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Customer success director


As a Customer Sucess Director you will Experience & Expertise • 8+ years of Customer Success, Account Management, or related leadership experience in Capital Markets, Enterprise B2B SaaS, or Financial Data. • Proven track record of building, scaling, or transforming a CS or AM function. Experience managing teams across regions and owning performance, hiring, and strategic direction. • Strong understanding of global financial markets and credibility with buyside, sellside, and advisory clients • Partner with Account Management leadership to align CS initiatives with account health, retention, and expansion goals. • Design data-driven strategies to improve platform adoption, drive new opportunity creation, and increase customer ROI. • Support AM teams on key client projects and ensure CS delivers consistent, measurable commercial impact. Act as the voice of the customer across Product, Engineering, Operations, and Marketing. • Champion client insights to influence product roadmaps, feature prioritisation, and internal processes. • Collaborate with internal teams to ensure our platform remains intuitive, high-quality, and deeply integrated into client workflows. Operational Excellence • Implement best-in-class tooling, automations, and processes across CRM and other sales enablement software • Oversee governance for client communications, playbooks, and performance dashboards. • Create feedback loops and mechanisms to continuously optimise the customer experience

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