprehensive medical and dental insurance
  • Paid parental leave for all parents (12 weeks)
  • Fertility and family planning support
  • Early-detection cancer testing through Galleri
  • Competitive pension scheme and company contribution
  • Annual work-life stipends for:
  • Home office setup, cell phone, internet
  • Wellness stipend for gym, massage/chiropractor, personal training, etc.
  • Learning and development stipend
  • Company-wide off-sites and team off-sites
  • Competitive compensation and company stock options

Job title

Strategic Customer Success Manager, Financial Services

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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