Strategic customer success manager, financial services

p style=min-height:1.5em???? About this role/pp style=min-height:1.5emWere looking for a Strategic customer success manager to drive AI powered transformation for our Fortune 50 Financial services customers. This role is designed for an experienced professional who thrives on building and navigating complex customer relationships within the financial sector, from investment banking and asset management to insurance and fintech. The ideal candidate is deeply interested in integrating AI solutions into core financial services, driving transformation through tangible business value, and fostering strong partnerships within a regulated environment./pp style=min-height:1.5emAs our Strategic customer success manager for Financial services, youll be on the ground floor helping us refine our processes for onboarding, adoption, and retention for the financial sector. Our NRR is +130%, and GRR is +95%, so youll be building from a world-class foundation./pp style=min-height:1.5emYoull be reporting to the Director of customer success and be working very closely with our other customer success managers in building a world class CS org./pp style=min-height:1.5em??????????? Your responsibilities:/pul style=min-height:1.5emlip style=min-height:1.5emAct as the strategic partner and main point of contact for leading financial institutions/p/li/ulul style=min-height:1.5emlip style=min-height:1.5emBuild and manage senior level relationships, including C suite engagements; developing new and existing relationships across your customers/p/lilip style=min-height:1.5emDevelop tailored success plans that align AI adoption with business goals/p/li/ulul style=min-height:1.5emlip style=min-height:1.5emMeticulously project manage programs that will help customers drive adoption, business value and renew usage of Writer/p/lilip style=min-height:1.5emOwn the full customer renewal process, including forecasting, negotiating, and proposal creating/p/lilip style=min-height:1.5emBe accountable for Gross and net dollar retention rate targets for your customers/p/lilip style=min-height:1.5emCollaborate with Sales to identify and execute expansion opportunities/p/li/ulul style=min-height:1.5emlip style=min-height:1.5emAdvocate for customer needs internally, especially around regulated use cases/p/li/ulul style=min-height:1.5emlip style=min-height:1.5emAnalyze product usage data to provide deeper insights to customer champions, and smarter understanding of customer adoption and value opportunities/p/li/ulp style=min-height:1.5em?? Is this you?/pul style=min-height:1.5emlip style=min-height:1.5em7+ years experience in financial services, with experience in banking, asset management, fintech, or management consulting/p/lilip style=min-height:1.5em3-5+ years experience in a customer facing saas or consulting role with a focus on transformation, strategy, or enablement/p/lilip style=min-height:1.5emProven ability to manage and influence executive stakeholders, including C-level decision makers/p/li/ulul style=min-height:1.5emlip style=min-height:1.5emDeep understanding of the financial services landscape, including its specific challenges, regulatory environment, and communication standards/p/lilip style=min-height:1.5emSkilled at leading complex projects, aligning on KPIs, and driving adoption at scale/p/lilip style=min-height:1.5emAnalytics thinker with business acumen; you can link product value to business impact/p/lilip style=min-height:1.5emExcellent communicator; incredibly curious and active listener/p/lilip style=min-height:1.5emProactive, self-motivated, and highly organized in a fast paced environment/p/li/ulul style=min-height:1.5emlip style=min-height:1.5emA natural affinity to our values of Connect, Challenge, Own/p/li/ulp style=min-height:1.5em????strong Preferred skills/strong/pul style=min-height:1.5emlip style=min-height:1.5emBackground in management consulting/p/lilip style=min-height:1.5emExperience driving AI or operational transformation in regulated industries/p/lilip style=min-height:1.5emExperience supporting or leading large scale rollouts or change management programs/p/lilip style=min-height:1.5emStrong storytelling and presentation skills for executive audiences/p/li/ulp style=min-height:1.5embr /strong???? Benefits amp; perks (US Full-time employees)/strong/pul style=min-height:1.5emlip style=min-height:1.5emGenerous PTO, plus company holidays/p/lilip style=min-height:1.5emMedical, dental, and vision coverage for you and your family/p/lilip style=min-height:1.5emPaid parental leave for all parents (12 weeks)/p/lilip style=min-height:1.5emFertility and family planning support/p/lilip style=min-height:1.5emEarly-detection cancer testing a target=_blank rel=noopener noreferrer nofollow href=https://www.galleri.com/partner/writeruthrough Galleri/u/a/p/lilip style=min-height:1.5emFlexible spending account and dependent FSA options/p/lilip style=min-height:1.5emHealth savings account for eligible plans with company contribution/p/lilip style=min-height:1.5emAnnual work-life stipends for:/pul style=min-height:1.5emlip style=min-height:1.5emHome office setup, cell phone, internet/p/lilip style=min-height:1.5emWellness stipend for gym, massage/chiropractor, personal training, etc./p/lilip style=min-height:1.5emLearning and development stipend/p/li/ul/lilip style=min-height:1.5emCompany-wide off-sites and team off-sites/p/lilip style=min-height:1.5emCompetitive compensation, company stock options and 401k/p/li/ulp style=min-height:1.5ememWRITER is an equal-opportunity employer and is committed to diversity. We dont make hiring or employment decisions based on race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other basis protected by applicable local, state or federal law. Under the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records./em/pp style=min-height:1.5emBy submitting your application on the application page, you acknowledge and agree to a target=_blank rel=noopener noreferrer nofollow href=https://writer.com/legal/candidate-privacy-notice/WRITERs Global Candidate Privacy Notice/a./p