Customer Success Manager, Financial Services

Anthropic Limited; New York, Northern (NY, KY); Hybrid; USD 110,000 - 180,000; Full time

Job summary

Anthropic Limited, a leading AI safety company, is seeking an Enterprise Customer Success Manager for Financial Services. You will partner with senior executives to drive adoption of Claude capabilities across banking, insurance, asset & wealth management, and data providers.

You will align outcomes with business objectives, translate technical needs into outcomes, and guide customers through consumption growth, change management, and value realization across their organizations.

Qualifications

• Experience in enterprise customer success or strategic account management.
• Ability to identify opportunities for optimization and expansion.
• Strong understanding of Financial Services domain is a plus.

Responsibilities

• Build trusting, strategic relationships with key customer decision makers.
• Become an expert in Anthropic's products across API, Claude Code and Claude for Enterprise.
• Drive usage planning and guide customers to right solutions.

Skills

Enterprise Customer Success

Strategic relationship building

Technical product knowledge

Tools

Claude API

Claude Code

Claude for Enterprise

Job description

Customer Success Manager, Financial Services

San Francisco, CA | Seattle, WA | New York City, NY | Washington, DC

About Anthropic

Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems.

About the role

Join Anthropic's Customer Success team in a high-impact role driving AI adoption across our Financial Services segment. As an Enterprise Customer Success Manager for FSI, you'll be the strategic partner and a trusted advisor to our most complex customers with a portfolio spanning Banking, Insurance, Asset & Wealth Management, and Data Providers — helping them harness the full potential of all our Claude capabilities - Claude Enterprise, Claude Code, and API.

You'll work with organizations across diverse sub-segments that are transforming their businesses with AI technology. Developing genuine partnerships with customers, gaining a deep understanding of their business objectives, strategic direction, AI vision, and technical needs. You'll draw on both your business acumen and technical expertise to serve as a strategic advisor throughout their journey with us.

In partnership with the broader account team you will help customers identify the right Claude capabilities for their specific business objectives, working closely with them to provide best practices and guidance while supporting them as their usage (consumption & seat based) grows and evolves.

Your role focuses on helping customers scale their usage effectively, drive model and use case optimizations, implement change management strategies, and maximize the value of their investment through expanded use cases across their organization. The insights you gather from your customers will directly inform our research priorities, product development, and go-to-market strategies — making you a key voice in shaping how we build and deliver ongoing value as a business.

Responsibilities:

• Build trusting, strategic relationships with key customer decision makers to understand their business and objectives, identifying opportunities for optimization and expansion
• Become an expert in Anthropic's products across API, Claude Code and Claude for Enterprise, understanding the technical nuances and best practices for each to guide customers to the right solutions
• Leverage your deep knowledge of the customer and their industry vertical to proactively drive usage planning, understanding current and future consumption/adoption and how it creates realized value for