Customer Success Manager

Eventus

Customer Success Manager acting as a strategic partner to clients, ensuring maximum value from Validus platform. Responsible for customer relationships, satisfaction, and driving product adoption.

Posted 7/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and Account Management within SaaS and financial services, leveraging analytical skills to drive customer engagement and satisfaction. Proficient in understanding capital markets, regulatory compliance, and utilizing data-driven insights to identify opportunities for upselling and customer retention.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementCapital Markets KnowledgeRegulatory ComplianceData-Driven Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer EngagementProblem SolvingData AnalysisSaaS SolutionsAI Solutions Implementation

Soft Skills

Interpersonal SkillsCommunication SkillsStakeholder EngagementTime ManagementAdaptability

Industry Keywords

FintechFinancial ServicesTrade SurveillanceCustomer AdvocacyClient Retention

About the role

Key responsibilities & impact

Act as the primary point of contact for customers, fostering strong relationships to drive satisfaction, retention, and advocacy
Partner with customers to understand their business needs and proactively recommend solutions to maximize value
Conduct regular check-ins, business reviews, and training sessions to ensure continued engagement and product utilization
Serve as an escalation point for the Support teams on issues related to your assigned clients
Collaborate with internal teams (Sales, Product, and Engineering) to escalate customer feedback, resolve issues, and drive product improvements
Analyze customer usage data and trends to identify expansion opportunities, upsell/cross-sell potential, and risks of churn
Educate customers on industry trends, regulatory requirements, and best practices to optimize their use of Validus
Serve as the customer’s advocate within Eventus, ensuring their voices are heard and their needs are met
Represent Eventus at industry events, conferences, and customer meetings to strengthen relationships and promote our solutions

Requirements

What you’ll need

Proven experience in Customer Success, Account Management, or Client Services within a SaaS, fintech, or financial services company
Strong knowledge of capital markets, trade surveillance, and regulatory compliance is preferred
A technical background with a curious, self-driven problem-solving approach to ensure focus on rapid client issue resolution is preferred
An AI-forward approach with demonstrated experience or ideas for scaling the Customer Success using AI solutions is highly desirable
Analytical mindset with experience using data-driven insights to drive customer engagement and success
Excellent interpersonal and communication skills, with the ability to engage with stakeholders at all levels
Ability to manage multiple accounts, prioritize tasks, and work in a fast-paced, high-growth environment
Experience working within the US financial market and understanding of regulatory requirements preferred
Willingness to travel occasionally for customer meetings and industry events.

Benefits

Comp & perks

Fully Remote
Competitive Compensation
Health, Dental, Vision & Disability Coverage
Unlimited PTO
Flexible Work Environment