Client Success Manager

• Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
• Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
• Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization.
• Develop a deep understanding of clients’ business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption.
• Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn.
• Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback.
• Capture, communicate, and bring forward expansion recommendations from customer insights to sellers.
• Act as a liaison between product management and clients; partner with sales & professional services teams.
• Participate in the renewal process and articulate the renewal value story to clients.

• 3-5 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
• Bachelor’s degree; relevant previous experience in financial technology services
• Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
• Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
• Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
• Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles

Demonstrates expertise in Client Success and Account Management, with a strong focus on financial technology services. Capable of analyzing client data to drive product adoption and articulate business value to stakeholders.

• Client Success Management
• Financial Technology Knowledge
• Analytical Skills
• Cross-Functional Collaboration
• Stakeholder Communication

• Client Success
• Account Management
• Data Analysis
• KPI Development
• Product Adoption Strategies

• Leadership
• Relationship Building
• Strategic Advisory
• Proactive Engagement
• Communication

• Financial Technology Services
• Market Trends
• Client Health Analysis
• Renewal Process
• Business Value Articulation

• Tableau
• Data Visualization Software