Principal Customer Success Manager
Core
Build and maintain strategic partnerships with large, complex FinTech clients to ensure adoption, satisfaction, and net retention (NRR) of investment management solutions.
Role type
Principal Customer Success Manager (Strategic Account)
Builds
Integrated investment management solutions for asset managers and owners
Domain
FinTech / Investment Management / Asset Management
Deliverable
client delivery
Required skills
Strategic account management, Net Retention Rate (NRR) management, Quarterly Business Review (QBR) orchestration, C-level relationship building, adoption planning, business case formulation, stakeholder expectation management
Preferred skills
Knowledge of Buy-side technology, experience in Asset Management or Asset Owner value chains, commercial acumen, problem-solving
Technologies
Investment management platforms
Responsibilities
Co-create and drive execution of success-planning activities to achieve business outcomes; Establish and maintain C-level trusted relationships to discuss industry trends and value realization; Own the QBR process and manage stakeholder governance; Drive adoption and identify optimization areas to position new products/services; Partner with Sales on complex renewals and business case support.
