Customer Success Manager, Financial Services

Location: San Francisco, CA; Seattle, WA; New York City, NY; or Washington, DC. Hybrid policy requires staff to work from one of the offices at least 25% of the time.

Annual compensation: $200,000–$265,000 USD. For sales roles, this is the on-target earnings range.

Company

Anthropic is a public benefit corporation building reliable, interpretable, and steerable AI systems designed to be safe and beneficial.

What you will do

• Build strategic relationships with enterprise financial-services decision makers and manage account and customer-success plans.
• Advise customers on Claude Enterprise, Claude Code, and API capabilities, technical best practices, and implementation approaches.
• Plan and optimize consumption- and seat-based usage, identify underutilization, and drive expansion across departments and workflows.
• Measure customer value through business outcomes, ROI, and impact metrics, including Quarterly Business Reviews.
• Develop change-management programs such as Train the Trainer initiatives, Centers of Excellence, and organizational enablement.
• Create scalable engagement strategies and industry playbooks while sharing customer insights with Product, Research, and Go-to-Market teams.

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 requirements.
• Technical fluency in AI/ML concepts, API integrations, and software implementation patterns.
• Experience managing portfolios of accounts, driving measurable outcomes, and supporting both consumption-based and seat-based business models.
• Bachelor’s degree or equivalent education, training, and experience in a relevant field.

Nice to have

• Passion for AI and responsible development of advanced systems.
• Strong cross-functional collaboration, communication, and organization skills.
• Ability to bring structure to ambiguous situations and work hands-on with customers and internal teams.

Culture & Benefits

• Collaborative environment focused on high-impact AI research and trustworthy AI.
• Competitive compensation, benefits, and optional equity donation matching.
• Generous vacation and parental leave.
• Flexible working hours and office spaces designed for collaboration.
• Visa sponsorship is available, with reasonable efforts and immigration-lawyer support for successful candidates.

Hiring process

• Candidate AI usage is governed by Anthropic’s application-process policy.
• Recruiters contact candidates from Anthropic email addresses or identify vetted recruiting agencies.