Customer Success Manager

MagicOrange

Customer Success Manager leading ITFM/TBM transformations for financial-services clients at MagicOrange. Delivering implementations, analyzing costs, advising stakeholders, and mentoring consultants.

Posted 8/6/2026contractBoston • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in IT Financial Management (ITFM) and Technology Business Management (TBM) frameworks, with strong capabilities in data analysis and stakeholder management. Proven ability to lead client implementations, manage multiple accounts, and deliver actionable insights to drive client success.

Highest-signal resume keywords

IT Financial Management (ITFM)Technology Business Management (TBM)Advanced Data AnalysisStakeholder ManagementClient-Facing Engagements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cost Accounting PrinciplesData AnalysisFinancial ReportingTransformation Project ManagementClient Implementation

Soft Skills

Excellent CommunicationOrganisational SkillsCoaching MindsetCollaboration

Tools & Technologies

ExcelPower BIMicrosoft TeamsJiraHubSpotSalesforce

Certifications & Qualifications

CIMAACCACA

Industry Keywords

Financial ServicesBankingInsuranceAsset ManagementCost Transparency

About the role

Key responsibilities & impact

Lead end-to-end client implementations, ensuring projects are delivered on time, on budget, and to a high standard
Manage multiple client accounts simultaneously and balance competing priorities
Guide clients through large-scale ITFM/TBM transformations
Support post-implementation activities to ensure ongoing business value and ROI
Perform detailed analysis of IT costs, consumption, and value
Develop and present financial and operational dashboards, reports, and recommendations
Gather client feedback to inform product improvements, service offerings, and best practices
Engage senior stakeholders and align solutions with business drivers
Act as a trusted advisor and identify opportunities to drive client success and platform adoption
Escalate and resolve complex client issues with strategic guidance
Collaborate with the Customer Success team to track progress and provide actionable insights
Mentor and coach junior consultants
Facilitate workshops, trainings, and knowledge-transfer sessions for client teams

Requirements

What you’ll need

Relevant tertiary qualification in Finance, Accounting, Business, IT, or a related field
Professional accounting or finance qualification such as CIMA, ACCA, or CA is advantageous but not essential
Several years of relevant experience in consulting, customer success, or client-facing delivery, ideally in financial services or SaaS
Strong technical knowledge of cost accounting principles
Strong technical knowledge of IT Financial Management (ITFM) or Technology Business Management (TBM) frameworks
Proven consulting skills and ability to lead client-facing engagements
Experience managing complex transformation projects
Advanced data analysis capability
Ability to translate complex data sets into clear, actionable business insights
Strong stakeholder management skills with senior leaders across finance, IT, and operations
Excellent communication and presentation skills for technical and non-technical audiences
Strong organisational skills and ability to manage multiple concurrent client engagements
Financial services experience in banking, insurance, or asset management is desirable
Prior experience with ITFM, TBM, or cost transparency platforms is desirable
Collaborative, coaching mindset and interest in developing junior team members
Comfortable working across time zones and cultures
Subject-matter expertise in the MagicOrange platform
Experience with Excel, Power BI, or similar data analysis and reporting tools
Experience with Microsoft Teams, Jira, or similar collaboration and project delivery tools
Experience with HubSpot, Salesforce, or similar CRM and customer success platforms

Benefits

Comp & perks

Strong entrepreneurial spirit
Ability to make an impact and see the rewards of your efforts
Ongoing training on the latest technologies to aid automation for accountants
Opportunity to be part of a high-growth industry and product
Challenging career in an innovative company
Opportunity to influence and work closely with decision makers at large blue-chip enterprises
Competitive remuneration package
Flexible pension options
Equal opportunity employer committed to diversity and inclusion