Anblicks · 17 hours ago
Customer Success Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years exp
Maximize your interview chancesAnalyticsFinancial Services
Hiring Manager
Mohd Mujtaba
Insider Connection @Anblicks
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Responsibilities
Oversee the delivery of consulting projects, ensuring alignment with client objectives, timelines, and quality standards.
Work closely with cross-functional teams, including data engineers, AI specialists, integration experts, and application developers, to achieve project goals.
Serve as the primary point of contact for clients, fostering trust and ensuring high levels of customer satisfaction.
Conduct regular check-ins with clients to understand their evolving needs and challenges.
Proactively identify delivery risks and implement strategies to mitigate them.
Ensure smooth communication and issue resolution between internal teams and clients.
Identify upselling and cross-selling opportunities within accounts by understanding client business goals.
Collaborate with the sales and solutions teams to expand the financial services portfolio.
Leverage deep knowledge of core banking and financial services to provide insights and strategic recommendations to clients.
Stay abreast of industry trends, regulatory changes, and emerging technologies impacting the financial sector.
Contribute to proposals, case studies, and presentations to showcase the firm's expertise to prospective clients.
Build strong relationships with key stakeholders in client organizations to identify new business opportunities.
Qualification
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Required
Strong understanding of core banking systems, financial services operations, and industry best practices.
Familiarity with regulatory requirements and compliance in the financial services sector.
Proven experience managing and delivering complex consulting projects.
Ability to handle multiple projects and clients simultaneously while maintaining high standards of quality and delivery.
Excellent communication, negotiation, and interpersonal skills.
Ability to build and sustain long-term client relationships.
Capability to assess business needs, propose innovative solutions, and create value-driven client strategies.
Analytical mindset to identify risks, opportunities, and areas for improvement.
Familiarity with technologies related to data engineering, AI, application engineering, and integration.
Understanding of modern technology stacks used in financial services.
Bachelor’s or Master’s degree in Technology.
10+ years of experience in customer success, account management, and project delivery within the consulting or financial services industry.
Company
Anblicks
Unleash your data
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
A
Amij Patel
Chief Operating Officer
Rodrigo S. Martineli
Chief Revenue Officer / SVP of Sales
Recent News
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