Strategic Customer Success Manager

Job description

Are you an experienced customer success professional who thrives on building trusted relationships with sophisticated investment management clients? Do you enjoy partnering with enterprise stakeholders to drive product adoption, measurable outcomes, and long-term value? Are you excited to operate at the intersection of financial services, SaaS, and AI-powered technology while shaping strategic customer journeys? If so, we invite you to be a part of our innovative team. As a Strategic Customer Success Manager, you will own and grow relationships across a portfolio of mid-enterprise and large investment and wealth management firms. You will guide customers from onboarding through long-term maturity, accelerating time-to-value, driving adoption, and identifying opportunities for expansion. This role sits at the center of customer outcomes, partnering closely with Sales, Product, and Support to ensure alignment between client goals and platform capabilities. You will leverage cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—along with platforms such as Salesforce and Pendo to surface insights, streamline workflows, and deliver proactive, high-impact cus...