Client Success Manager
Core
Own end-to-end relationships with banking clients, acting as a trusted advisor to ensure platform adoption, retention, and long-term success.
Role type
Senior Client Success Manager (B2B SaaS/Fintech)
Builds
Client retention, platform adoption, and scalable customer success frameworks
Domain
Fintech / AI-native banking platform
Deliverable
client delivery
Required skills
client relationship management, project management, implementation leadership, cross-functional coordination, risk management, stakeholder influence, strategic planning, feedback synthesis
Preferred skills
financial services domain knowledge, core banking or payments experience, CRM/project tool proficiency, startup environment experience
Responsibilities
Act as main point of contact for clients; drive client satisfaction and retention; lead onboarding and implementation projects; build and run project plans with clear metrics; coordinate cross-functional teams to resolve issues; share client feedback to shape product roadmap; develop scalable customer success frameworks and playbooks.
Seniority
Senior, hands-on IC