Client Success Manager

Join Xceptor as a Client Success Manager, where you'll be the trusted advisor for our clients, helping them achieve their business outcomes and maximize their partnership with us. You'll focus on client satisfaction, adoption, retention, and expansion, while building strong relationships with key decision-makers and influencers. This role requires a delivery-centric approach, strong organizational skills, and a deep understanding of client needs and expectations.

• Assurer la satisfaction des clients en établissant des relations solides et en comprenant leurs besoins.
• Faciliter l'adoption des solutions Xceptor par les clients, en fournissant des conseils et un soutien proactif.
• Identifier et exploiter les opportunités d'expansion des services Xceptor auprès des clients existants.
• Deeply understanding clients’ needs, expectations, and goals is crucial
• Very strong organisational skills with ability to work independently
• Building strong relationships not only with clients but also internal teams
• CSM Certification (desirable)
• Very strong presentation skills
• Identifying potential risks and resolving them before they impact client satisfaction
• Strong understanding of CRM, analytics, and project management tools
• Experience working in a functional or technical role for a Bank, Custodian, Asset Manager or Fund Administrator, with an understanding of trade lifecycle workflow is a plus
• Experience delivering / managing Fintech SaaS services is advantageous
• Staying updated on client success trends, methodologies, and best practices
• At least 5+ years’ experience in Client Success, technical account management, or consulting in a B2B SaaS environment, working with business and technology stakeholders in Banks, Custodians, Asset & Investment Management or Fund Administrators
• Good level of technical proficiency including understanding programming concepts and SQL
• Good knowledge of automation, AI & strong understanding of the possibility's technology offers to streamline operations, specifically within Banking and Capital Markets
• We know that not everyone ticks every single box in a job description — and that’s okay. If you’re excited about this role and think you could make a difference, we’d love to hear from you. Your unique skills and experiences might be just what we need, even if you don’t meet every requirement