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Banking & Financial Services Client Success Management Leader

USA - NY - NEW YORK💼 Full-time💰 $139,200–$139,200🗓 2026-08-28 → 2026-09-26

Core

Lead a team of Client Success Managers to drive customer retention, expansion, and financial performance for strategic enterprise clients in the Financial Services Industry.

Role type

Senior IC Client Success Management Leader (Player-Coach)

Builds

Strategic enterprise accounts and revenue growth within the Financial Services portfolio

Domain

Banking & Financial Services / Technology Consulting & Engineering Services

Deliverable

production ML models | product features | dashboards & analysis | client delivery

Required skills

Enterprise account leadership, P&L ownership, revenue growth strategy, executive relationship management, portfolio management, financial forecasting, team leadership, operational governance

Preferred skills

Banking and Financial Services industry experience, Digital Engineering knowledge, Cloud Transformation expertise, Data & AI capabilities

Technologies

Digital Engineering, Software Engineering, Enterprise Platforms, Application Modernization, Cloud Transformation, Data Analytics, AI, Automation

Responsibilities

Own and grow a portfolio of strategic FSI accounts; Build trusted relationships with senior client stakeholders; Lead account planning and executive business reviews; Drive expansion pipeline generation and account growth; Monitor customer health and delivery performance; Own revenue, profitability, and growth performance across the assigned portfolio

Seniority

Senior, hands-on IC with team leadership

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