Senior Financial Analyst
Health Catalyst
Strategic Customer Success Manager, Financial Services
Writer
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Act as the strategic partner and main point of contact for leading financial institutions
- Build and manage senior level relationships, including C suite engagements; developing new and existing relationships across your customers
- Develop tailored success plans that align AI adoption with business goals
- Meticulously project manage programs that will help customers drive adoption, business value and renew usage of Writer
- Own the full customer renewal process, including forecasting, negotiating, and proposal creating
- Be accountable for Gross and net dollar retention rate targets for your customers
- Collaborate with Sales to identify and execute expansion opportunities
- Advocate for customer needs internally, especially around regulated use cases
- Analyze product usage data to provide deeper insights to customer champions, and smarter understanding of customer adoption and value opportunities
- Help refine processes for onboarding, adoption, and retention for the financial sector
- Report to the Director of customer success and work closely with other customer success managers
Requirements
- 7+ years experience in financial services, with experience in banking, asset management, fintech, or management consulting
- 3-5+ years experience in a customer facing saas or consulting role with a focus on transformation, strategy, or enablement
- Proven ability to manage and influence executive stakeholders, including C-level decision makers
- Deep understanding of the financial services landscape, including its specific challenges, regulatory environment, and communication standards
- Skilled at leading complex projects, aligning on KPIs, and driving adoption at scale
- Analytics thinker with business acumen; you can link product value to business impact
- Excellent communicator; incredibly curious and active listener
- Proactive, self-motivated, and highly organized in a fast paced environment
- A natural affinity to our values of Connect, Challenge, Own
- Preferred: Background in management consulting
- Preferred: Experience driving AI or operational transformation in regulated industries
- Preferred: Experience supporting or leading large scale rollouts or change management programs
- Preferred: Strong storytelling and presentation skills for executive audiences
