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Strategic Customer Success Manager

1 month, 1 week ago
United States
Full-time
Lead
Customer Success Manager
Customer and Technical Support
AWS Confluence JIRA Salesforce
Apply Now
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Professional Services
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Description

  • Build trusted relationships with investment and wealth management clients to drive adoption, satisfaction, and long-term partnership.
  • Guide customers through onboarding and implementation readiness to accelerate time-to-value.
  • Develop and execute strategic account plans aligned to client business objectives and measurable outcomes.
  • Drive product adoption through training, enablement sessions, and ongoing strategic guidance.
  • Identify and advance expansion opportunities through increased platform utilization and cross-functional alignment.
  • Manage renewals and retention strategies while maintaining strong customer sentiment and engagement.
  • Partner with Sales, Product, Support, and Customer Experience teams to resolve issues and remove adoption barriers.
  • Advocate for customer needs by translating feedback into actionable insights for internal teams.
  • Enable customer advocacy through references, case studies, and community engagement.
  • Leverage data and AI-enabled tools to monitor health, analyze trends, and proactively mitigate risk.

Requirements

  • 8+ years of experience in Customer Success, SaaS account management, consulting, or similar client-facing roles.
  • Strong understanding of financial markets and the institutional or HNW investment lifecycle across front, middle, or back office workflows.
  • Familiarity with investment products including equities, fixed income, derivatives, funds, private assets, and FX.
  • Proven ability to manage enterprise customer relationships and drive product adoption in a B2B SaaS environment.
  • Excellent communication skills with the ability to engage both executive stakeholders and end users.
  • Demonstrated ability to manage multiple priorities in a fast-paced, high-growth environment.
  • Analytical mindset with the ability to translate data into actionable customer strategies.
  • Comfort leveraging modern tools and AI-driven workflows to enhance productivity and outcomes.
  • Strong organizational skills and attention to detail across multiple accounts and initiatives.
  • Ability to collaborate cross-functionally with go-to-market, product, and customer teams.
  • Willingness to learn and apply emerging technologies within a business domain.
  • Ability to work in the United States without employer sponsorship.
  • Experience working with investment management software platforms (bonus).
  • Familiarity with tools such as Salesforce, Pendo, Slack, Jira, Confluence, and Excel (bonus).
  • Basic understanding of APIs, AWS, or public cloud infrastructure (bonus).
  • Progress toward or completion of certifications such as CFA or CAIA (bonus).
  • Experience contributing to customer advocacy programs, events, or community initiatives (bonus).

Benefits

  • Target cash compensation of $187,000 to $234,000 OTE.
  • Eligibility to participate in the Company Stock Plan.
  • Unlimited vacation.
  • Educational reimbursements.
  • Wellness reimbursements.
  • $0 cost employee insurance plans.
  • Opportunities for career advancement.
  • Remote/hybrid/onsite flexibility indicated by the listing (#LI-Remote, #LI-Hybrid, #LI-Onsite).

Interested in this position?

Apply directly on the company website

Apply Now

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