Related skills
investment banking data analytics fintech customer success saas📋 Description
- Partner with Account Manager to align account strategies.
- Leverage data tools to monitor engagement and adoption.
- Build and curate financial services use cases for clients.
- Maintain strong client relationships and white-glove service.
- Contribute client feedback to product development.
🎯 Requirements
- 2+ years in Financial Services or fintech/SaaS client roles.
- Curiosity about Generative AI in Financial Services.
- Executive presence with strong presentation skills.
- Ownership mindset and ability to drive workflow transformation.
- Consultative, articulate, client-facing professional.
- Autonomous, proactive, team player with collaboration skills.
- Empathetic, curious, client-centric.
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