Customer Account Manager at CFO Insights
Core
Shape and execute client success strategy, scale operations, and lead a high-performing team to drive customer growth and satisfaction for a CFO forum.
Role type
Senior leadership / Head of Client Success & Operations
Builds
Client success function, operations infrastructure, and cross-departmental processes for a B2B media platform
Domain
Financial services media / B2B SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Team leadership and scaling, client success strategy, operations scaling, project management, process creation, cross-departmental collaboration, product-led approach, commercial acumen, automation implementation
Preferred skills
Experience in high-growth startups, revenue growth driving, international expansion, coaching and mentoring
Technologies
N/A
Responsibilities
Manage, grow, and mentor the client success team; onboard new clients and manage delivery processes; implement people management best practices; build cross-departmental processes; drive product-led user journey improvements
Seniority
Senior, hands-on IC with leadership mandate
