Strategic SaaS Customer Success Manager (Enterprise)

Quantifind; Charlotte (NC); Hybrid; USD 100,000 - 145,000; Full time

Benefits offered by this job

Competitive salary

Company equity

Excellent benefits package

Flexible vacation & Paid Time Off

Employer-matched 401(k) plan

Work-life balance

Job summary

Quantifind is seeking a Customer Success Manager based on the East Coast, ideally in Charlotte, NC, to guide large financial institutions through onboarding and ongoing success with our AI-driven SaaS platform.

You will own relationship management, coordinate with product, data science, and sales teams, and ensure customer objectives are met on time and with high quality. This role emphasizes leadership, EQ, and cross-functional collaboration.

Qualifications

• Bachelor's degree in financial compliance or STEM; master's a plus.
• 5+ years of experience with banking or financial services customers.
• Excellent communication across business, executive, and technical audiences.
• Strong organizational skills and prioritization.
• Experience training or supporting enterprise software tools.
• Passionate about solving customer needs and managing expectations.
• Team player with high attention to detail.

Responsibilities

• Ensure Quantifind delivers high quality solutions to clients.
• Collaborate with CS, Product, Data Science, Engineering and Sales to meet commitments.
• Lead onboarding and provide ongoing support throughout the client lifecycle.
• Manage strategic relationships with large financial institutions.
• Report to VP of Customer Success.

Skills

Strong communicator

Relationship management

Enterprise training

Team player

Attention to detail

Education

Bachelor's degree in financial compliance or STEM

Job description

Quantifind is seeking a Customer Success Manager based on the East Coast, ideally in Charlotte, NC, to guide large financial institutions through onboarding and ongoing success with our AI-driven SaaS platform.

You will own relationship management, coordinate with product, data science, and sales teams, and ensure customer objectives are met on time and with high quality. This role emphasizes leadership, EQ, and cross-functional collaboration.