Customer Success Manager, Financial Services

Highlights

• Drive AI adoption across Banking, Insurance and Wealth Management clients.
• Help top FSI customers scale Claude Enterprise, Code and API usage.
• Shape product and research priorities with direct customer insights.

What they offer

• Competitive compensation and benefits
• Optional equity donation matching
• Generous vacation and parental leave
• Flexible working hours

Ideal candidate

A strategic, relationship-driven CSM with deep FSI experience who blends business acumen with technical fluency. Passionate about responsible AI and energized by guiding complex organizations through change and growth.

Requirements

• 6+ years of experience in Customer Success, Technical Account Management, or Solutions Engineering
• Experience working with enterprises in Financial Services
• Deep understanding of FSI regulatory, risk, and compliance needs
• Technical fluency to understand and articulate AI/ML concepts, API integrations, and software implementation patterns
• Experience driving success across both consumption-based and seat-based business models
• Strategic mindset to identify growth opportunities and translate them into actionable expansion plans
• Proven track record managing a portfolio of accounts while driving measurable outcomes
• Cross-functional collaborator who represents the customer in a positive, proactive manner
• Passion for AI and interest in responsible development of advanced systems
• Bachelor's degree or equivalent combination of education, training, and/or experience