Csm manager, financial services

• Lead & Develop a High-Impact Team: Manage a group of approximately 10 Customer Success Managers, ensuring they have the skills, tools, and confidence to excel in both pre- and post-sales engagements
• Drive Client Value: Ensure CSM-led engagements from product demos to adoption campaigns are persona-specific, data-driven, and tied to measurable outcomes
• Strategic Account Coverage: Partner with sales leadership to prioritize accounts, align team resources, and ensure we’re driving impact where it matters most
• Operational Excellence: Build scalable playbooks, demo flows, and talk tracks for key personas, leveraging product usage data and GenAI adoption insights
• Cross-Functional Collaboration: Work with Enablement, Marketing, and Product teams to align messaging, share customer feedback, and roll out new initiatives

• 5+ years in a client-facing SaaS role (Customer Success, Sales Engineering, Product Specialist, or similar)
• 2+ years leading high-performing teams
• Deep understanding of financial services workflows
• Exceptional communicator with strong presentation skills and the ability to tailor narratives to senior stakeholders
• Data-driven decision-maker who uses metrics and insights to prioritize and measure success
• Thrives in a fast-paced, high-growth environment and enjoys building for scale

Expertise in investment banking, private equity, and hedge funds is a plus

• Competitive compensation and performance incentives
• Comprehensive health, dental, and vision coverage
• Professional development resources to support your career growth
• The chance to join a collaborative, high-energy team making a measurable impact for some of the world’s most influential companies