CareerPlan

Customer Success Manager

RemoteFull-time2026-09-01 → 2026-11-11
Remote

Core

Build and execute strategic account plans to drive client satisfaction, retention, and growth for enterprise financial institutions and fintech clients using AI-powered compliance tools.

Role type

Senior Customer Success Manager (Enterprise SaaS)

Builds

Strategic account plans and client success strategies for financial crime compliance software

Domain

Fintech / Financial Crime Compliance / SaaS

Deliverable

client delivery

Required skills

Strategic account planning, stakeholder management at senior levels, data analysis, solutioning, cross-functional collaboration, discovery skills

Preferred skills

Financial Institution or Fintech experience, AI product knowledge

Responsibilities

Develop strong genuine client relationships with management and senior levels; Act as a trusted advisor coaching customers on AI in compliance; Collaborate cross-functionally in a fast-paced environment; Solve customer problems with creativity and pragmatism

Seniority

Senior, hands-on IC