CSM finance

• Own the post-sales customer relationship for financial-services clients, acting as the primary point of contact for ongoing success and account health
• Develop and execute customer success plans aligned to client business goals, regulatory needs, and usage maturity
• Drive product adoption by delivering onboarding, enablement sessions, training, and best-practice guidance
• Monitor account health metrics, usage data, and KPIs to proactively identify risks and opportunities
• Lead regular customer touchpoints including operational reviews, success check-ins, and executive-level QBRs
• Partner closely with Sales to support renewals, expansions, and upsell opportunities
• Collaborate with Product and Engineering teams to relay customer feedback and influence roadmap priorities
• Coordinate issue resolution and escalations, ensuring clear communication and timely outcomes
• Support customers operating in regulated environments, ensuring alignment with security, compliance, and audit expectations

• 5–10+ years of experience in Customer Success, Account Management, or Client Services within financial services, fintech, or enterprise software
• Strong understanding of financial-services clients (banks, capital markets, asset managers) and their operational or technology environments
• Proven ability to manage senior stakeholders and build trusted, long-term client relationships
• Experience driving adoption, renewals, and customer retention in a B2B SaaS or enterprise software context
• Strong cross-functional collaboration skills across Sales, Product, Engineering, and Support
• Excellent communication and presentation skills
• Business-level Japanese and fluent English required (for Japan-based roles)

If this position is not ideal for you, but you are looking for a new opportunity,please contact us to discuss your options.