Sr. Client Success Manager - Enterprise
Core
Strategic client advisor managing the post-sales lifecycle for global financial institutions to drive adoption, retention, and revenue growth.
Role type
Senior Enterprise Client Success Manager
Builds
Investment data and AI platform for financial firms
Domain
Financial services / Wealth management / Fintech
Deliverable
client delivery
Required skills
Strategic client advisory, enterprise account management, revenue growth strategy, executive presentation, change management, cross-functional collaboration, financial operations knowledge, complex problem solving, data analysis
Preferred skills
Technical product knowledge, wealth management industry expertise, consulting background
Responsibilities
Oversee full client lifecycle from implementation to renewal, build relationships with C-suite and end-users, drive expansion and retention strategies, lead product demonstrations, facilitate change management, resolve complex client challenges, represent client needs to product teams
Seniority
Senior, hands-on IC