Senior Client Success Manager
Own post-sale client relationships for a fintech SaaS platform serving private fund managers. Drive adoption, renewals, expansions, and value realization through strategic account management and executive engagement.
Manages a team of CSMs focused on banking customers, driving adoption, satisfaction, and revenue growth. Owns client relationships, QBRs, onboarding support, and cross-functional collaboration.
Own post-sale client relationships for a fintech SaaS platform serving private fund managers. Drive adoption, renewals, expansions, and value realization through strategic account management and executive engagement.
Own end-to-end relationships with strategic US insurance carriers, leading complex AI implementation programs that transform unstructured data workflows. Act as trusted advisor to C-suite stakeholders while driving retention, expansion, and product influence.
Build and deliver Customer Success enablement programs end-to-end while partnering with CS leadership to define priorities, measure impact, and drive retention and expansion outcomes. Requires 8+ years in CS or enablement with strong program-building and strategic advisory experience.
Drives AI platform adoption and activation for enterprise customers by building champion networks, delivering customized workshops, and co-developing solutions aligned to business objectives. Requires 9+ years in customer success with AI/technical proficiency and strong facilitation skills.
Leads enterprise AI pilots for OpenAI products like ChatGPT Enterprise and Codex, from scoping to executive recommendations, driving customer activation, usage, and business value decisions. Requires 8+ years in customer-facing roles with technical fluency and strong communication skills.