Strategic customer success manager, financial services

???? About this roleWere 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.As 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.You'll 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.??????????? Your responsibilities:Act as the strategic partner and main point of contact for leading financial institutionsBuild and manage senior level relationships, including C suite engagements; developing new and existing relationships across your customersDevelop tailored success plans that align AI adoption with business goalsMeticulously project manage programs that will help customers drive adoption, business value and renew usage of WriterOwn the full customer renewal process, including forecasting, negotiating, and proposal creatingBe accountable for Gross and net dollar retention rate targets for your customersCollaborate with Sales to identify and execute expansion opportunitiesAdvocate for customer needs internally, especially around regulated use casesAnalyze product usage data to provide deeper insights to customer champions, and smarter understanding of customer adoption and value opportunities?? Is this you?7+ years experience in financial services, with experience in banking, asset management, fintech, or management consulting3-5+ years experience in a customer facing saas or consulting role with a focus on transformation, strategy, or enablementProven ability to manage and influence executive stakeholders, including C-level decision makersDeep understanding of the financial services landscape, including its specific challenges, regulatory environment, and communication standardsSkilled at leading complex projects, aligning on KPIs, and driving adoption at scaleAnalytics thinker with business acumen; you can link product value to business impactExcellent communicator; incredibly curious and active listenerProactive, self-motivated, and highly organized in a fast paced environmentA natural affinity to our values of Connect, Challenge, Own???? Preferred skillsBackground in management consultingExperience driving AI or operational transformation in regulated industriesExperience supporting or leading large scale rollouts or change management programsStrong storytelling and presentation skills for executive audiences???? Benefits & perks (US Full-time employees)Generous PTO, plus company holidaysMedical, dental, and vision coverage for you and your familyPaid parental leave for all parents (12 weeks)Fertility and family planning supportEarly-detection cancer testing through GalleriFlexible spending account and dependent FSA optionsHealth savings account for eligible plans with company contributionAnnual work-life stipends for:Home office setup, cell phone, internetWellness stipend for gym, massage/chiropractor, personal training, etc.Learning and development stipendCompany-wide off-sites and team off-sitesCompetitive compensation, company stock options and 401kWRITER is an equal-opportunity employer and is committed to diversity. We don't 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.By submitting your application on the application page, you acknowledge and agree to WRITER's Global Candidate Privacy Notice.