Customer Success Manager

Recruitment Consultant @ Maxwell Bond | Tech Sales | SaaS Sales | Start-ups | Scale-ups | Pre-IPO | Hiring top GTM talent across the US & UK

Remote role, must be based EST time zone.

About the Role

In this role you’ll be part of the Client Success team – the heartbeat of long‑term client partnerships, driving measurable impact for global enterprises in banking, finance, and subscription‑based industries.

As an Account Manager
, you’ll be the strategic leader and trusted advisor for a portfolio of our most valued enterprise clients across North America. You’ll shape growth strategies, own commercial outcomes, and build high‑impact relationships that accelerate value creation and business transformation.

This isn’t a passive “relationship management” role, it’s a hands‑on commercial leadership position where you’ll champion client success, drive expansion, and unlock new opportunities within complex client ecosystems.

What You’ll Do

• Own your portfolio: Take full commercial ownership of a portfolio of enterprise clients – ensuring revenue retention, growth, and long‑term partnership health.
• Drive growth: Negotiate and close renewals and expansions (including multi‑year and enterprise‑wide contracts), consistently delivering against annual revenue targets.
• Expand strategically: Identify whitespace opportunities and drive upsell/cross‑sell across the full Aptitude solution suite, extending into parent companies, subsidiaries, and sister organisations.
• Engage at the top: Lead strategic, C‑suite‑level engagements, delivering ROI‑driven QBRs that position Aptitude as an indispensable growth partner.
• Plan for success: Build and execute data‑informed account expansion strategies that directly connect adoption to commercial outcomes.
• Forecast with precision: Maintain ≥90% accuracy in renewal and expansion forecasting, ensuring predictable and sustainable growth.

Your Impact Will Be Measured By

• Portfolio Growth: ≥10% expansion uplift annually

What You’ll Bring

• Extensive experience in enterprise SaaS Customer Success or Account Management roles
• A proven record of owning and closing renewals and expansions independently
• Demonstrated success expanding into new business units or affiliated organisations
• Consistent over achievement of commercial targets (renewals, upsells, multi‑year contracts)
• Executive presence and confidence influencing C‑level stakeholders
• Strong commercial acumen – you know how to tie product adoption to ROI and tangible business outcomes

What We Offer

We invest in your growth and well‑being because when you thrive, our clients do too.

• Competitive base salary + commission
• 401(k) with employer matching
• Comprehensive medical, dental, and vision insurance
• Life and disability coverage
• Pre‑tax savings accounts
• Share Save scheme – purchase Aptitude shares on preferential terms
• Generous vacation and PTO
• Hybrid, flexible working model to fit your life and rhythm

Where You’ll Work

You’ll be based in the EST time zone
, with the flexibility to design your own hybrid schedule. We ask that you join your team in‑office in Boston occasionally.

This role also involves occasional travel across North America and internationally for client engagements and team events.

• Mid‑Senior level

• Full‑time

• Sales and Business Development

• Financial Services and Software Development