Lead Account Managers and CSMs to hit renewals targets and drive growth with AEs.
Improve renewals, cut churn, and expand revenue via stronger client relationships.
Analyze usage data, identify trends, and execute plans to boost adoption.
Create scalable playbooks, frameworks, and data-driven CS practices.
Manage revenue growth, forecasting, and talent development with data.
Coach and mentor the team on call coaching, best practices, and accountability.

🎯 Requirements

10+ years in sales/account management or client success; 5+ years in people management.
Experience serving Financial Services; understands Investment Management and IB/PE/HF/AM personas.
Experience leading a team with high-velocity renewals.
Strong learner, especially in technical SaaS.
Thrives in fast-paced, high-growth environments and scaling.
Executive communicator; can influence CSuite stakeholders with clarity.
Strong relationship-building and high-energy.
Willing to travel as needed.

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