Customer Success Manager
Core
Drive client satisfaction and success for large, complex financial institutions by managing enterprise customer relationships, ensuring seamless onboarding, and delivering support for AI-driven solutions.
Role type
Senior Customer Success Manager (Financial Services)
Builds
Client retention, adoption, and strategic alignment for SaaS AI platform
Domain
Financial Services / AI / Fraud Detection
Deliverable
client delivery
Required skills
Enterprise software training, stakeholder management, strategic relationship management, onboarding, expectation management, cross-functional collaboration
Preferred skills
Financial compliance background, Master's degree, East Coast location preference
Technologies
Enterprise SaaS platforms, AI-driven risk analysis tools
Responsibilities
Maintain and enhance strategic relationships with high-value clients, ensure clients derive maximum value from AI solutions, manage client lifecycle support, collaborate with Product, Data Science, and Engineering teams to meet commitments.
Seniority
Senior, hands-on IC
