Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization.
Develop a deep understanding of clients’ business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption.
Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn.
Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback.
Capture, communicate, and bring forward expansion recommendations from customer insights to sellers.
Act as a liaison between product management and clients; partner with sales & professional services teams.
Participate in the renewal process and articulate the renewal value story to clients.

5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
Knowledge and experience with the investment management lifecycle (front, middle, and back office) of different vehicles and asset classes.
In-depth knowledge in one or more of the following areas: electronic trading, risk and compliance, securities finance, derivatives trading and processing, bank loans and CLOs, private equity, portfolio accounting, data management (pricing, corporate action, proxy voting) and reconciliation.
Bachelor’s degree; relevant previous experience in financial technology services
Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles

Senior Client Success Manager – Strategic Accounts, Capital Markets Segment

Key skills