Lead a team of Account Managers and CS Managers to hit renewals and growth.
Improve renewals, reduce churn, and expand revenue via stronger client relationships.
Analyze usage data to identify trends and drive adoption plans.
Build scalable playbooks and data-driven practices to boost CS.
Manage revenue growth, forecasting, and talent; shape the customer narrative with data.
Collaborate with Sales and cross-functional teams to drive growth.

🎯 Requirements

10+ years in sales/account management or client success with 5+ years in people management.
Extensive Financial Services experience; deep Investment Management knowledge.
Experience leading teams with high-velocity renewals.
Strong learning aptitude in a technical SaaS environment.
Thrives in fast-paced growth; proven ability to scale.
Exceptional executive communicator; influence C-suite with clarity.
Strong relationship-builder with a positive, energetic attitude.
Willing to travel as needed.

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