Senior Client Success Manager in fintech enhancing B2B client relationships. Driving strategic initiatives and product roadmap decisions through client insights and analytics.
Responsibilities
Own strategic accounts as primary relationship owner, anticipating client needs and building trust through transparency during both wins and crises
Identify patterns across your book of business and act as intelligence engine for Product and Account Management, translating frontline insights into product roadmap decisions and surfacing expansion opportunities
Lead monthly performance reviews that teach clients something new, moving beyond reporting to diagnosing root causes and proposing evidence-based solutions
Coordinate audit processes end-to-end with zero missed deadlines and resolve complex issues with speed and clarity
Turn individual client wins into repeatable playbooks and partner with Client Operations to fix systemic friction
Document what works and elevate team performance through knowledge sharing and scalable processes
Requirements
4+ years in high-touch B2B client success, strategic account management, or management consulting with enterprise clients - deep experience with fewer strategic accounts vs. managing long lists of transactional relationships
Track record of controlling narratives with enterprise clients during both wins and crises: maintained trust when things broke, preempted escalations through transparency, turned detractors into advocates
Demonstrated analytical capability: used SQL, Excel, or BI tools (Mode, Looker, Tableau) to structure messy client data into insights that changed behavior - not just reported metrics but diagnosed problems
Cross-functional influence without authority: partnered with Product, Operations, Compliance to ship improvements that became team-wide best practices - drove outcomes, not just flagged issues
Evidence of improving client outcomes through process innovation: built systems that scaled beyond their book of business, turned individual wins into repeatable playbooks.
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