Job title
customer success manager
this role bridges customer success, technical consulting and sales enablement to drive business growth.
the ideal candidate will manage key banking and fintech clients, drive account expansion, resolve complex technical challenges and identify growth opportunities through consultative engagement.
* serve as the primary point of contact for key clients, building deep relationships with cxos, business heads and it stakeholders.
* understand client objectives, challenges and technology ecosystems to align business strategies with their goals.
* monitor customer health, adoption trends and satisfaction to ensure retention and long-term success.
key responsibilities
the customer success manager will oversee:
* client management: serve as the primary point of contact for key clients.
* technical consultation & solution delivery: provide guidance on product best practices, architecture and integrations for financial institutions.
* training & insights: design and deliver training sessions, workshops and technical documentation for client teams.