Customer Success Manager (Remote)

Position: Customer Success Manager (CSM)

Location: Dallas, TX / Remote

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 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