Tech Stack

Description

You will own and grow relationships with mid-enterprise and large investment firms, guiding them from onboarding to long-term maturity. You'll drive product adoption, identify expansion opportunities, and partner with Sales, Product, and Support to align client goals with platform capabilities.

Requirements

• 8+ years of experience in Customer Success, SaaS account management, or similar client-facing role
• Strong understanding of financial markets and institutional investment lifecycle

Responsibilities

• Build trusted relationships with investment and wealth management clients to drive adoption and satisfaction
• Guide customers through onboarding and implementation readiness to accelerate time-to-value
• Develop and execute strategic account plans aligned to client business objectives
• Drive product adoption through training, enablement sessions, and ongoing strategic guidance
• Identify and advance expansion opportunities through cross-functional alignment