Client Success Manager

Role Overview

• Serve as the primary executive relationship owner for strategic accounts
• Lead strategic adoption initiatives, driving measurable ROI and long-term engagement
• Conduct Executive Business Reviews (EBRs)
• Drive client usage and engagement through tailored training sessions
• Ensure clients understand new features to maximize platform value
• Develop and execute client success strategies

Requirements

• Graduate or post-graduate qualification
• 5+ years of client-facing experience in financial services, private equity, investment banking, fintech, or SaaS
• Proven track record of managing enterprise-level accounts
• Exceptional executive communication and presentation skills
• Proficiency in MS Excel
• Familiarity with CRM and success platforms
• Self-starter with strategic thinking and leadership capabilities

Benefits

• Health insurance
• Professional development opportunities
• Remote work options