CSM Manager, FS HG

📋 Description

• Lead & Develop a High-Impact Team: Manage a group of approximately 3-5 Product Specialists
• Drive Client Value: Ensure PS-led engagements — from product demos to adoption campaigns — are
• Strategic Account Coverage: Partner with sales leadership to prioritize accounts, align team
• Operational Excellence: Build scalable playbooks, demo flows, and talk tracks for key personas
• Cross-Functional Collaboration: Work with Enablement, Marketing, and Product teams to align

🎯 Requirements

• 2+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or
• 1+ years leading high-performing teams.
• Deep understanding of financial services workflows; expertise in investment banking, private
• Exceptional communicator with strong presentation skills and the ability to tailor narratives to
• Data-driven decision-maker who uses metrics and insights to prioritize and measure success.
• Thrive in a fast-paced, high-growth environment and enjoy building for scale.