Enterprise SaaS Customer Success Leader | Equity & PTO

Quantifind; Washington (District of Columbia); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Competitive salary

Company equity

Benefits package

Flexible vacation

401(k) plan

Work-life balance

Job summary

Quantifind is seeking a seasoned SaaS Customer Success professional to lead and grow relationships with large financial institutions. You will partner with Customer Success, Product, Data Science, Engineering and Sales to ensure value delivery, onboarding, and ongoing support across the client lifecycle.

Ideal candidates bring 5–10 years in financial services or banking customer success, exceptional communication, and a knack for training enterprise software.

Qualifications

• Bachelor's degree in Financial compliance or STEM; master's is a plus.
• 5+ years with banking or financial services customers.
• Excellent communicator across business, executive, and technical audiences.
• Strong organizational skills with task management and prioritization.
• Experienced training/supporting enterprise software for large customers.

Responsibilities

• Manage enterprise client relationships to ensure value delivery.
• Ensure onboarding and ongoing support across the client lifecycle.
• Coordinate with CS, Product, Data Science, Engineering and Sales.
• Drive customer satisfaction and success for large financial institutions.
• Report to VP of Customer Success.

Skills

Communication

Stakeholder mgmt

Leadership

Attention to detail

Presentation

Education

Bachelor's in Financial compliance or STEM

Master's degree (plus)

Tools

SaaS platforms

Job description

Quantifind is seeking a seasoned SaaS Customer Success professional to lead and grow relationships with large financial institutions. You will partner with Customer Success, Product, Data Science, Engineering and Sales to ensure value delivery, onboarding, and ongoing support across the client lifecycle.

Ideal candidates bring 5–10 years in financial services or banking customer success, exceptional communication, and a knack for training enterprise software.