Strategic Customer Success Manager

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Strategic Customer Success Manager in the United States.

This role sits at the center of long-term customer value creation, supporting sophisticated investment and wealth management clients as they adopt and expand their use of advanced SaaS and AI-powered solutions. You will act as a trusted strategic partner to mid-enterprise and enterprise financial institutions, guiding them through onboarding, adoption, and ongoing platform maturity. The position blends relationship management, product expertise, and data-driven strategy to ensure customers achieve measurable business outcomes. Working in a fast-paced, high-growth environment, you will collaborate closely with Sales, Product, and Support teams to deliver seamless customer experiences. You will also leverage modern AI tools and analytics platforms to uncover insights, anticipate risks, and drive proactive engagement at scale. This is a high-impact role where customer success directly influences retention, expansion, and long-term partnership value.

Accountabilities:

Manage a portfolio of mid-enterprise and large investment and wealth management clients, driving adoption, satisfaction, and long-term retention
Guide customers through onboarding, implementation readiness, and time-to-value acceleration
Develop and execute strategic account plans aligned with customer goals, KPIs, and business outcomes
Drive product adoption through training sessions, enablement programs, and proactive engagement strategies
Identify expansion opportunities and support revenue growth through deeper platform utilization
Own renewal processes and retention strategies while maintaining strong customer health and sentiment
Partner closely with Sales, Product, Support, and Customer Experience teams to resolve issues and remove friction points
Translate customer feedback into actionable insights to inform product and roadmap decisions
Build and nurture executive and end-user relationships to strengthen strategic alignment
Leverage data, CRM tools, and AI-powered platforms to monitor account health and mitigate risks proactively
Contribute to customer advocacy efforts, including case studies, references, and community engagement
Collaborate cross-functionally to continuously improve customer success processes and workflows

Requirements:

8+ years of experience in Customer Success, SaaS account management, consulting, or similar client-facing roles
Strong understanding of financial markets and investment management workflows (front, middle, or back office)
Knowledge of investment products such as equities, fixed income, derivatives, funds, private assets, and FX
Proven experience managing enterprise-level customer relationships in a B2B SaaS environment
Excellent communication and stakeholder management skills, with ability to engage executive-level audiences
Strong analytical mindset with ability to translate data into actionable customer strategies
Ability to manage multiple complex accounts in a fast-paced, high-growth environment
Comfortable leveraging AI tools and modern SaaS platforms to enhance productivity and decision-making
Strong organizational skills with attention to detail across multiple priorities
Collaborative mindset with ability to work effectively across Sales, Product, and Support teams
Strong problem-solving ability and proactive, ownership-driven approach
Curiosity and willingness to learn emerging technologies and industry trends

Benefits:

Competitive total compensation with a target OTE of $187,000–$234,000 (based on experience)
Equity participation through a company stock plan
Unlimited paid time off to support work-life balance
Comprehensive health insurance with $0 employee contribution options
Educational reimbursement programs for professional development
Wellness reimbursement and support initiatives
Remote-friendly, high-flexibility work environment
Strong career growth opportunities within a high-impact, fast-scaling organization
Exposure to advanced AI-driven tools and modern SaaS technologies
Collaborative, values-driven culture focused on ownership, transparency, and continuous learning

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Strategic Customer Success Manager

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