Customer Success Manager

Job Summary

Managing relationships with key Financial Services customers, the full-time Customer Success Manager will ensure customer satisfaction, promote retention, and drive revenue growth while working remotely and collaborating with internal teams to achieve client objectives.

Key responsibilities

• Act as an advisor to clients, understanding their business needs and delivering maximum value from services
• Champion the customer journey by managing proactive communication, contract renewals, and change management
• Develop strategies to expand engagement and mitigate churn, ensuring long-term account growth

Required qualifications

• BA/BS degree in Business Administration or related quantitative field
• 4+ years of experience in customer-facing success, account management, or strategic consulting, preferably in B2B
• Demonstrated understanding of the Financial Services industry, including experience with Private Equity or Investment Banking firms
• Technical aptitude with intermediate or higher experience in Microsoft Excel and PowerPoint
• Proven ability to manage complex contract renewals and client relationships at all organizational levels