Principal Customer Success Manager
Core
Principal Customer Success Manager responsible for building strategic partnerships with C-level clients to drive adoption, maximize value, and ensure net retention in the investment management sector.
Role type
Principal Customer Success Manager (Strategic Account Management)
Builds
Strategic client relationships, adoption plans, and renewal strategies for complex global financial clients.
Domain
FinTech / Investment Management / Asset Management
Required skills
Strategic account management, C-level relationship building, adoption planning, net retention management, business case formulation, stakeholder governance, industry knowledge (Asset Management/Buy-side), commercial acumen, problem-solving.
Preferred skills
Experience with Customer Success Planning, ability to impact business process decisions, fluency in English and French.
Technologies
SimCorp investment management solutions
Responsibilities
Manage strategic client relationships and maintain customer satisfaction; Establish and maintain C-level long-term trusted relationships; Drive customer adoption and coordinate engagement of users and specialists; Own the Quarterly Business Review (QBR) process; Secure positive net retention rate (NRR) at renewal; Partner with management to identify strategic business outcomes and transformation initiatives.
Seniority
Principal, strategic partnership & mentorship