Senior Client Success Manager (Strategic Accounts)

We are looking for a Senior Client Success Manager to turn client relationships into a true strategic advantage. This role goes beyond retention — you will transform frontline insights into product intelligence, scalable processes, and expansion opportunities. You will inherit 5–7 high-value enterprise accounts with strong potential and operational complexity. Your mandate is to move the organization from reactive firefighting to proactive partnership while building systems that scale without losing personal connection. This is a high-ownership role for someone analytical, structured, and comfortable navigating difficult conversations with executive stakeholders.

Location: NYC (Hybrid)

Work Model: Hybrid

Employment Type: Full-time

Industry: Financial Technology

Start Date: ASAP

Own 5–7 strategic enterprise accounts as primary relationship manager

Build trusted partnerships through transparency during both successes and crises

Identify patterns across accounts and translate insights into product roadmap input

Lead monthly performance reviews that diagnose root causes and propose data-backed solutions

Coordinate audits and compliance-related processes with zero missed deadlines

Surface expansion opportunities before clients formally request them

Convert client-specific wins into scalable playbooks

Collaborate cross-functionally with Product, Operations, Compliance, and Sales to drive systemic improvements

Document best practices and elevate overall team performance

4+ years of experience in high-touch B2B client success, strategic account management, or enterprise consulting

Experience managing a focused portfolio of strategic accounts (5–15) rather than large transactional books

Proven ability to manage complex client relationships during escalations and crises

Strong analytical skills; experience using SQL, Excel, or BI tools (Mode, Looker, Tableau)

Demonstrated cross-functional influence without direct authority

Track record of building scalable client management processes

Strong written communication and documentation skills

Background in consulting or high analytical rigor environments

Experience in operations-heavy, metrics-driven organizations

Experience in fintech or regulated industries

Demonstrated ability to turn strategy into execution

Recruiter Screen

Hiring Manager Screen

Case Study / Panel

Onsite Interviews

Culture / CEO Interview

Offer