Client Success Manager – Finance / Insurance Industry
Core
Drive client satisfaction, operational excellence, and account growth for Finance/Insurance 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
Domain
Finance / Insurance Industry + Enterprise Technology Services
Deliverable
client delivery | account growth | operational governance
Required skills
client relationship management, revenue forecasting, contract management, service level attainment, resource planning, risk management, 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 delivery activities including client satisfaction, contract performance, profitability, and resourcing coordination; Partner with delivery and project teams to ensure successful execution; Support account growth through opportunity identification and renewals; Coordinate activities across internal and client-facing stakeholders; Build trusted client relationships by aligning capabilities to client outcomes; Assist with financial governance including revenue forecasting and margin performance; Act as the voice of the client to advocate for priorities and resolve issues; Implement account governance processes including KPI tracking and risk management.
Seniority
Senior, hands-on IC with revenue responsibility
