Customer Success Manager, Financial Services - High Growth

Added
43 minutes ago
Type
Full time
Salary
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account management data analysis stakeholder management apis llms

πŸ“‹ Description

  • Lead high-stakes client interactions to drive platform adoption.
  • Own multi-city onsite engagements (Lunch & Learns, 1:1 sessions).
  • Facilitate strategic workshops addressing business challenges.
  • Partner with 2–3 Account Managers to surface pipeline and upsell.
  • Lead technical discussions (APIs, LLMs) for exec audiences.
  • NYC onsite: be in the office at least once per week.

🎯 Requirements

  • 2–4+ years in CS, Account Mgmt, Consulting, or as a Financial Services Analyst.
  • High-growth mindset; persistent outreach to drive engagement.
  • Master storyteller who connects dots and drives outcomes.
  • Operational pro maintaining high-touch across ~50 accounts.
  • Technical curiosity; comfortable leading API/LLM discussions.
  • Location: in NYC office at least 1x weekly.

🎁 Benefits

  • Performance-based bonus and equity
  • Generous benefits program
  • Equal-opportunity employer
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