Customer Success Manager for the Financial sector

As a Customer Success Manager your responsibilities are:

• Lead the implementation and onboarding of the SaaS platform at client organisations


• Serve as the main point of contact for customers, supporting them with functional questions and best practices


• Guide customers through testing, configuration, and optimisation of the solution


• Build long-term relationships with CFOs and finance stakeholders


• Ensure smooth adoption, usage, and customer satisfaction throughout the lifecycle


• Identify and develop upselling and cross-selling opportunities in collaboration with the sales team


• Provide structured customer feedback to internal teams to support product improvement


• Support the sales team during presales, demos, and customer handover when required

A successful Customer Success Manager should have:

• Master's degree in business, economics, finance, or a r...

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