Customer Success Manager
You will serve as a strategic partner for assigned clients, helping them gain maximum value from the Validus platform. You will lead customer check-ins, business reviews, and training; resolve escalations with internal teams; analyze usage trends; and identify retention, optimization, and expansion opportunities. You will also educate customers on relevant industry trends and represent the business at customer meetings and industry events.
Responsibilities
- Act as the primary point of contact for assigned customers
- Build customer relationships that support satisfaction, retention, and advocacy
- Conduct customer check-ins, business reviews, and training sessions
- Escalate and help resolve client issues with Support, Sales, Product, and Engineering
- Analyze customer usage data to identify expansion opportunities and churn risks
- Educate customers on industry trends, regulatory requirements, and best practices
- Represent Eventus at industry events, conferences, and customer meetings
Requirements
- Customer Success, Account Management, or Client Services experience in SaaS, fintech, or financial services
- Capital markets, trade surveillance, and regulatory compliance knowledge
- Technical problem-solving background
- AI-enabled Customer Success experience or ideas
- Data-driven customer engagement analysis
- Stakeholder communication
- Account management
- US financial-market and regulatory-requirements knowledge
- Occasional travel willingness
Benefits
- Fully remote work
- Health, dental, vision, and disability coverage
- Unlimited PTO
- Flexible work environment