Customer Success Manager

2 weeks ago

Dallas, United States Anblicks Full time

We are looking for a Customer Success Manager (CSM) with strong expertise in core banking and/or financial services to join our team. The CSM will play a pivotal role in ensuring the successful execution of projects, nurturing long-term client relationships, mitigating delivery risks, and identifying opportunities for account growth. This individual will be instrumental in expanding our presence in the financial services domain.

Key Responsibilities

  • Project Execution and Delivery:
  • Oversee the delivery of consulting projects, ensuring alignment with client objectives, timelines, and quality standards.
  • Work closely with cross-functional teams, including data engineers, AI specialists, integration experts, and application developers, to achieve project goals.
  • Client Relationship Management:
  • Serve as the primary point of contact for clients, fostering trust and ensuring high levels of customer satisfaction.
  • Conduct regular check-ins with clients to understand their evolving needs and challenges.
  • Risk Assessment and Mitigation:
  • Proactively identify delivery risks and implement strategies to mitigate them.
  • Ensure smooth communication and issue resolution between internal teams and clients.
  • Account Growth and Portfolio Expansion:
  • Identify upselling and cross-selling opportunities within accounts by understanding client business goals.
  • Collaborate with the sales and solutions teams to expand the financial services portfolio.
  • Domain Expertise and Advisory:
  • Leverage deep knowledge of core banking and financial services to provide insights and strategic recommendations to clients.
  • Stay abreast of industry trends, regulatory changes, and emerging technologies impacting the financial sector.
  • Business Development:
  • Contribute to proposals, case studies, and presentations to showcase the firm's expertise to prospective clients.
  • Build strong relationships with key stakeholders in client organizations to identify new business opportunities.

Key Skills And Qualifications

  • Domain Expertise:
  • Strong understanding of core banking systems, financial services operations, and industry best practices.
  • Familiarity with regulatory requirements and compliance in the financial services sector.
  • Project Management:
  • Proven experience managing and delivering complex consulting projects.
  • Ability to handle multiple projects and clients simultaneously while maintaining high standards of quality and delivery.
  • Relationship Management:
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to build and sustain long-term client relationships.
  • Strategic Thinking:
  • Capability to assess business needs, propose innovative solutions, and create value-driven client strategies.
  • Analytical mindset to identify risks, opportunities, and areas for improvement.
  • Technical Acumen:
  • Familiarity with technologies related to data engineering, AI, application engineering, and integration.
  • Understanding of modern technology stacks used in financial services.

Educational Background And Experience

  • Bachelor’s or Master’s degree in Technology.
  • 10+ years of experience in customer success, account management, and project delivery within the consulting or financial services industry.

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