Position: Customer Success Manager US Location: United States (100% remote) Position Overview Our client is seeking a Customer Success Manager (CSM) to join their growing team in the US. The CSM will serve as a strategic partner to their clients, ensuring they derive maximum value from their platform. This role is focused on building long-term customer relationships, driving adoption, and proactively identifying opportunities for expansion and optimization.

Key Responsibilities

Act as the primary point of contact for customers, fostering strong relationships to drive satisfaction, retention, and advocacy Partner with customers to understand their business needs and proactively recommend solutions to maximize value Conduct regular check-ins, business reviews, and training sessions to ensure continued engagement and product utilization Collaborate with internal teams (Sales, Product, and Engineering) to escalate customer feedback, resolve issues, and drive product improvements Analyze customer usage data and trends to identify expansion opportunities, upsell/cross-sell potential, and risks of churn Educate customers on industry trends, regulatory requirements, and best practices to optimize their use of platform Serve as the customers advocate, ensuring their voices are heard and their needs are met Represent Company at industry events, conferences, and customer meetings to strengthen relationships and promote their solutions

Qualifications

Proven experience in Customer Success, Account Management, or Client Services within a SaaS, fintech, or financial services company Strong knowledge of capital markets, trade surveillance, and regulatory compliance is preferred A technical background with a curious, self-driven problem-solving approach to ensure focus on rapid client issue resolution is preferred An AI-forward approach with demonstrated experience or ideas for scaling the Customer Success using AI solutions is highly desirable Analytical mindset with experience using data-driven insights to drive customer engagement and success Excellent interpersonal and communication skills, with the ability to engage with stakeholders at all levels Ability to manage multiple accounts, prioritize tasks, and work in a fast-paced, high-growth environment Experience working within the US financial market and understanding of regulatory requirements preferred Willingness to travel occasionally for customer meetings and industry events Benefits & Perks Fully Remote Company Competitive Compensation Health, Dental, Vision & Disability Coverage Unlimited PTO Flexible Work Environment