Customer Success Manager

4 days 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.

  • Customer Success Manager

    7 days ago

    Dallas, Texas, United States SEMNOX SOLUTIONS LLC Full time

    Customer Success PositionWe are seeking an experienced Customer Success Manager to join our team at SEMNOX SOLUTIONS LLC. In this critical role, you will be responsible for maintaining strong relationships with our customers, ensuring their continued success through the effective use of our solutions and services.As a Customer Success Manager, you will work...

  • Customer Success Manager

    6 days ago

    Dallas, Texas, United States Targeted Talent Full time

    Job Title: Customer Success ManagerThe role of a Customer Success Manager at Targeted Talent involves overseeing and assisting customer success employees in the performance of their job duties, including responding to customer inquiries and resolving issues or complaints.This position requires strong leadership skills, excellent communication and...

  • Customer Success Manager

    7 months ago

    Dallas, United States Cyberbit Full time

    Cyberbit Range is the world’s leading cyber-security training platform for cyber professionals with clients from Fortune 500, Universities, Governments, and Militaries globally. Sounds intriguing? That’s because it is!Cyberbit Range deploys real-world attacks using reverse-engineered malware onto a virtual corporate network, allowing users to defend...

  • Customer Success Manager

    6 days ago

    Dallas, Texas, United States Targeted Talent Full time

    Job Description:The Customer Services Lead will oversee and assist customer success employees in performing their job duties, such as responding to customer inquiries and resolving issues or complaints.Responsibilities include helping build infrastructure and standard operating procedures for the department, creating company guidelines particularly related...

  • Customer Success Manager

    2 days ago

    Dallas, United States Photon Full time

    Role : Manager - Customer Success / Account ManagerLocation : Dallas, TX/ Springfield, OH/ Las Vegas, NV/ Seattle, WA /Clevelenad, OH/ NYC, NYClient relationship management and business development: manage client relationships, build portfolio, own the opportunity management cycle: Prospect-Evaluate-Propose-CloseClient delivery assurance: collaborate with...

  • Customer Success Manager

    2 days ago

    Dallas, United States Photon Full time

    Role : Manager - Customer Success / Account ManagerLocation : Dallas, TX/ Springfield, OH/ Las Vegas, NV/ Seattle, WA /Clevelenad, OH/ NYC, NYClient relationship management and business development: manage client relationships, build portfolio, own the opportunity management cycle: Prospect-Evaluate-Propose-CloseClient delivery assurance: collaborate with...

  • Customer Success Manager

    4 days ago

    Dallas, United States Photon Full time

    Role : Manager - Customer SuccessLocation : Dallas, TX/ Springfield, OH/ Las Vegas, NV/ Seattle, WA /Clevelenad, OH/ NYC, NYClient relationship management and business development: manage client relationships, build portfolio, own the opportunity management cycle: Prospect-Evaluate-Propose-CloseClient delivery assurance: collaborate with all delivery...

  • Customer Success Manager

    5 days ago

    Dallas, United States Photon Full time

    Role : Manager - Customer SuccessLocation : Dallas, TX/ Springfield, OH/ Las Vegas, NV/ Seattle, WA /Clevelenad, OH/ NYC, NYClient relationship management and business development: manage client relationships, build portfolio, own the opportunity management cycle: Prospect-Evaluate-Propose-CloseClient delivery assurance: collaborate with all delivery...

  • Customer Success Manager

    5 days 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...

  • Customer Success Program Manager

    2 weeks ago

    Dallas, Texas, United States MongoDB Full time

    About the RoleThe Senior Manager, Customer Success will be responsible for recruiting, mentoring, and developing a team of managers who will work directly with our customers. Your primary objective will be to craft and execute initiatives that increase customer retention, expansion, and satisfaction.

  • Photon | Customer Success Manager

    5 days ago

    dallas, United States Photon Full time

    Role : Manager - Customer SuccessLocation : Dallas, TX/ Springfield, OH/ Las Vegas, NV/ Seattle, WA /Clevelenad, OH/ NYC, NYClient relationship management and business development: manage client relationships, build portfolio, own the opportunity management cycle: Prospect-Evaluate-Propose-CloseClient delivery assurance: collaborate with all delivery...

