Strategic Customer Success Manager - Investment & Wealth Management
United StatesFull-TimeManager
Salary187000 - 234000 USD per year
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Job Details
- Experience
- 8+ years
- Required Skills
- Artificial IntelligenceSaaSCRM
Requirements
- 8+ years of experience in Customer Success, SaaS account management, consulting, or similar client-facing roles
- Strong understanding of financial markets and investment management workflows (front, middle, or back office)
- Knowledge of investment products such as equities, fixed income, derivatives, funds, private assets, and FX
- Proven experience managing enterprise-level customer relationships in a B2B SaaS environment
- Excellent communication and stakeholder management skills, with ability to engage executive-level audiences
- Strong analytical mindset with ability to translate data into actionable customer strategies
- Ability to manage multiple complex accounts in a fast-paced, high-growth environment
- Comfortable leveraging AI tools and modern SaaS platforms to enhance productivity and decision-making
- Strong organizational skills with attention to detail across multiple priorities
- Collaborative mindset with ability to work effectively across Sales, Product, and Support teams
- Strong problem-solving ability and proactive, ownership-driven approach
- Curiosity and willingness to learn emerging technologies and industry trends
Responsibilities
- Manage a portfolio of mid-enterprise and large investment and wealth management clients, driving adoption, satisfaction, and long-term retention
- Guide customers through onboarding, implementation readiness, and time-to-value acceleration
- Develop and execute strategic account plans aligned with customer goals, KPIs, and business outcomes
- Drive product adoption through training sessions, enablement programs, and proactive engagement strategies
- Identify expansion opportunities and support revenue growth through deeper platform utilization
- Own renewal processes and retention strategies while maintaining strong customer health and sentiment
- Partner closely with Sales, Product, Support, and Customer Experience teams to resolve issues and remove friction points
- Translate customer feedback into actionable insights to inform product and roadmap decisions
- Build and nurture executive and end-user relationships to strengthen strategic alignment
- Leverage data, CRM tools, and AI-powered platforms to monitor account health and mitigate risks proactively
- Contribute to customer advocacy efforts, including case studies, references, and community engagement
- Collaborate cross-functionally to continuously improve customer success processes and workflows
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