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Numerix · 6 hours ago

Senior Customer Success Manager

New York, NY

Full-time

Onsite

Senior Level

5+ years exp

Numerix is a leading company in financial technology, specializing in quantitative analytics and software solutions. The Senior Customer Success Manager will work directly with clients to maximize the value of Numerix products, bridging commercial goals with technical applications and ensuring exceptional customer experiences.

Financial Services

Growth Opportunities

Responsibilities

Build and manage strategic relationships with senior stakeholders (Quants, Risk Managers, Traders) and delight them with a customer-centric attitude

Devise and lead proactive success strategy execution with assigned customer accounts, carry out regular business reviews with key stakeholders

Become an expert in our customers' quantitative workflows, specifically regarding valuation, risk, and pricing, to support them strategically

Work closely with Sales, Product Development and Services teams to ensure an exceptional customer experience

Be a customer advocate while capturing customer feedback and reporting requests to internal stakeholders and senior management

Efficiently manage time to focus on essential activities including but not limited to business reviews, working sessions, trainings, quant to quant engagements to ensure customer satisfaction, retention, and account growth

Support revenue retention and growth through increased service adoption and increased usage

Identify and forecast expansion opportunities and partner with sales to successfully close such opportunities

Promote and build advocacy relationships with strategic customers acting as a marketing channel through case studies, speaking opportunities, references, etc

Determine usage patterns and use them to gain insights and provide guidance to Sales, Marketing and Product Strategy in identifying opportunities and increase customer satisfaction

Orchestrate the customer’s journey towards their business and technical goals, serving as the go-to person across all Numerix solutions

Contribute to or architect the strategic path for customers across front and middle office banking operations, including trading, risk management, valuations, and portfolio management

Travel to meet clients on regular basis - approximately 10%

Qualification

Customer Success ManagementFinancial EngineeringQuantitative FinanceStakeholder ManagementPythonCommunication SkillsTechnical Discipline DegreeCollaboration SkillsEmpathic Communication

Required

5+ years of experience in a customer facing role including customer success, relationship management, sales, or pre-sales, consulting, technology delivery, account management within or servicing Capital Markets clients with quantitative finance or analytics use cases

Demonstrated experience with or understanding of financial engineering, financial modeling, and derivative pricing

Ability to discuss complex financial concepts (e.g., yield curves, derivatives pricing, structured products issuance, VaR, XVA, PFE) with practitioners

Exceptional Stakeholder management skills including the ability to build and nurture strategic relationships within cross functional teams and managing account risks and issues escalations as necessary

Exceptional collaboration and communication skills with the ability to influence multiple stakeholders, prospective and actual clients without direct authority

Empathic communicator being the voice of the customer internally and closely engaged with the customers to maximize the success of their solutions

Skills to proactively orchestrate the customer's journey towards their goals

Bachelor's degree in a technical discipline, such as Computer Science, Information Technology, Engineering, quantitative finance, financial engineering, mathematics, or physics

Preferred

Graduated with an advanced degree (Masters) in business or a technical discipline, such as quantitative finance, financial engineering, mathematics, or physics

Familiarity with Python, MATLAB, or similar tools for financial analysis

Previous experience as a Financial Engineer, Desk Quant, or Risk Analyst before moving into a client-facing role