CSM Manager, Financial Services

Added
2 hours ago
Type
Full time
Salary
Salary not provided

Related skills

investment banking financial services customer success saas leadership

πŸ“‹ 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.

🎯 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.

🎁 Benefits

  • Competitive compensation and incentives.
  • Comprehensive benefits package.
  • Professional development resources.
  • Collaborative, high-energy team with measurable impact.
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