Customer Success Manager

Talentee; United States; On-site; USD 100,000 - 165,000; Full time

Benefits offered by this job

Competitive salary

Strong career growth opportunities

Benefits package

Job summary

Join a global leader in capital markets technology as a Customer Success Executive. This pivotal role involves guiding clients through their journey, ensuring they maximize value from Treasury and Capital Markets solutions. You will foster long-term relationships with major financial institutions, driving customer success, adoption, and revenue growth. This innovative firm offers a competitive salary, benefits, and opportunities for career advancement, making it an exciting opportunity for strategic professionals passionate about customer success.

Qualifications

• Experience in Treasury and Capital Markets is essential.
• Strong problem-solving and analytical skills required.

Responsibilities

• Manage customer relationships and drive satisfaction.
• Develop Customer Success Plans aligning client goals.
• Identify risks and manage escalations effectively.

Skills

Treasury and Capital Markets

Customer Success Management

Problem-solving skills

Analytical skills

Project management

Commercial acumen

Job description

This range is provided by Talentee. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $165,000.00/yr

Customer Success Executive – Treasury & Capital Markets

Are you a strategic, results-driven professional with experience in Treasury and Capital Markets? Do you have a passion for driving customer success, increasing adoption, and fostering long-term client relationships? If so, this is an exciting opportunity to join a global leader in capital markets technology.

The ideal candidate will have a background in delivery, implementing trading and risk systems, before transitioning into a client-facing role.

The Role

As a Customer Success Executive (CSE), you will play a pivotal role in guiding customers through every stage of their journey—from system implementation to long-term satisfaction. You will act as a trusted advisor, ensuring clients maximise value from Treasury and Capital Markets solutions. Your role will be key in increasing adoption, retention, and revenue growth, while maintaining strong relationships with some of the world’s largest financial institutions.

Key Responsibilities

• Own and manage the customer relationship, working closely with the Account Executive to drive satisfaction and long-term success.
• Develop Customer Success Plans, aligning client business goals with Treasury and Capital Market solutions.
• Proactively identify risks, manage escalations, and orchestrate resolutions in collaboration with internal teams.
• Act as the bridge between customers and internal teams—ensuring a seamless feedback loop to Product, Sales, Support, and Services.
• Drive adoption, renewals, and upsell opportunities, increasing penetration of key products.
• Guide customers through the onboarding and implementation process, working alongside Project Managers and Implementation teams to ensure a smooth go-live.
• Leverage data and insights to drive engagement and improve the customer experience.
• Work with customers to identify upgrade opportunities, compliance needs, and expansion potential.

What We’re Looking For

• Experience in Treasury and Capital Markets, whether at a bank, software vendor, or consultancy.
• Strong knowledge of trading, risk, and treasury management solutions
• Ability to engage with stakeholders at all levels, from business users to senior executives.
• Proven ability to drive customer success, increasing adoption and retention.
• Strong problem-solving and analytical skills, with the ability to translate data insights into action.
• Project management skills, including strong reporting and multi-tasking abilities.
• Commercial acumen—understanding business drivers and speaking confidently about customer value and ROI.

Why Join?

• Be part of a global fintech leader at the forefront of Treasury and Capital Markets technology.
• Work with some of the biggest financial institutions in the world.
• Play a strategic role in shaping the success journey of clients.
• Competitive salary, benefits, and strong career growth opportunities.

Talentee is recruiting for this role on behalf of our client. If you have the experience and drive to excel in this position, we would love to hear from you!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Customer Service and Business Development

Industries

IT Services and IT Consulting, Software Development, and Capital Markets