Customer Success Manager, Financial Services

Overview

As a Customer Success Manager focused on Financial Services, you drive product adoption and ongoing value for clients across asset management, investment banking, private equity/VC, and hedge funds. You collaborate with the account team to optimize renewals and growth, and you translate client needs into product and content enhancements. You’ll build trusted relationships with investment professionals and act as the voice of the customer to influence product strategy and Beta programs. This role combines client success, product expertise, and cross‑functional collaboration to scale impact.

Responsibilities

• Partner with GTM teams to align account strategies and goals
• Leverage internal data tools to monitor client engagement and identify value opportunities
• Identify growth opportunities and detect early churn signals to support retention
• Build and curate financial services use cases by discovering clients’ workflows and pain points
• Engage with investment professionals to understand challenges and deliver white-glove service
• Translate client feedback into product/content improvements and participate in product development

Key requirements

• 2+ years’ experience in a Financial Services role or fintech/SaaS client support
• Interest in generative AI in Financial Services
• Executive presence with strong presentation skills
• Autonomy and ownership mindset to drive workflow transformation
• Consultative, client-facing professional with ability to distill complex issues to business audiences
• Strong cross-functional collaboration and stakeholder management

• Client-centric
• Problem solver
• Strong communication and presentation
• Data-driven decision making
• Stakeholder management
• Workflow discovery and use-case development

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