Technical Account Manager / Customer Success Manager – US (Remote)

Position: Customer Success Manager – USLocation: United States (100% remote)Position OverviewOur client is seeking a Customer Success Manager (CSM) to join their growing team in the US. The CSM will serve as a strategic partner to their clients, ensuring they derive maximum value from their platform. This role is focused on building long-term customer relationships, driving adoption, and proactively identifying opportunities for expansion and optimization.Key Responsibilities● Act as the primary point of contact for customers, fostering strong relationships to drive satisfaction, retention, and advocacy● Partner with customers to understand their business needs and proactively recommend solutions to maximize value● Conduct regular check-ins, business reviews, and training sessions to ensure continued engagement and product utilization● Collaborate with internal teams (Sales, Product, and Engineering) to escalate customer feedback, resolve issues, and drive product improvements● Analyze customer usage data and trends to identify expansion opportunities, upsell/cross-sell potential, and risks of churn● Educate customers on industry trends, regulatory requirements, and best practices to optimize their use of platform● Serve as the customer's advocate, ensuring their voices are heard and their needs are met● Represent Company at industry events, conferences, and customer meetings to strengthen relationships and promote their solutionsQualifications● Proven experience in Customer Success, Account Management, or Client Services within a SaaS, fintech, or financial services company● Strong knowledge of capital markets, trade surveillance, and regulatory compliance is preferred● A technical background with a curious, self-driven problem-solving approach to ensure focus on rapid client issue resolution is preferred● An AI-forward approach with demonstrated experience or ideas for scaling the Customer Success using AI solutions is highly desirable● Analytical mindset with experience using data-driven insights to drive customer engagement and success● Excellent interpersonal and communication skills, with the ability to engage with stakeholders at all levels● Ability to manage multiple accounts, prioritize tasks, and work in a fast-paced, high-growth environment● Experience working within the US financial market and understanding of regulatory requirements preferred● Willingness to travel occasionally for customer meetings and industry eventsBenefits & Perks● Fully Remote Company● Competitive Compensation● Health, Dental, Vision & Disability Coverage● Unlimited PTO● Flexible Work Environment