Job
Core
Drive retention and growth for enterprise financial trading clients by managing onboarding, training, and post-go-live support while acting as the primary voice of the customer to product and sales teams.
Role type
Senior Customer Success Manager (Financial Trading)
Builds
Customer retention, platform adoption, and expansion opportunities for enterprise accounts
Domain
Financial Trading / Forex
Deliverable
client delivery
Required skills
Customer success management, stakeholder management, financial trading operations, API integration basics, data analysis, NPS analysis
Preferred skills
Technical background in finance or tech, experience with trading platforms
Technologies
APIs
Responsibilities
Onboard new customers and train platform end users, analyze customer health metrics and run NPS surveys, collaborate with engineering to configure software and troubleshoot issues, support renewals and expansion opportunities, represent customer feedback to product and marketing teams, identify cancellation threats and provide growth insights
Seniority
Mid-Senior, hands-on IC