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Finance Client Success Manager

Location: Remote
Compensation: To Be Discussed
Reviewed: Sat, Aug 29, 2026
This job expires in: 29 days

Job Summary

Driving client satisfaction and account growth, the full-time Finance Client Success Manager will manage all aspects of service delivery, advocate for client needs, and collaborate cross-functionally to achieve operational excellence in El Segundo, CA.

Key responsibilities
  • Own all aspects of service delivery, ensuring high-quality execution and meeting margin expectations
  • Collaborate with cross-functional teams to align on client objectives and drive account growth opportunities
  • Serve as the voice of the client, advocating for their needs and managing escalations to ensure satisfaction and retention
Required qualifications
  • Proven experience in client relationship management within the finance industry
  • Strong background in delivery excellence and full lifecycle project leadership
  • Demonstrated ability to drive account growth, including successful renewals and up/cross-sells
  • Exceptional capability in internal orchestration and cross-functional collaboration
  • Commitment to continuous learning and awareness of emerging AI and technology trends

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