Customer Success Manager, Financial Services

Responsibilities

• Build trusting, strategic relationships with key customer decision makers to understand their business and objectives, identifying opportunities for optimization and expansion.
• Become an expert in Anthropic's products across API, Claude Code, and Claude for Enterprise, understanding the technical nuances and best practices for each to guide customers to the right solutions.
• Leverage customer and industry knowledge to proactively drive usage planning, including current and future consumption and adoption and the resulting customer value.
• Monitor usage patterns and identify optimization opportunities across consumption-based API and seat-based Claude for Enterprise and Claude Code products.
• Serve as the customer's thought partner by socializing Anthropic's product roadmap, driving awareness of new products, and engaging Product Managers.
• Document and quantify customer value through business outcomes, ROI, and impact metrics to build internal business cases for continued and expanded investment.
• Identify potential use cases and lines of business not currently onboarded, partnering with customers and Sales to discover new applications across departments, teams, and workflows.
• Develop and execute change management strategies, including Train the Trainer programs, Center of Excellence development, and organizational enablement.
• Own the customer experience across the lifecycle through account and success plans, Quarterly Business Reviews, and primary communication between the customer and Anthropic.
• Develop scalable engagement strategies and playbooks for the industry portfolio, balancing strategic accounts with efficient coverage models.

Requirements

• 6+ years of experience in Customer Success, Technical Account Management, or Solutions Engineering.
• Experience working with enterprises in Financial Services.
• Deep understanding of Financial Services regulatory, risk, and compliance needs.
• Technical fluency with AI/ML concepts, API integrations, and software implementation patterns across developers, product managers, executives, and end users.
• Experience driving success across consumption-based and seat-based business models, including their expansion levers and success metrics.
• Strategic mindset with the ability to identify growth opportunities and translate them into actionable expansion plans.
• Proven track record managing a portfolio of accounts, maintaining strong relationships, and driving measurable outcomes.
• Cross-functional collaboration skills and a proactive, customer-focused approach.
• Passion for AI and interest in responsible development of advanced systems.
• Bachelor's degree or an equivalent combination of education, training, and experience.

Compensation

• Annual compensation range: $200,000–$265,000 USD.
• This is a hybrid role; staff are expected to work from an Anthropic office at least 25% of the time.

Benefits and Logistics

• Visa sponsorship may be available depending on the role and candidate.