Customer Success Manager

Vaga não está no LinkedIn

🕒 Ontem

🗽 New York – Remoto

🗽 New York – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🏆 Sucesso do Cliente

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OnCorps AI

SiteLinkedInTodas as Vagas

51 - 200 funcionários

💸 Finanças

💳 Fintech

🤖 Inteligência Artificial

Finance • Fintech • Artificial Intelligence

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Descrição

• Serve as the primary owner of enterprise account relationships, focusing on strategic alignment, account growth, and upsell opportunities • Build and maintain long-term account strategies and provide cross-product support to clients • Partner with Product, Marketing, Delivery, and Engineering to advocate for client needs, refine value propositions, and align the product roadmap with client success • Collaborate with Solutions Engineers to oversee client onboarding, implementation scoping, and post-go-live delivery • Develop and execute strategic account plans to ensure client retention, maximize expansion, and demonstrate client value • Build and adhere to customer success metrics and maintain client health records, milestones, and expansion pipelines in HubSpot and Gong • Deliver data-driven insights on client health, product adoption, and account growth to senior leadership • Monitor market trends, regulatory changes, and client needs in investment management and the middle-to-back office space

🎯 Requisitos

• 8+ years of experience in Customer Success, Relationship Management, or Account Strategy in investment operations technology or financial services • Strong domain expertise in investment management middle- and/or back-office solutions or related areas such as fund accounting, financial/regulatory reporting, and investment operations reconciliations • Proven track record managing high-value institutional accounts, achieving retention targets, and driving account growth and expansion • Ability to engage and influence senior executives and C-suite stakeholders with credibility • Strategic mindset capable of translating client operational challenges into technical solutions and growth opportunities • Understanding of relevant financial market regulations • Experience in or eagerness to leverage AI tools to automate and scale operations • Excellent communication, presentation, and negotiation skills • Executive presence and strong interpersonal skills

🏖️ Benefícios

• Equal opportunity employer committed to diversity and inclusion • Reasonable accommodations for persons with disabilities