Technical Account Manager / Customer Success Manager US (Remote)

<br><p><strong>Position:</strong> Customer Success Manager US</p><br><p><strong>Location:</strong> United States (100% remote)</p><br><p> </p><br><p><strong>Position Overview</strong></p><br><p>Our 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.</p><br><p> </p><br><p><strong>Key Responsibilities</strong></p><br><p> Act as the primary point of contact for customers, fostering strong relationships to drive satisfaction, retention, and advocacy</p><br><p> Partner with customers to understand their business needs and proactively recommend solutions to maximize value</p><br><p> Conduct regular check-ins, business reviews, and training sessions to ensure continued engagement and product utilization</p><br><p> Collaborate with internal teams (Sales, Product, and Engineering) to escalate customer feedback, resolve issues, and drive product improvements</p><br><p> Analyze customer usage data and trends to identify expansion opportunities, upsell/cross-sell potential, and risks of churn</p><br><p> Educate customers on industry trends, regulatory requirements, and best practices to optimize their use of platform</p><br><p> Serve as the customers advocate, ensuring their voices are heard and their needs are met</p><br><p> Represent Company at industry events, conferences, and customer meetings to strengthen relationships and promote their solutions</p><br><p> </p><br><p><strong>Qualifications</strong></p><br><p> Proven experience in Customer Success, Account Management, or Client Services within a SaaS, fintech, or financial services company</p><br><p> Strong knowledge of capital markets, trade surveillance, and regulatory compliance is preferred</p><br><p> A technical background with a curious, self-driven problem-solving approach to ensure focus on rapid client issue resolution is preferred</p><br><p> An AI-forward approach with demonstrated experience or ideas for scaling the Customer Success using AI solutions is highly desirable</p><br><p> Analytical mindset with experience using data-driven insights to drive customer engagement and success</p><br><p> Excellent interpersonal and communication skills, with the ability to engage with stakeholders at all levels</p><br><p> Ability to manage multiple accounts, prioritize tasks, and work in a fast-paced, high-growth environment</p><br><p> Experience working within the US financial market and understanding of regulatory requirements preferred</p><br><p> Willingness to travel occasionally for customer meetings and industry events</p><br><p><strong>Benefits & Perks</strong></p><br><p> Fully Remote Company</p><br><p> Competitive Compensation</p><br><p> Health, Dental, Vision & Disability Coverage</p><br><p> Unlimited PTO</p><br><p> Flexible Work Environment</p><br><img src="https://www.jobg8.com/Tracking.aspx?ylWNh%2fF9VZVtEuW17jcMlQv" width="0" height="0">

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

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