CareerPlan

Banking & Financial Services Client Success Management Leader

USA - NY - NEW YORKFull-time$139k–$289k2026-08-28 → 2026-11-11
Hybrid

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 Client Success Management Leader (Player-Coach)

Builds

Strategic enterprise accounts and revenue growth within the Financial Services portfolio

Domain

Banking & Financial Services / Technology Consulting

Required skills

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

Preferred skills

Banking/Financial Services industry experience, technology services background, cloud transformation knowledge, data analytics expertise

Technologies

Digital Engineering, Software Engineering, Enterprise Platforms, Application Modernization, Cloud Transformation, Data & 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; Monitor customer health and delivery performance; Own revenue, profitability, and growth performance across the assigned portfolio

Seniority

Senior, hands-on IC with team leadership