Enterprise CSM

Position Intro

A leading provider of advanced solutions for financial services, offering clients personalized value aligned with their business goals and objectives. The company’s solutions deliver systemized, enterprise-wide value with rapid ROI. The company has been innovating in the financial sector since 2001, with offices across multiple regions globally.#

Description

What you’ll do:

• Serve as the lead point of contact for customer matters specific to your accounts, acting as the customer’s advocate within the organization.
• Represent the company at customer accounts and ensure that customers’ needs are communicated internally.
• Take shared responsibility for customer retention and churn prevention.
• Review customer status and resolve open issues (e.g., bugs, product features, license requests, regulation changes).
• Manage invoice payments, renewals, and contractual changes.
• Collaborate with the sales team to achieve quotas while ensuring client engagement.
• Identify up-sell opportunities and communicate them to the relevant stakeholders.
• Facilitate and support up-sell processes.
• Establish and maintain productive relationships with key stakeholders at customer accounts, holding regular meetings (both onsite and remote).
• Communicate the progress of initiatives to internal and external stakeholders.
• Maintain all customer activity information in the CRM system.

Requirements

You’ll do it using:

• 4+ years of proven experience as a Customer Success Manager in a Global SaaS software organization.
• Experience managing Enterprise-level customers.
• Ability to work in a multicultural environment.
• Knowledge and experience in the financial services or Fintech industries.
• Demonstrable ability to communicate, present, and influence key stakeholders at all levels, including executive and C-level.
• Strong interpersonal skills and a people-centric approach.
• Proven ability to manage multiple account management projects simultaneously, with strong attention to detail.
• Willingness to travel extensively.
• Motivated, flexible, proactive, with the ability to work independently and as part of a team.
• A relevant bachelor’s or master’s degree.

You’ll excel by:

• Excellent communication skills, both with customers and colleagues.
• Collaboration across various departments within the company.
• A can-do approach, resourcefulness, and creativity.

You’ll love it because:

• This is an impactful role within the organization.
• You will have the opportunity to work in a fast-moving, mission-driven company.
• The role offers autonomy and growth opportunities.
• You’ll collaborate with enthusiastic and creative team members.
• Competitive benefits with a strong team-oriented culture.

*Rates depend on experience and client requirements