Lead Customer Success (Moncayo)

Builds and maintains effective long-term relationships and a high level of satisfaction with key senior‑level decision makers and influencers at an assigned group of customer accounts that may involve an international partner or major integral accounts.

Creates demand for the organization's products and services by raising their profile with customers. Achieves revenue targets by increasing revenue spend per account. Conducts regular status and strategy meetings with the customer's senior management to understand their needs and link them to the organization's product/service strategies.

Responsibilities

• Develops effective relationships with key senior‑level decision makers and influencers at an assigned group of customer accounts that typically includes a limited number of major strategic customers.
• Achieves revenue targets by increasing revenue spend per account.
• Drives client meetings where necessary, utilizes, strategizes and exhausts all available information.
• Proactively reaches out to accounts to ensure there are no retention risks/losses.
• Provides information about the organization’s products and services by raising their profile with customers through face‑to‑face presentations and phone conversations.
• Enhances depth and breadth of knowledge and strengthens client relationships through attending professional meetings, seminars, and industry conferences.
• Takes ownership of problem resolution if customer issues cannot be solved through normal channels.

Qualifications

• Education Required: Bachelor Degree; MBA, MSc or similar qualification is a plus.
• Experience Required: At least 10 years working for the Financial, Banking, Fintech or IT sectors within the areas of Customer Success, Relationship Management, Account Management, Client Facing.
• Strong Client Facing and Relationship skills.
• Finance and/or Capital Markets Background.
• Have been working with US, Canada or Global Clients/Accounts.