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About the role
Key responsibilities & impact- Own customer health, adoption, and satisfaction across your accounts
- Build senior stakeholder relationships across Compliance, Risk, Legal, and Technology teams
- Drive value realisation through regular reviews, insights, and success planning
- Lead renewal strategy and execution, starting 6–12 months ahead of contract expiry
- Deliver training, enablement, and best practice guidance to maximise platform usage
- Act as the voice of the customer internally, influencing product and service improvements
Requirements
What you’ll need- 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)
Benefits
Comp & perks- Flexibility in work arrangements
- Opportunities for personal and professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Customer SuccessAccount ManagementB2B SaaSRenewal StrategyStakeholder ManagementAnalytical Skills
Soft Skills
CommunicationRelationship BuildingCross-functional CollaborationTrainingInfluencing
