Customer Success Manager

Shield Financial Compliance; New York (NY); Hybrid; USD 130,000 - 155,000; Full time

Job summary

Shield Financial Compliance is seeking a Customer Success Manager in New York for a hybrid role. You will be the strategic owner of customer health for enterprise SaaS customers, guiding them to measurable value, renewals and expansions, and executive-level engagements.

You will own a book of 4–6 strategic accounts, collaborate with Product and R&D, and drive risk reduction and regulatory confidence through best practices and value delivery.

Qualifications

• 5+ years of enterprise SaaS customer success with executives.
• Own 4–6 strategic accounts as part of a book of business.
• Improve satisfaction, adoption and retention for a technical product.
• A fast learner who thrives in a fast-paced environment.
• Experience in the finance industry is a plus.

Responsibilities

• Champion the Customer Voice across Product, R&D, and Operations to maximize value.
• Own Customer Health by monitoring metrics and addressing risks.
• Drive renewals and expansions and support complex deals with Sales.
• Provide visibility on support issues and escalations to teams.
• Engage executives and economic buyers with best practices for risk and compliance.
• Deliver value via QBRs and customer training focused on outcomes.
• Collaborate on Mutual Success Plans with clear objectives and milestones.
• Maintain product knowledge to guide customers on relevant features.

Skills

Customer advocacy

Executive engagement

Account ownership

Strategic accounts

Enterprise SaaS

Job description

# Customer Success ManagerNew York(Hybrid)Delivery and OperationsShield is a global startup, with offices in TLV, NYC, LDN, and LIS.We’re growing and looking for another important piece of the puzzle.Is it you?As a Customer Success Manager, you will act as a strategic advisor to Shield’s customers, guiding them to achieve measurable business outcomes and maximize the value of the Shield platform. You will help customers translate compliance goals into real results—driving risk reduction, operational efficiency, and regulatory confidence.Your role includes sharing relevant product updates and best practices, capturing customer insights to inform Product and R&D, and ensuring every interaction strengthens trust and impact.This position is based in New York and reports to the Director Delivery of Customer Success.Let’s get down to business:What you’ll do:In this key role, you will be the strategic owner of customer health and a trusted advisor to Shield’s enterprise customers, ensuring they realize measurable value and long-term success with the platform.* Champion the Customer Voice – Represent customer needs across Product, R&D, and Operations to maximize value and influence roadmap priorities.* Own Customer Health – Monitor and communicate health metrics, proactively addressing risks to satisfaction, adoption, and renewal.* Drive Renewals & Expansions – Lead the end-to-end process for straightforward renewals and identify expansion opportunities, partnering with Sales on complex deals to secure growth.* Support & Escalation Visibility – Track and clearly reflect the status of critical support issues and escalations, ensuring customers and internal teams remain aligned on progress and resolution.* Executive Engagement – Build trusted advisor relationships with decision makers, champions, and economic buyers, guiding them on best practices to manage risk and achieve compliance goals.* Value Delivery – Lead Quarterly Business Reviews and customer training sessions focused on outcomes, renewal readiness, and expansion opportunities.* Strategic Planning – Collaborate with internal teams and customer stakeholders to create a Mutual Success Plan with clear objectives, success metrics, and next steps.* Product Expertise – Maintain a strong understanding of Shield’s product and roadmap to guide customers on leveraging the most relevant features for their evolving requirements.**Experience and skills:*** 5+ years of customer advocacy and engagement experience in an Enterprise SaaS customer success team working with Fortune 100 companies and their executives* Owning a book of business of 4-6 Strategic customer accounts* Increase customer satisfaction, adoption, and retention applying to a technical product* A fast learner who is naturally curious and thrives in a fast paced and dynamic work environment* Experience with the finance industry / Managed customers from the finance industry – Advantage* This position is based in NY – The base salary for this role is between $130,000 USD – $155,000 USD + bonus. The salary will be dependent upon many factors, including your experience level, skill set, and market knowledge. This range is based on Shield’s good faith estimate as of the date of the job posting and may be modified in the future.**More information about Shield:**Shield is the industry’s most comprehensive digital communications governance and archiving solution, purpose-built for financial institutions. Named a Visionary by Gartner, Shield’s platform blends AI innovation with deep regulatory expertise to simplify compliance, strengthen security, and unlock efficiency.Trusted by leading global financial institutions, Shield works closely with its partners to help compliance teams uncover hidden risks, prevent financial crimes, and protect both people and markets. . With operations across key financial hubs worldwide, we support customers wherever they operate, navigating complex regulatory environments with confidence. At our core, we’re focused on building trust: protecting market integrity and creating a world where communication is understood and accountable.Our work has been recognized by industry leaders and analysts, including Deloitte Fast 500, Dun & Bradstreet’s Top 20 Companies, Regulation Asia Awards, and RegTech Insight Awards Europe-reflecting our impact, growth, and commitment to excellence.If you’re ready to make a real impact at a fast-growing, mission-driven company working with the world’s leading banks to redefine communication governance and compliance – this is the place for you.