Customer Success Manager, Banking Sector

Regnology; United States; À distance; USD 80 000 - 120 000; Plein temps

Résumé du poste

Regnology is seeking a Customer Success Manager in the United States to drive loyalty, retention and growth by mapping the customer journey, collecting feedback, and turning insights into action.

You will own relationships, analyze metrics, conduct regular Service Reviews, and partner with teams to implement improvements, ensuring a positive experience across key accounts and protecting Regnology's reputation.

Qualifications

• Bachelor’s degree in Business or related fields.
• 5 years of experience in customer success, account management, or related roles.
• Strong communication, interpersonal, and problem-solving skills.
• Ability to analyze data and provide actionable insights.
• Excellent organizational and time-management skills.
• Customer-centric mindset and passion for helping clients succeed.
• Fluency in English is a requirement.
• You are based in Poland.

Responsabilités

• Build strong, long-lasting relationships with customers and own the relationship through proactive engagements.
• Understand the customer experience with products and services and provide feedback for improvements.
• Deliver a structured Service Review at regular intervals with compiled information for customers.
• Analyze metrics and KPIs to form a Customer Success plan tailored to each client.
• Advocate for customers and protect Regnology’s reputation through transparent collaboration.
• Deliver on assigned KPIs to provide a standard customer experience.
• Cooperate with the team to communicate major incidents and drive positive outcomes.

Connaissances

Communication

Interpersonal skills

Problem-solving

Data analysis

Time management

English fluency

Relationship building

Presentation skills

Formation

Bachelor’s degree in Business or related fields

Description du poste

At Regnology our greatest asset is our people. We value diversity and foster an inclusive environment that supports learning, safety, and growth. By investing in our team, listening to customers, and encouraging creativity, we drive continuous innovation and improvement.
We offer a flexible, innovative environment where your ideas matter and your career can thrive.
Regnology is a global leader in regulatory reporting, helping financial institutions, regulators, and tax authorities improve data quality, efficiency, and cost savings. Our mission: to safeguard financial markets through smarter, future-ready solutions.

What you’ll do

As a Customer Success Manager, you will be focused on driving customer loyalty, retention, and growth. This is done by creating visibility of our customer experience across the Regnology client ‘customer journey’ using a combination of KPIs, customer feedback such as NPS and insights which will be combined to track the ‘health score’ of each client account.
You will act as client advocate, gathering and maintain data about clients, various cycles that impact their business and facilitate data-driven actions and decisions

You will be focused on driving awareness of the key pain points our customers are experiencing and work with the Customer Success leadership to identify process improvements initiatives which will improve customers’ experience.

Your key accountabilities are:

• Building strong and long-lasting relationships with your customers, owning the relationship through proactive and reactive engagements.
• Understanding the customer experience with our products and services, effectively feeding back to enable iterative improvements as well as immediate points of correction.
• Deliver to the customer through a designed standard framework, carrying out a ‘Service Review’ at regular intervals presenting customers with information you have compiled.
• Through analysis of metrics and KPIs in place, form a Customer Success plan that is fitting to the customers’ needs. This plan will remove/mitigate problems, in turn consistently improving their experience.
• Customer advocacy, act as a spokesperson on behalf of the customer. Working through difficult situations via transparency and partnership. All the while protecting the reputation of Regnology.
• Deliver on KPIs assigned to you, these KPIs underpin the operation and allow us to provide a standard experience to customers.
• In the event of a Major Incident work in a collegial manner with the team to drive positive outcomes. A key element will be to ensure they are communicated to in a satisfactory manner taking ownership of comms as/when required.

Why we should decide on you

Qualifications:

• Bachelor’s degree in Business or related fields.
• 5 years of experience in customer success, account management, or related roles.
• Strong communication, interpersonal, and problem-solving skills.
• Ability to analyze data and provide actionable insights.
• Excellent organizational and time-management skills.
• Customer-centric mindset and passion for helping clients succeed.
• Fluency in English is a requirement.
• You are based in Poland.

Key Competencies:

• Relationship building and stakeholder management
• Analytical thinking and problem-solving
• Proactive and results-driven approach
• Effective communication and presentation skills
• Team collaboration and cross-functional coordination
• Willingness to contribute to internal projects voluntarily

Why you should decide on us

• Market Leadership: Join a global leader where our agile culture and innovative spirit allow you to shape the future of financial stability.
• International Scope: Take ownership of high-profile international projects and benefit from our global internal mobility initiatives.
• Growth & Mentorship: Access a wide range of our technical and functional training opportunities.
• Culture of Inclusion: We foster a supportive, transparent atmosphere with frequent team events and a commitment to diversity.

Recognizing the benefits of working in diverse teams, we are committed to equal employment opportunities regarding gender, age, nationality, ethnic or social origin, disability, and sexual identity.

Role ID: CS_2026_62