Principal Customer Success Manager - Banking
Core
Partner with banking clients to drive product adoption, retention, and revenue expansion by acting as a trusted advisor and managing complex, regulated adoption cycles.
Role type
Principal Customer Success Manager (Banking)
Builds
Long-term client relationships and revenue growth for financial institutions
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Relationship management, regulatory knowledge (GDPR, FCA, KYC/AML), project management, cross-functional collaboration, business insights, upselling
Preferred skills
Analytical skills, process improvement, understanding of end-to-end banking customer journey
Technologies
None stated
Responsibilities
Develop strong client relationships, act as a trusted advisor, provide business insights via QBRs, identify upsell opportunities, assess customer health, coordinate with internal teams, facilitate account changes and training, manage escalations
Seniority
Principal, strategic account ownership & mentorship