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Banking Customer Success Lead — Strategy & Engagement

LGBT Great

City of London

Hybrid

GBP 65,000 - 85,000

Full time

30+ days ago

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Job summary

A leading financial services firm is seeking a Customer Success Manager to enhance client engagement and adoption of solutions. The ideal candidate must have 5+ years in banking or financial services and a strong understanding of industry regulations. Responsibilities include developing customer engagement strategies and ensuring that clients derive maximum value from the services. This position offers opportunities for travel across Europe and Africa.

Qualifications

  • 5+ years of experience working in banking or financial services industries.
  • Prior experience in client-facing role required.
  • Understanding of banking industry regulations and risk practices.

Responsibilities

  • Establish a customer journey roadmap with near-term and long-term customer needs.
  • Define customer engagement strategies related to industry and product knowledge.
  • Communicate value of offerings through demos.

Skills

5+ years of experience in banking or financial services
Client-facing experience
Understanding of Banking regulation and risk practices
Ability to build relationships
Collaborative team player
Excellent communication skills
Self-starter
Basic understanding of AI concepts

Education

Bachelor's degree
Graduate/second-level degree preferred
Job description
A leading financial services firm is seeking a Customer Success Manager to enhance client engagement and adoption of solutions. The ideal candidate must have 5+ years in banking or financial services and a strong understanding of industry regulations. Responsibilities include developing customer engagement strategies and ensuring that clients derive maximum value from the services. This position offers opportunities for travel across Europe and Africa.
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