Customer Success Manager, Financial Services (AI)

Location: San Francisco, CA; Seattle, WA; New York City, NY; or Washington, DC. Hybrid policy: staff are expected to work from one of the offices at least 25% of the time, with some roles requiring more office time.

Annual salary: $200,000–$265,000 USD. For sales roles, the stated range includes OTE; this role is described as a Customer Success position.

Company

Anthropic builds reliable, interpretable, and steerable AI systems intended to be safe and beneficial for users and society.

What you will do

• Build strategic relationships with decision-makers across banking, insurance, asset and wealth management, and data provider organizations.
• Advise customers on Claude Enterprise, Claude Code, and API capabilities, technical nuances, best practices, product roadmaps, and new products.
• Plan and optimize consumption- and seat-based usage, identify underutilization, and drive adoption, expansion, and measurable customer value.
• Identify new use cases and lines of business, partnering with customers, Sales, and Product teams to expand Claude across departments, workflows, and teams.
• Develop change management and enablement programs, including Train the Trainer initiatives, Centers of Excellence, and organizational adoption strategies.
• Own account and success plans, Quarterly Business Reviews, customer value documentation, lifecycle experience, and scalable industry engagement playbooks.

Requirements

• 6+ years of experience in Customer Success, Technical Account Management, or Solutions Engineering.
• Experience working with enterprise customers in Financial Services.
• Deep understanding of Financial Services regulatory, risk, and compliance needs.
• Technical fluency sufficient to understand and articulate AI/ML concepts, API integrations, and software implementation patterns to developers, product managers, executives, and end users.
• Experience driving success across consumption-based and seat-based business models, including their expansion levers and success metrics.
• Strategic ability to identify growth opportunities and translate them into actionable expansion plans.
• Proven experience managing a portfolio of accounts, maintaining strong relationships, and delivering measurable outcomes.
• Cross-functional collaboration skills and the ability to represent customer needs proactively and align stakeholders around solutions.
• Passion for AI, interest in responsible development of advanced systems, ability to bring order to ambiguity, and a hands-on team-player mindset.
• Bachelor’s degree or an equivalent combination of education, training, and experience; relevant field of study demonstrated through coursework, training, or professional experience.

Culture & Benefits

• Collaborative environment focused on high-impact, trustworthy, and steerable AI research.
• Competitive compensation, optional equity donation matching, generous vacation, and parental leave.
• Flexible working hours and office collaboration.
• Diverse perspectives and strong communication are valued.
• Visa sponsorship is available where feasible; Anthropic makes reasonable efforts to support visas and works with an immigration lawyer.