Related skills
investment banking financial services customer success saas leadershipπ Description
- Lead a team of ~10 CSMs for pre- and post-sales engagements.
- Partner with AEs and Account Managers to ensure strong engagements.
- Set strategy, coach performance, ensure coverage for key accounts.
- Drive client value with persona-specific, data-driven outcomes.
- Build scalable playbooks, demos, and talk tracks using product data and GenAI insights.
- Collaborate with Enablement, Marketing, and Product on initiatives.
π― Requirements
- 5+ years in client-facing SaaS roles (CSM, SE, or similar).
- 2+ years leading high-performing teams.
- Deep understanding of financial services workflows; IB/PE/hedge funds a plus.
- Exceptional communicator with strong senior stakeholder presentation skills.
- Data-driven decision-maker using metrics to drive success.
- Thrives in a fast-paced, high-growth environment.
π Benefits
- Competitive compensation and incentives.
- Comprehensive benefits package.
- Professional development resources.
- Collaborative, high-energy team with measurable impact.
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