Senior Customer Success Manager

Job description

Are you an experienced customer success professional with a passion for fostering meaningful relationships with enterprise clients? Do you thrive at the intersection of technology, financial services, and strategic consulting? Are you ready to play a pivotal role in driving adoption and success for a cutting-edge, AI-powered platform reshaping the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Customer Success Manager, you will play a critical role in supporting a portfolio of mid-enterprise and larger investment and wealth management customers. In this role, you will help customers accelerate time-to-value, deepen product adoption, and identify opportunities for growth while ensuring strong retention, referenceability, and satisfaction. Your previous experience with enterprise SaaS software, change management, KPI definition/tracking, sales and product partnership, and customer advocacy will play a critical part in your day-to-day work. You will leverage cutting-edge technologies—including AI tools like ChatGPT, Glean, and Claude Code—as well as leading CS platforms such as Salesforce and Pendo to streamline workflows, proacti...