Client Success Manager
Core
Drive portfolio retention and expansion for B2B clients using machine learning financial software, converting pilots to long-term contracts and managing account health.
Role type
Senior B2B Client Success Manager
Builds
Long-term commercial agreements and expanded account placements for financial services clients
Domain
Fintech / Financial Software
Deliverable
client delivery
Required skills
B2B account management, SaaS metric analysis (GRR/NRR), consultative discovery, cross-functional leadership, Salesforce proficiency, revenue forecasting
Preferred skills
Experience in debt collections or payments, C-suite presentation skills
Responsibilities
Execute strategic account plans to maximize retention and expansion, convert pilot programs into long-term contracts, lead quarterly business reviews, build multithreaded partnerships with client decision-makers, orchestrate cross-functional teams to solve client challenges, manage account health metrics and revenue forecasting
Seniority
Senior, hands-on IC
