Related skills
integrations data analytics saas apis llms📋 Description
- Be the Account Expert for strategic Financial Services clients.
- Lead tech dialogues (APIs, LLMs, integrations) with clients.
- Lead virtual/in-person executive workshops and Lunch & Learns.
- Design onboarding journeys and trial success plans.
- Partner with Sales/AM to drive renewals and expansion ROI.
- Use data + human signals to anticipate client needs.
🎯 Requirements
- 2-4+ years in CS, AM, or client-facing SaaS (FinServ a plus).
- Proven ability to build relationships and drive outcomes.
- Data-driven with strong org and time management.
- Proactive, curious, consultative, collaborative in fast-paced environment.
- Excellent communicator with cross-functional collaboration.
- Available to be in NYC office 1x per week.
🎁 Benefits
- Equal opportunity employer with inclusive policies.
- Reasonable accommodations for qualified employees where required.
- Bonus and equity opportunities; generous benefits program.
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