Customer Success Manager

Quantifind; Charlotte (NC); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Competitive salary

Company equity

Excellent benefits package

Flexible vacation & Paid Time Off

Employer-matched 401(k) plan

Work-life balance

Job summary

Quantifind is seeking a Customer Success Manager based on the East Coast, ideally in Charlotte, NC, to guide large financial institutions through onboarding and ongoing success with our AI-driven SaaS platform.

You will own relationship management, coordinate with product, data science, and sales teams, and ensure customer objectives are met on time and with high quality. This role emphasizes leadership, EQ, and cross-functional collaboration.

Qualifications

• Bachelor's degree in financial compliance or STEM; master's a plus.
• 5+ years of experience with banking or financial services customers.
• Excellent communication across business, executive, and technical audiences.
• Strong organizational skills and prioritization.
• Experience training or supporting enterprise software tools.
• Passionate about solving customer needs and managing expectations.
• Team player with high attention to detail.

Responsibilities

• Ensure Quantifind delivers high quality solutions to clients.
• Collaborate with CS, Product, Data Science, Engineering and Sales to meet commitments.
• Lead onboarding and provide ongoing support throughout the client lifecycle.
• Manage strategic relationships with large financial institutions.
• Report to VP of Customer Success.

Skills

Strong communicator

Relationship management

Enterprise training

Team player

Attention to detail

Education

Bachelor's degree in financial compliance or STEM

Job description

Who You Are

You are a SaaS Customer Success Professional with 5-10 years of experience. You are someone with high emotional intelligence (EQ), which allows you to effectively engage with stakeholders at all levels. You have a natural ability to inspire and lead cross-functional teams, driving them toward achieving strategic customer objectives. You have a high attention to detail, planning expertise, and execution. You can present complex ideas, processes and methodologies in a clear and concise fashion to technical, non-technical and executive stakeholders. You have the ability to adapt, to be flexible, and to learn quickly in a dynamic environment and are excited to help define new processes as you grow. You possess customer presentation skills and are able to help customers understand how to leverage SaaS products to solve their problems. You empathize with your clients and embrace the role of client advocate within your own organization. You are innately curious and highly self-motivated.

Who You Are

You are a SaaS Customer Success Professional with 5-10 years of experience. You are someone with high emotional intelligence (EQ), which allows you to effectively engage with stakeholders at all levels. You have a natural ability to inspire and lead cross-functional teams, driving them toward achieving strategic customer objectives. You have a high attention to detail, planning expertise, and execution. You can present complex ideas, processes and methodologies in a clear and concise fashion to technical, non-technical and executive stakeholders. You have the ability to adapt, to be flexible, and to learn quickly in a dynamic environment and are excited to help define new processes as you grow. You possess customer presentation skills and are able to help customers understand how to leverage SaaS products to solve their problems. You empathize with your clients and embrace the role of client advocate within your own organization. You are innately curious and highly self-motivated.

Who We Are

Quantifind helps some of the world's biggest banks catch money laundering and fraud. Quantifind also works with government agencies to use the same platform to uncover criminal networks and combat money laundering committed by internationally sanctioned entities. Unlike other players in this space, Quantifind delivers results as software-as-a-service (SaaS) with consumer-grade user experiences.

Quantifind is a data science technology company whose AI platform uncovers signals of risk across disparate and unstructured text sources. In intelligence analysis, Quantifind's solution uniquely combines high resolution entity relationship data with public domain data to assess risk in the context of investigations, bad actor discovery, and corrupted supply chains. Legacy approaches to solving these problems demand increasingly more human resources and still yield lower quality results as the operations expand; Quantifind's solution offers a way to cut through the inefficiency and enhance effectiveness simultaneously.

To help you succeed, we provide a supportive environment that fosters collaboration between teams and team members, where learning and professional growth are considered a key part of your success, and of ours. We offer a flexible work environment with a family friendly work-life balance.

What a Great Candidate Looks Like

• Minimum of a Bachelor's degree with a major in Financial compliance, or STEM Field. A Master's degree is a plus.
• 5+ years of experience working with banking or financial services customers
• You are a great communicator across a variety of business,executive, and technical audiences
• You have excellent organizational skills and excel at task management and prioritization
• You are technically savvy and are experienced in training and/or supporting enterprise software tools for enterprise customers
• You are passionate about solving customer needs, and are able to set and manage customer expectations
• You are a team player and a creative problem solver with high attention to detail

The Opportunity We Offer

In this role, you will become a key member of a growing and close-knit team with the responsibility to ensure Quantifind delivers high quality solutions enabling our clients to achieve their goals. You will work closely with the Customer Success, Product, Data Science, Engineering and Sales Teams to ensure Quantifind meets its customer commitments within project and contractual timelines.

As a Customer Success Manager at Quantifind, you will be at the forefront of driving client satisfaction and success within the realm of large, complex financial institutions. You will leverage your considerable expertise in managing enterprise customer relationships to ensure that our high-value clients derive maximum value from our advanced AI-driven solutions. Your role will involve not only maintaining but enhancing strategic relationships, ensuring seamless onboarding, and delivering exceptional support throughout the client lifecycle. This role will report directly to VP of Customer Success.

Quantifind operates an informal hybrid schedule around hubs in Palo Alto, California, Washington D.C., New York, NY, Atlanta, GA and Boston, Massachusetts. Due to the location of our clients our preference is an East Coast based candidate, with Charlotte, North Carolina preferred.

A Highlight Of Our Benefits

• Competitive salary
• Company Equity
• Exceptional benefits package
• Flexible Vacation & Paid Time Off
• Employer-matched 401(k) plan
• A fun environment where work-life balance is valued

The base salary range for this full-time position is $100,000 - $145,000. Our salary ranges are determined by role, level, and location, and the range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location, role-related knowledge and skills, depth of experience, relevant education or training, and additional role-related considerations.

We are an equal opportunity employer; we have a fun place to work and a devotion to succeeding together.