Customer Success Manager, Financial Services

Sayari is a leader in economic security and commercial risk, providing AI solutions to enhance trustworthiness. The Customer Success Manager will ensure the health and retention of significant financial accounts, transitioning them from reactive to proactive partnerships while leveraging Sayari's technical capabilities.

Responsibilities:

• Own the end-to-end customer lifecycle, leading and driving the renewal process for a dedicated book of business in the Financial vertical, delivering a high-touch onboarding experience and consistent value delivery through regular engagements to ensure 100% continuity and satisfaction
• Lead the renewal management process with 100% forecasting accuracy, proactively identifying and mitigating churn or contraction risks through strategic "save plays."
• Transition accounts from reactive usage to proactive strategic roadmaps, identifying business-critical workflows where Sayari can provide deeper value and become an indispensable strategic and consultative partner to Sayari’s key commercial accounts
• Become an expert in Sayari’s platform and data, capitalising on an Analyst’s mindset to provide data-driven insights and technical guidance to power-users
• Conduct complex product training and demos, translating Sayari’s technical capabilities into specific solutions for Sanctions, AML, Financial Crime, and TPRM use cases
• Leverage your expertise to influence industry conversations, build personal and company brand trust, and drive growth through high-quality advocacy
• Partner with Account Managers and Account Executives to identify and qualify expansion opportunities, driving toward a 120% NDR target for your account base
• Partner closely with R&D, Solutions, and Product teams to advocate for client needs and influence the 2026 product roadmap
• Act as a cross-functional bridge, coordinating with Legal and Finance to resolve support escalations and triage customer needs with speed and precision

Requirements:

• Proven experience in Customer Success, Account Management, or similar customer-facing technical implementation role supporting complex SaaS / AI solutions within the Financial Vertical and/or working directly at a Financial Institution as a Financial Investigator or Analyst (with a background such as AML investigations)
• Deep domain literacy in Regulatory and Compliance workflows, including Sanctions, AML, Financial Crime, and Third-Party Risk Management (TPRM) creating credibility with customers
• Mastery of the renewal lifecycle, including contract negotiation, commercial forecasting, and CRM discipline (Salesforce & Gainsight)
• Experience using AI tools, such as Claude AI (using AI tooling to create automated solutions such as newsletters, metric reports and account insights)
• High technical acumen with the ability to learn and train others on complex data platforms with a propensity to quickly acquire deep product knowledge
• Exceptional executive communication skills with the ability to tell a compelling value story to senior stakeholders
• Ability to thrive in a cutting edge, fast-paced but highly fluid environment whilst visualizing opportunity and evolution above chaos and ambiguity
• Familiarity with the Sayari tech stack, including SFDC, Gainsight, and AI-driven tools (Claude, Gemini, Glean) to automate routine tasks and maximize strategic leverage
• Experience with Gainsight or similar customer success platforms
• Proficiency in leveraging AI agents and tools to increase operational efficiency
• Established industry presence or brand in the risk and compliance space