Senior Customer Success Manager - Growth Segment

📋 Description

• Manage a portfolio of investment and wealth management customers in a high-growth fintech
• Drive product adoption, retention, and satisfaction using AI-enabled tools and CS platforms
• Collaborate with Sales, Product, Support, and CX to resolve issues and remove adoption barriers
• Lead onboarding, account plans, renewals, and opportunities for revenue expansion
• Leverage data and AI to monitor health, adoption trends, and risks
• Travel up to 25% as needed based on location

🎯 Requirements

• 2-4+ years in Customer Success, SaaS account management, or similar roles
• Experience with financial markets and investment lifecycle workflows (CRM, portfolio mgmt, trading
• Understanding of institutional investment products (equities, funds, fixed income, derivatives
• Proven ability to drive product adoption in a B2B SaaS environment
• Strong communication skills for end users and executives
• Analytical mindset with ability to translate usage data into outcomes

🎁 Benefits

• Base salary plus Company Stock Plan and comprehensive benefits
• Unlimited vacation, reimbursements, wellness programs, and insurance coverage
• Careers page with detailed perks