Securities Services - Customer Success Manager - Vice President

Overview

Transform the customer journey by turning product insights into meaningful relationships. As a Customer Success Manager in Client Services, you will be a core contributor, developing and maintaining strong customer connections, understanding their unique needs, and ensuring our product delivers real value. Your proactive approach to onboarding, collaboration, and product evolution will help our customers achieve their goals and maximize their experience.

Responsibilities

• Drive product adoption, expansion, and retention to maintain a healthy customer base.
• Conduct regular account meetings to share best practices, demonstrate key product functionality, communicate future releases, and gather feedback.
• Guide customers through onboarding and product setup, leveraging deep product knowledge including new features and enhancements.
• Track key success metrics and provide actionable feedback to the Product team to inform new features and priorities.
• Navigate the organization to ensure continuous improvement of service delivery

Required qualifications, capabilities, and skills

Preferred qualifications, capabilities, and skills

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