Client Success Manager – Finance Industry
Core
Drive client satisfaction, operational excellence, and account growth for Finance Industry clients by serving as the primary liaison between clients and delivery teams.
Role type
Senior Client Success Manager (Finance)
Builds
Consulting & Engineering Services (CES) delivery, managed services, and professional services engagements
Domain
Finance Industry / Enterprise Technology Services
Deliverable
client delivery
Required skills
Client relationship management, revenue forecasting, contract management, service level attainment, risk management, resource planning, stakeholder coordination, financial governance, account growth strategy
Preferred skills
Global delivery environment experience, managed services models, AI-driven solutions knowledge, enterprise technology services understanding
Technologies
Cloud, data, AI, application services
Responsibilities
Own day-to-day CES delivery activities including client satisfaction, contract performance, and profitability; Partner with delivery and project teams to ensure successful execution; Support account growth through opportunity identification and renewals; Coordinate account activities across internal and client-facing stakeholders; Assist with financial governance including revenue forecasting and cash collection; Act as the voice of the client to advocate for priorities and resolve issues; Implement account governance processes including service reviews and KPI tracking.
Seniority
Senior, hands-on IC