Writer

Strategic Customer Success Manager, Financial Services

Writer

full-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Job 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