  • Customer Success Strategist

    5 days ago

    Dallas, Texas, United States Widger Talent LLC Full time

    Job Title: VP, Customer SuccessLocation: Remote (USA)Estimated Salary:$120,000 - $180,000 per yearCompany OverviewWidger Talent LLC is a leading SaaS company that has revolutionized the way businesses operate in the real estate industry. Our innovative solutions have improved business performance by automating and streamlining operations.About the RoleWe are...

  • Sr Manager, Customer Success

    3 weeks ago

    Dallas, United States Disability Solutions Full time

    DescriptionHi, We’re AppFolioWe’re innovators, changemakers, and collaborators. We’re more than just a software company – we’re pioneers in cloud and AI who deliver magical experiences that make our customers’ lives easier. We’re revolutionizing how people do business in the real estate industry, and we want your ideas, enthusiasm, and passion...

  • Customer Success Leader

    2 weeks ago

    Dallas, Texas, United States Widger Talent LLC Full time

    Widger Talent LLC is a leading SaaS company that revolutionizes business performance by automating and streamlining operations for individuals and teams in the real estate industry.The Head of Customer Experience at Widger Talent LLC will oversee our Customer Success Team, building, scaling, and leading our Help Desk, Implementation, and Account Management...

  • Partner - Customer Success

    2 months ago

    dallas, United States Smart Energy Water Full time

    Roles: Partner - Customer SuccessLocation: San Diego, Phoenix, Sacramento, Philadelphia, Dallas, New York, Chicago www.sew.aiJob Description: As a Partner - Customer Success, you will be responsible for overseeing SEW AI Platform portfolio of Regional Clients, essentially leading SEW Energy & Utilities Digital Transformation programs. To succeed in this...

  • Partner - Customer Success

    4 days ago

    Dallas, United States Smart Energy Water Full time

    Roles: Partner - Customer SuccessLocation: San Diego, Phoenix, Sacramento, Philadelphia, Dallas, New York, Chicago www.sew.aiJob Description: As a Partner - Customer Success, you will be responsible for overseeing SEW AI Platform portfolio of Regional Clients, essentially leading SEW Energy & Utilities Digital Transformation programs. To succeed in this...

  • Partner - Customer Success

    2 months ago

    Dallas, United States Smart Energy Water Full time

    Roles: Partner - Customer SuccessLocation: San Diego, Phoenix, Sacramento, Philadelphia, Dallas, New York, Chicago www.sew.aiJob Description: As a Partner - Customer Success, you will be responsible for overseeing SEW AI Platform portfolio of Regional Clients, essentially leading SEW Energy & Utilities Digital Transformation programs. To succeed in this...

  • Customer Success Specialist

    4 months ago

    Dallas, United States AED123 Full time

    AED123 provides businesses and organizations with Automated External Defibrillator (AED) services. 24 lives have now been saved by the AEDs that we manage! We are doubling in size every year and need more hands on-deck. WHO YOU ARE You are a smart, hard-working, and good at customer communication and maintenance of customer data. You want your work to be...

  • Customer Success Specialist

    4 days ago

    Dallas, United States AED123 Full time

    AED123 provides businesses and organizations with Automated External Defibrillator (AED) services. 26 lives have now been saved by the AEDs that we manage! We are doubling in size every year and need more hands on-deck.WHO YOU AREYou are a smart, hard-working, and good at customer communication and maintenance of customer data. You want your work to be...

  • Customer Success Specialist

    6 months ago

    Dallas, United States AED123 Full time

    AED123 provides businesses and organizations with Automated External Defibrillator (AED) services. 24 lives have now been saved by the AEDs that we manage! We are doubling in size every year and need more hands on-deck.WHO YOU AREYou are a smart, hard-working, and good at customer communication and maintenance of customer data. You want your work to be...