Client Success Manager – Banking & Financial Services Industry
Core
Drive client satisfaction, operational excellence, and account growth for Banking and Financial Services clients by serving as the primary liaison between clients and delivery teams.
Role type
Senior Client Success Manager (Account Management)
Builds
Consulting & Engineering Services (CES) delivery, managed services, and professional services engagements for banking clients.
Domain
Banking & Financial Services / Enterprise Technology Services
Deliverable
client delivery | account growth | operational governance
Required skills
client relationship management, revenue forecasting, contract management, service level attainment, risk management, stakeholder coordination, resource planning, change control, financial governance
Preferred skills
global delivery experience, managed services models, AI-driven solutions knowledge, cross-sell/upsell initiatives
Technologies
cloud, data, AI, enterprise technology services
Responsibilities
Own day-to-day delivery activities including client satisfaction, contract performance, profitability, and resourcing coordination; Partner with delivery and project teams to ensure successful execution of engagements; Support account growth through opportunity identification, pipeline development, and contract renewals; Coordinate activities across internal and client-facing stakeholders; Build trusted client relationships by understanding business objectives and aligning capabilities to outcomes; Support resource planning to align skills and capacity to account requirements; Assist with financial governance including revenue forecasting, margin performance, and cash collection; Act as the voice of the client to advocate for priorities and resolve issues; Implement account governance processes including service reviews, KPI tracking, and risk management.
Seniority
Senior, hands-on IC with account ownership