Customer Success Manager

Senior Client Success Manager – Enterprise

Location: New York, NY

Work Model: Hybrid – 3 days per week in the office

The Opportunity

A growing financial technology company is looking for a Senior Client Success Manager to join its enterprise client success organization and take ownership of a portfolio of sophisticated financial-services clients.

This is an opportunity to step into a highly visible role where client success goes well beyond simply managing relationships. You will become a trusted advisor to senior stakeholders, helping clients maximize the value of a complex technology platform while identifying opportunities to expand the relationship.

The ideal candidate is someone who understands enterprise SaaS, knows how to build credibility with sophisticated financial-services organizations, and is commercially minded enough to recognize where additional value can be created within an existing account.

What You’ll Do

Own a Portfolio of Enterprise Clients

• Manage a portfolio of strategic financial-services accounts and serve as the primary post-sale relationship owner.
• Build relationships across multiple levels of each organization, from day-to-day users to senior executives.
• Develop a deep understanding of each client’s business, objectives, challenges, and priorities.
• Establish regular engagement cadences, including business reviews, status meetings, and strategic check-ins.
• Monitor account health, engagement, and usage and proactively address potential issues before they become problems.
• Attend industry conferences, client events, and other forums to strengthen relationships and stay close to the market.

Drive Client Adoption & Value

• Partner with onboarding and implementation teams to ensure a successful transition after the sale.
• Help clients maximize adoption and realize measurable value from the technology and associated services.
• Understand how clients are using the platform and identify opportunities to improve engagement and outcomes.
• Become a subject-matter resource clients can rely on for guidance and solutions.
• Bring client feedback and market intelligence back to product and internal teams.
• Coordinate with support and other internal resources to ensure client issues are resolved quickly and effectively.

Retain & Grow Existing Accounts

• Own renewal relationships and manage the renewal process from planning through completion.
• Identify opportunities to expand the relationship by understanding evolving client needs.
• Take ownership of appropriate upsell opportunities within existing accounts and partner with sales on more complex opportunities.
• Act as the quarterback when additional resources are required to develop an expansion opportunity.
• Build relationships beyond the initial user group to uncover additional opportunities within the organization.
• Identify account risks early and develop strategies to protect and grow recurring revenue.

What We’re Looking For

• Several years of experience in Client Success, Account Management, Strategic Account Management, or a similar client-facing role within B2B technology.
• Experience working with financial-services clients, ideally within investment management, capital markets, financial technology, or a related environment.
• Demonstrated experience managing complex enterprise relationships.
• Strong commercial instincts and the ability to recognize and develop expansion opportunities within existing accounts.
• Comfortable owning renewal conversations and navigating enterprise procurement, legal, and commercial processes.
• Ability to understand sophisticated, data-driven technology and communicate its value to both technical and business stakeholders.
• Excellent communication skills with the ability to build credibility with senior executives.
• Highly organized and capable of managing multiple accounts with different levels of complexity simultaneously.
• A consultative mindset — you listen carefully, understand the underlying business problem, and know how to connect clients with the right solution.
• A proactive approach to client management; you don’t wait for a client to raise an issue before engaging.

What Makes This Role Different

This isn’t a traditional “check-the-box” customer success position.

You will have significant ownership of your accounts and will be expected to understand the client’s business well enough to identify ways the relationship can become more valuable over time.

The company is looking for someone who can operate at the intersection of Client Success, Strategic Account Management, and consultative selling — someone who can protect existing revenue while helping create new revenue opportunities within established relationships.

You’ll also be joining at an important stage of the company’s growth, giving you the opportunity to help shape how the client success function evolves as the organization scales.

Why Consider It?

• High-impact role with direct ownership of enterprise client relationships
• Opportunity to work with sophisticated financial-services organizations
• Combination of client success, strategic account management, and commercial responsibility
• Exposure to senior decision-makers across your client portfolio
• Opportunity to help shape a growing client success organization
• Hybrid New York-based environment