Principal Customer Success Account Manager (CSAM)
Core
Strategic advisor for complex financial services customers, building executive partnerships to guide long-term success strategies, accelerate cloud adoption, and advance AI transformation at scale.
Role type
Principal Customer Success Account Manager (CSAM)
Builds
Enterprise-wide cloud, data, security, digital workplace, and AI transformation initiatives for global enterprise accounts.
Domain
Financial services / Regulated industries / Cloud & AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Executive stakeholder management, long-range customer success planning, structured program management, strategic execution across complex ecosystems, risk and governance management, coaching and mentoring
Preferred skills
10+ years in customer success or portfolio management, 5+ years in financial services or highly regulated industries, leadership of enterprise cloud/digital transformation programs, relevant technology certifications (Microsoft/AWS/Azure), ITIL/PMI/Prosci certifications
Technologies
Microsoft Azure, Microsoft 365, AWS, data platforms, cybersecurity tools, AI platforms
Responsibilities
Establish executive-level partnerships with CIOs, CTOs, CISOs, and business-unit leaders; Own long-range Customer Success Planning and governance for major, complex, or global enterprise accounts; Lead enterprise-wide cloud, data, security, digital workplace, and AI transformation initiatives; Drive strategic execution across sales, engineering, product, support, consulting, partners, and customer teams; Influence adoption of Success Management Services to strengthen customer health and drive measurable outcomes; Anticipate and address business, technical, organizational, compliance, and governance risks; Contribute to organizational success by coaching and mentoring others and leading virtual teams
Seniority
Principal, hands-on IC with strategic mentorship
