Strategic Customer Success Manager
Core
Strategic Customer Success Manager for Trulioo's largest enterprise customers in fintech, payments, and crypto, driving adoption, retention, and revenue growth while acting as a trusted advisor.
Role type
Senior Strategic Customer Success Manager (Enterprise)
Builds
Customer success plans, account expansion strategies, and QBR materials for high-value B2B SaaS clients.
Domain
Fintech, Digital Identity, Compliance (KYC/AML), Financial Services
Required skills
Enterprise account management, strategic relationship building, complex stakeholder management, upsell/cross-sell strategy, data analysis, compliance expertise (KYC/AML), AI tool proficiency, cross-functional leadership
Preferred skills
Experience in crypto, online trading, or wealth management, background in identity verification, mentoring CSM teams
Technologies
Excel, BI tools, AI tools
Responsibilities
Own day-to-day engagement and success plans for largest customers; lead high-stakes escalations; drive product suite adoption and NPS; influence product roadmap; plan long-term expansion and upsell; mentor CSM team; leverage AI for workflow optimization and data analysis.
Seniority
Senior, hands-on IC with mentorship responsibilities
