Sr. Customer Success Manager, Financial Services- Remote

Proven ability to consult with customers at all levels. 2+ years owning complex enterprises. 5+ years in a customer-facing role. Excellent communication skills (verbal, written, presentations). Strong collaboration skills. Ability to thrive in ambiguous situations. Prioritizes customer experience and satisfaction. Understands strategic business goals and deploys critical thinking. Capacity to develop relationships and optimize enterprise accounts. Excited about using products to accelerate business goals. Strong intuition for business and admiration for driving software solutions. Loves to learn about sophisticated technical products. Teammate with high integrity and desire to assist the team. Stays calm and resourceful in the face of challenges. Ability to communicate technical concepts across varying audiences. Strong background in project management.

Serve as the primary point of contact for customers. Understand customer needs and identify opportunities for value expansion. Manage relationships with various stakeholders to drive product usage. Develop mutual value plans with customers. Analyze customer portfolio for risks and opportunities. Collaborate with Account Management on renewals and expansions. Partner with internal teams to optimize customer implementations. Help customers realize the full value of the platform. Drive product adoption and customer satisfaction. Identify opportunities to sell add-on services. Coordinate internally for customer maturity and technical discussions.