Strategic CSM for Fintech Data Platform

Selby Jennings; New York (NY); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) and retirement benefits

Generous paid time off and companyhols

Professional development and career成长

Job summary

Selby Jennings is seeking a Customer Success Manager to serve as a trusted advisor to enterprise clients in the financial services and technology sectors. You will own post-sale relationships, drive long-term engagement, and ensure customers maximize value from the platform.

You will collaborate with Product, Sales, and Support to maximize platform value, analyze usage trends, and identify renewal and expansion opportunities within existing relationships.

Qualifications

• Bachelor's degree required.
• 3-5 years of Customer Success, Client Success, Account Management, or related client-facing experience within a technology, SaaS, fintech, or data-driven organization.
• Proven experience managing post-sale customer relationships and acting as a trusted advisor to clients.
• Strong communication and relationship-building skills.
• Ability to work cross-functionally and manage multiple priorities in a fast-paced environment.
• Experience using Salesforce or similar CRM platforms.
• Analytical mindset with the ability to leverage customer and product insights to drive outcomes.
• Experience supporting financial services, fintech, market data, analytics, or investment technology clients is strongly preferred.

Responsibilities

• Manage a portfolio of client relationships and serve as the primary point of contact throughout the customer lifecycle.
• Drive product adoption, engagement, and overall client satisfaction.
• Develop a strong understanding of client objectives and align platform capabilities to their business needs.
• Analyze customer usage trends and identify opportunities to improve retention, engagement, and account growth.
• Partner with Product, Sales, and Support teams to relay customer feedback and enhance the overall customer experience.
• Oversee multiple client initiatives simultaneously while maintaining a high level of responsiveness and service.
• Support account expansion efforts by uncovering new use cases and growth opportunities within existing relationships.

Skills

Strong communication

Relationship-building

Cross-functional collaboration

Analytical mindset

Education

Bachelor's degree

Tools

Salesforce

Job description

Selby Jennings is seeking a Customer Success Manager to serve as a trusted advisor to enterprise clients in the financial services and technology sectors. You will own post-sale relationships, drive long-term engagement, and ensure customers maximize value from the platform.

You will collaborate with Product, Sales, and Support to maximize platform value, analyze usage trends, and identify renewal and expansion opportunities within existing relationships.