Customer Success Manager, Financial Services
Core
Strategic partner and trusted advisor to complex Financial Services customers (Banking, Insurance, Asset & Wealth Management, Data Providers) driving AI adoption and scaling usage of Anthropic's Claude capabilities.
Role type
Enterprise Customer Success Manager (Financial Services)
Builds
Strategic partnerships and expanded AI usage for enterprise clients in the Financial Services industry.
Domain
Financial Services (Banking, Insurance, Asset & Wealth Management, Data Providers) + Generative AI
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer Success, Technical Account Management, Solutions Engineering, Financial Services domain expertise, AI/ML concepts, API integrations, change management, usage planning, ROI analysis, cross-functional collaboration
Preferred skills
Experience with consumption-based and seat-based business models, strategic growth planning, regulatory/risk/compliance knowledge in FSI
Technologies
Claude Enterprise, Claude Code, API
Responsibilities
Build strategic relationships with key decision makers to understand business objectives and identify optimization opportunities; Guide customers on best practices for Claude products (API, Code, Enterprise); Proactively drive usage planning and monitor patterns to maximize value; Serve as thought partner by socializing product roadmap and engaging Product PMs; Document and quantify customer value (ROI, impact metrics); Identify new use cases and lines of business; Develop change management strategies and enablement programs; Own customer lifecycle including account plans and Quarterly Business Reviews; Develop scalable engagement playbooks for the industry portfolio.
Seniority
Senior, hands-on IC
