Technical Account Manager / Customer Success Manager US (Remote)

Location: United States (100% remote)

Position Overview

Our client is seeking a Customer Success Manager (CSM) to join their growing team in the US. The CSM will serve as a strategic partner to their clients, ensuring they derive maximum value from their platform. This role is focused on building long-term customer relationships, driving adoption, and proactively identifying opportunities for expansion and optimization.

Key Responsibilities

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

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 platform

Serve as the customers advocate, ensuring their voices are heard and their needs are met

Represent Company at industry events, conferences, and customer meetings to strengthen relationships and promote their solutions

Qualifications

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 & Perks

Fully Remote Company

Competitive Compensation

Health, Dental, Vision & Disability Coverage

Unlimited PTO

Flexible Work Environment