Job Details

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Strategic Customer Success Manager in the United States.

This role sits at the center of long-term customer value creation, supporting sophisticated investment and wealth management clients as they adopt and expand their use of advanced SaaS and AI-powered solutions. You will act as a trusted strategic partner to mid-enterprise and enterprise financial institutions, guiding them through onboarding, adoption, and ongoing platform maturity. The position blends relationship management, product expertise, and data-driven strategy to ensure customers achieve measurable business outcomes. Working in a fast-paced, high-growth environment, you will collaborate closely with Sales, Product, and Support teams to deliver seamless customer experiences. You will also leverage modern AI tools and analytics platforms to uncover insights, anticipate risks, and drive proactive engagement at scale. This is a high-impact role where customer success directly influences retention, expansion, and long-term partnership value.

Accountabilities:

• Manage a portfolio of mid-enterprise and large investment and wealth management clients, driving adoption, satisfaction, and long-term retention
• Guide customers through onboarding, implementation readiness, and time-to-value acceleration
• Develop and execute strategic account plans aligned with customer goals, KPIs, and business outcomes
• Drive product adoption through training sessions, enablement programs, and proactive engagement strategies
• Identify expansion opportunities and support revenue growth through deeper platform utilization
• Own renewal processes and retention strategies while maintaining strong customer health and sentiment
• Partner closely with Sales, Product, Support, and Customer Experience teams to resolve issues and remove friction points
• Translate customer feedback into actionable insights to inform product and roadmap decisions
• Build and nurture executive and end-user relationships to strengthen strategic alignment
• Leverage data, CRM tools, and AI-powered platforms to monitor account health and mitigate risks proactively
• Contribute to customer advocacy efforts, including case studies, references, and community engagement
• Collaborate cross-functionally to continuously improve customer success processes and workflows

Requirements:

• 8+ years of experience in Customer Success, SaaS account management, consulting, or similar client-facing roles
• Strong understanding of financial markets and investment management workflows (front, middle, or back office)
• Knowledge of investment products such as equities, fixed income, derivatives, funds, private assets, and FX
• Proven experience managing enterprise-level customer relationships in a B2B SaaS environment
• Excellent communication and stakeholder management skills, with ability to engage executive-level audiences
• Strong analytical mindset with ability to translate data into actionable customer strategies
• Ability to manage multiple complex accounts in a fast-paced, high-growth environment
• Comfortable leveraging AI tools and modern SaaS platforms to enhance productivity and decision-making
• Strong organizational skills with attention to detail across multiple priorities
• Collaborative mindset with ability to work effectively across Sales, Product, and Support teams
• Strong problem-solving ability and proactive, ownership-driven approach
• Curiosity and willingness to learn emerging technologies and industry trends

Benefits:

• Competitive total compensation with a target OTE of $187,000-$234,000 (based on experience)
• Equity participation through a company stock plan
• Unlimited paid time off to support work-life balance
• Comprehensive health insurance with $0 employee contribution options
• Educational reimbursement programs for professional development
• Wellness reimbursement and support initiatives
• Remote-friendly, high-flexibility work environment
• Strong career growth opportunities within a high-impact, fast-scaling organization
• Exposure to advanced AI-driven tools and modern SaaS technologies
• Collaborative, values-driven culture focused on ownership, transparency, and continuous learning

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.