Client Strategy, Enterprise
Core
Drive client outcomes, adoption, retention, and expansion for enterprise clients in the investment banking and private equity sectors using AI-powered financial workflows.
Role type
Senior Customer Success Manager (Enterprise)
Builds
AI-driven financial workflow solutions for top-tier investment banks, private equity funds, and investment firms
Domain
Financial Technology (FinTech) / Investment Banking / Private Equity
Deliverable
production ML models
Required skills
Enterprise account management, QBR planning and execution, renewal forecasting and churn mitigation, stakeholder mapping, strategic account planning, client advocacy, feedback loop management
Preferred skills
Front-office experience at top-tier investment banks, private equity, or hedge funds; experience in high-growth enterprise FinTech companies selling to finance; AI product experience
Technologies
AI models, financial workflow automation platforms
Responsibilities
Serve as primary contact for enterprise clients; plan and run quarterly business reviews (QBRs); manage end-to-end renewal processes; monitor customer health and prevent churn; build success and account plans; engage users to become product advocates; relay client insights to product and engineering teams
Seniority
Senior, hands-on IC