Customer Success Manager
New
Remote - USFull-Time
Salary90,000 - 100,000 USD per year
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Job Details
- Required Skills
- SalesforceAccount ManagementCRMCustomer SuccessSaaS
Requirements
- Proven experience in Customer Success, Account Management, or similar customer-facing technical implementation role supporting complex SaaS / AI solutions within the Financial Vertical and/or working directly at a Financial Institution as a Financial Investigator or Analyst (with a background such as AML investigations).
- Deep domain literacy in Regulatory and Compliance workflows, including Sanctions, AML, Financial Crime, and Third-Party Risk Management (TPRM) creating credibility with customers .
- Mastery of the renewal lifecycle, including contract negotiation, commercial forecasting, and CRM discipline (Salesforce & Gainsight).
- Experience using AI tools, such as Claude AI (using AI tooling to create automated solutions such as newsletters, metric reports and account insights).
- High technical acumen with the ability to learn and train others on complex data platforms with a propensity to quickly acquire deep product knowledge
- Exceptional executive communication skills with the ability to tell a compelling value story to senior stakeholders.
- Ability to thrive in a cutting edge, fast-paced but highly fluid environment whilst visualizing opportunity and evolution above chaos and ambiguity.
- Familiarity with the Sayari tech stack, including SFDC, Gainsight, and AI-driven tools (Claude, Gemini, Glean) to automate routine tasks and maximize strategic leverage.
- Experience with Gainsight or similar customer success platforms.
- Proficiency in leveraging AI agents and tools to increase operational efficiency.
- Established industry presence or brand in the risk and compliance space.
Responsibilities
- Own the end-to-end customer lifecycle, leading and driving the renewal process for a dedicated book of business in the Financial vertical, delivering a high-touch onboarding experience and consistent value delivery through regular engagements to ensure 100% continuity and satisfaction.
- Lead the renewal management process with 100% forecasting accuracy, proactively identifying and mitigating churn or contraction risks through strategic "save plays."
- Transition accounts from reactive usage to proactive strategic roadmaps, identifying business-critical workflows where Sayari can provide deeper value and become an indispensable strategic and consultative partner to Sayari’s key commercial accounts.
- Become an expert in Sayari’s platform and data, capitalising on an Analyst’s mindset to provide data-driven insights and technical guidance to power-users.
- Conduct complex product training and demos, translating Sayari’s technical capabilities into specific solutions for Sanctions, AML, Financial Crime, and TPRM use cases.
- Leverage your expertise to influence industry conversations, build personal and company brand trust, and drive growth through high-quality advocacy.
- Partner with Account Managers and Account Executives to identify and qualify expansion opportunities, driving toward a 120% NDR target for your account base.
- Partner closely with R&D, Solutions, and Product teams to advocate for client needs and influence the 2026 product roadmap.
- Act as a cross-functional bridge, coordinating with Legal and Finance to resolve support escalations and triage customer needs with speed and precision.
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