Account Manager Lead, Client Success (CSM)

Experienced (relevant combo of work and education)

Full time

The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success as it relates to the client’s use of a specific solution(s) from the Treasury & Risk portfolio of Capital Markets. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long‑term relationships and aligning product usage with business goals.

The Client Success Manager is part of the Client Success organization and orchestrates the post‑sales experience for clients. Their priority is to use their product and business expertise to help clients achieve goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn and identifying expansion opportunities.