Remote Strategic CSM — Asset Management ROI

Responsive; Dallas (TX); Remote; USD 110,000 - 140,000; Full time

Job summary

A leading SaaS solutions provider is seeking a Strategic Customer Success Manager to serve clients in the asset management sector. The successful candidate will oversee customer relationships, drive automation adoption, and ensure compliance and efficiency in operations. Strong knowledge of asset management workflows and excellent stakeholder engagement skills are essential. This remote role offers a competitive salary and the opportunity to work with top-tier financial institutions.

Qualifications

• Experience in managing customer relations in asset management.
• Strong understanding of investment management operations.

Responsibilities

• Manage customer expectations through collaboration with Sales and Product teams.
• Identify key customers for in-person visits to strengthen relationships.
• Maintain documentation of account details and customer health.

Skills

Deep understanding of asset management workflows

Account mapping and stakeholder engagement

Job description

A leading SaaS solutions provider is seeking a Strategic Customer Success Manager to serve clients in the asset management sector. The successful candidate will oversee customer relationships, drive automation adoption, and ensure compliance and efficiency in operations. Strong knowledge of asset management workflows and excellent stakeholder engagement skills are essential. This remote role offers a competitive salary and the opportunity to work with top-tier financial institutions.