# Customer Success Manager, Financial Services

**Company:** [Anthropic](https://hotfix.jobs/companies/anthropic)
**Location:** San Francisco, CA, Seattle, WA, New York, NY, Washington, DC
**Role:** Customer Success
**Salary:** $200k – $265k/yr
**Experience:** 6+ years
**Skills:** Customer Success, Technical Account Management, Solutions Engineering, Financial Services, AI/ML, API Integrations, Claude Enterprise, Claude Code, Change Management, Quarterly Business Reviews
**Posted:** 2026-08-17

> Drives enterprise AI adoption, usage growth, and measurable business value for Financial Services customers using Anthropic products. The role requires 6+ years in Customer Success, Technical Account Management, or Solutions Engineering, strong FSI expertise, technical fluency, and a bachelor's degree or equivalent experience.

## Job Description

## 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.


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