Job Summary

A financial services platform provider has an open position for a Remote Financial Services Principal Customer Success Manager.

Must be able to:

• Determine and set quarterly objectives and KPIs to monitor the health of the partnership
• Organize technical and other supporting resources to meet company's needs
• Build deep relationships across company's organization to meet both current and future potential needs

Applicants must meet the following qualifications:

• Travel 1- 2 times a month
• Experience developing and managing executive-level relationships within customer portfolio
• Experience managing complex, multi-million dollar accounts
• At least 10 years experience in customer success, account management or strategic customer-facing consulting roles
• Strong project management experience
• Excellent communication skills, from presentations to negotiations