Enterprise Customer Success Manager (Remote)

FMG is a leading all-in-one digital marketing platform empowering financial professionals to enhance their marketing efforts. The Enterprise Customer Success Manager will manage high-value accounts, drive product adoption, retention, and revenue expansion while fostering relationships with C-suite executives.

Responsibilities:

• Build and maintain deep relationships with stakeholders, including executive leadership (C-suite), to align company goals with the client’s business strategy
• Partner with sales to drive renewals, minimize churn, and identify opportunities for upsells, cross-sells, or new product adoption
• Drive deep product usage through onboarding, training, and regular "health checks," ensuring measurable value is delivered to the client
• Conduct Quarterly Business Reviews (QBRs) and executive check-ins to demonstrate impact and align on future goals
• Serve as the internal voice of the customer, providing feedback to Product and Engineering teams to influence the product roadmap
• Work with Sales (AEs) for renewals/growth, and Support/Technical teams for technical issues and implementations
• Access to a private & secure workspace, free from distractions
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
• An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Requirements:

• 8+ years in a customer-facing role (CSM, Account Management, Consulting) handling large enterprise clients
• Strong understanding of financial services SaaS (e.g., wealth & asset management, SaaS, cloud, analytics) and technical proficiency with enterprise software
• Exceptional executive-level communication, presentation, and negotiation skills
• Proven ability to manage complex, long-term, multi-stakeholder projects
• Ability to analyze usage data, identify trends, and derive actionable insights to improve customer health