Customer Success Manager (Finance)

TL;DR

Customer Success Manager (Finance): Guiding investment organizations through product adoption and value realization with an accent on building long-term relationships and proactive problem-solving. Focus on monitoring client usage, providing insights, and collaborating with internal teams to align needs with product development.

Location: Paris, Île-de-France, France

Company

Leading investment management technology and data company connecting asset managers to distributors in the UK, Europe and Asia Pacific.

What you will do

• Accompany clients from onboarding to active product usage.
• Build long-term relationships focused on loyalty and outcomes.
• Identify issues proactively and recommend solutions.
• Provide value-added insights based on products and client needs.
• Monitor usage and engagement for maximum benefit.
• Collaborate with internal teams on product and service strategy.

Requirements

• Proven customer success experience in finance or financial services industry.
• Experience using Salesforce.
• Excellent presentation and communication skills.
• Strong influencing, negotiation, and persuasion abilities.
• Confidence in building trusted relationships.
• Adept at managing multiple priorities with attention to detail.

Culture & Benefits

• Vast, diverse, and highly skilled team.
• Deep exposure to investment technology landscape.
• Opportunity to contribute to strategic conversations.
• Develop expertise in communication, relationship management, and product enablement.