Customer Success Manager – Key Accounts

Key Customer Success Manager – Strategic Accounts

Location: Remote (Eastern or Central time zone preferred)

Industry: Financial Services Technology / Compliance Software

About the Opportunity

A fast-growing compliance technology company serving regulated financial services firms is looking for a Key Customer Success Manager to own its most strategic client relationships. The company’s platform helps FINRA- and SEC-regulated firms manage compliance across the full lifecycle of their communications.

The Role

You will manage a portfolio of about 70 of the company’s largest and most strategic accounts, representing $8–10M in annual recurring revenue. You will be the trusted advisor who makes sure these clients get full value from the platform, stay engaged and renew.

Responsibilities

• Own retention and client health across a portfolio of strategic enterprise accounts
• Build relationships with compliance, operations and executive stakeholders
• Drive platform adoption through onboarding, training and regular business reviews
• Spot risk early and lead plans to protect revenue
• Pass expansion opportunities to Account Management and work with them on account strategy
• Represent the client’s voice to product and leadership teams

Qualifications

• Customer Success or account management experience at a financial software or technology company
• Track record of managing large, complex enterprise accounts
• Experience working with wealth managers, asset managers, broker-dealers or other regulated financial institutions
• Compliance or regulatory technology experience is a strong plus
• Comfortable in a smaller, entrepreneurial environment
• Strong communication and executive presence