Customer Success Manager - Financial Services
Core
Manage and nurture a portfolio of Financial Services customers to ensure ongoing value from managed services engagements.
Role type
Customer Success Manager (Financial Services)
Builds
Managed services engagements for enterprise clients
Domain
Financial Services (banking, insurance, wealth) + IT Managed Services
Deliverable
client delivery
Required skills
Customer Success, Service Delivery, Account Management, stakeholder management, SLA/KPI management, risk mitigation, lifecycle management, enterprise account management
Preferred skills
Managed Services Provider (MSP) experience, Financial Services domain expertise, IT services/infrastructure/cloud knowledge
Technologies
IT services, infrastructure, cloud, managed services delivery
Responsibilities
Build trusted relationships with business and technology stakeholders; Act as day-to-day operational lead for customers; Oversee service delivery and manage SLAs, KPIs, risks, and escalations; Develop and maintain customer success plans; Drive retention through lifecycle management including renewals; Identify and support growth opportunities; Coordinate across internal delivery and specialist teams
Seniority
Mid-Senior, hands-on IC
