Senior Customer Success Manager
Core
Drive net revenue retention and growth for high-profile B2B customers in financial services and fintech by aligning product capabilities with customer needs and use cases.
Role type
Senior Customer Success Manager (IC)
Builds
Customer revenue, account value, and strategic partnerships for a digital identity verification platform.
Domain
Fintech, Digital Identity, Compliance, Financial Services
Required skills
B2B SaaS sales, complex account management, C-suite engagement, revenue forecasting, churn mitigation, stakeholder management, data analysis, CRM proficiency, AI tool usage
Preferred skills
Experience in security/compliance, financial services, Salesforce, Excel/BI tools
Technologies
Salesforce, CRM, ticketing tools, product management tools, Excel, BI tools, AI tools
Responsibilities
Identify and close upsell/cross-sell opportunities; lead contract renewals and amendments; build strategic relationships with C-suite decision-makers; manage multiple stakeholders across business units; analyze product performance metrics; leverage AI to improve productivity and prepare QBR materials.
Seniority
Senior, hands-on IC
