Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager responsible for managing key financial accounts and driving customer retention and growth.

Key Responsibilities

• Own the end-to-end customer lifecycle, ensuring high-touch onboarding and consistent value delivery for a dedicated book of business
• Transition accounts from reactive usage to proactive strategic roadmaps, identifying critical workflows for deeper value
• Provide technical advisory and training on the platform, translating capabilities into solutions for various use cases

Required Qualifications

• Proven experience in Customer Success or Account Management in a technical role supporting complex SaaS/AI solutions
• Deep knowledge of Regulatory and Compliance workflows, including Sanctions, AML, Financial Crime, and TPRM
• Mastery of the renewal lifecycle, including contract negotiation and commercial forecasting
• High technical acumen with the ability to learn and train others on complex data platforms
• Exceptional executive communication skills to convey value to senior stakeholders