Own customer health, adoption, and satisfaction across accounts
Build senior stakeholder relationships across Compliance, Risk, Legal, and Tech
Drive value realisation through regular reviews, insights, and success planning
Lead renewal strategy and execution, starting 6–12 months before expiry
Deliver training, enablement, and best practice guidance to maximise platform usage
Voice of the customer internally; influence product and service improvements

🎯 Requirements

5+ years’ experience in Customer Success or Account Management within B2B SaaS
Strong background working with enterprise clients in financial services
Proven experience managing complex renewals and multi-stakeholder relationships
Solid understanding of regulatory/compliance environments (banks preferred)
Excellent communication, analytical, and stakeholder management skills
Comfortable working cross-functionally and using CRM/CS tools (e.g. Salesforce)

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