Customer Success Manager leading a team for trial enablement and adoption in law firms. Collaborating with Sales, Marketing, and Product for enhanced customer engagement and onboarding strategies.
About the role
- Customer Success Manager nurturing relationships with institutional clients at Deutsche Börse Group. Focusing on high-level solution design and client onboarding within fintech market infrastructure.
Responsibilities
- Cultivate long-term, trust-based relationships as the primary business partner for institutional clients.
- Translate complex client needs into clear, scalable solution proposals and high-level target operating models that align with our platform’s capabilities.
- Lead the preparation of key commercial documents, including Statements of Work (SoWs) and functional scoping proposals.
- Define onboarding scope, deliverables, and dependencies to ensure a structured handover to the project management team for execution.
- Serve as the voice of the client internally, collaborating closely with Product, Technology, and Client Service teams.
- Ensure that all proposed solutions are feasible, aligned with the long-term product roadmap, and set up for successful delivery and future support.
Requirements
- 7–12+ years of experience in a client-facing role such as solution consulting, business architecture, or pre-sales within the fintech or financial services industry.
- Strong understanding of fund distribution, asset management, or broader financial market infrastructure.
- Proven ability to translate complex client requirements into structured solution designs, operating models, and formal Statements of Work.
- Excellent communication and strategic advisory skills with a conceptual grasp of cloud-native, API-driven platforms.
- Highly adept at engaging with senior stakeholders across operations, technology, product, and compliance.
- Prior exposure to blockchain/DLT platforms and experience working with Agile teams are considered strong advantages.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
- Wellness programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Customer Success Manager leading a team for adoption of legal tech solutions. Collaborating across departments to enhance customer experiences and drive engagement in the legal industry.
ServiceNow CSM Architect leading optimization of customer management solutions in utilities. Collaborating across teams for innovative solutions that enhance customer engagement.
Customer Engagement Manager for ABRAMS, managing email and lifecycle marketing programs. Collaborating with eCommerce & Engagement team, focusing on customer segments and journeys.
CRM Back Office Architect to design and implement CRM solutions for a roadway system's digital transformation. Collaborate with cross - functional teams and serve as SME for CRM and Account Management solutions.
Customer Success Consultant managing National Accounts for Southern Glazer's, focusing on customer service and compliance. Building relationships and understanding digital needs of clients in beverage distribution.
CRM Specialist implementing strategies to enhance client relationships in real estate projects. Focus on optimizing sales funnel efficiency and improving client conversion rates in a dynamic growth environment.
Customer Success Executive managing customer journeys from onboarding to renewal at Hurree. Focus on driving product adoption and strategically improving customer satisfaction for their SaaS solution.
Manager leading Customer Success initiatives at Notion, boosting adoption and retention for a collaborative platform. Driving team performance while mentoring and scaling Customer Success operations.
Providing operational support as a CRM Analyst at FMU. Handling user inquiries and data management tasks in HubSpot.