Customer Success Manager

• Partner with top-tier financial institutions as a trusted ally and advocate
• Build strong internal relationships and champion customer needs
• Collaborate cross-functionally with Product Management, Product Development, Sales, and Leadership
• Manage relationships with C-suite executives and buying influencers
• Define and refine Customer Success strategies for enterprise-level financial institutions
• Deeply understand the Verafin product suite and map customer needs to solutions
• Organize and conduct meetings, document outcomes, and ensure accountability
• Communicate and advocate for key initiatives to drive adoption, retention, and expansion
• Help customers optimize their use of the application
• Provide successors with historical info to ensure smooth account transitions

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