Associate Client Success Manager - Financial Services
Job Description
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Client Success Manager – Financial Services based in the United States.
You will join a fast-paced, data-driven SaaS environment supporting leading financial institutions that rely on real-time consumer and market intelligence to make high-stakes decisions. In this role, you will help ensure clients successfully adopt and derive value from advanced analytics products that transform complex transaction data into actionable insights. You will work closely with senior Client Success and Account Management teams to support onboarding, engagement, and long-term client satisfaction. This position offers strong exposure to institutional clients in financial services, combining client coordination, data-driven analysis, and relationship management. You will play a key role in ensuring smooth day-to-day execution across multiple accounts, helping clients maximize platform usage and integration into their workflows. The role is highly collaborative, requiring close interaction with Product, Data, Research, and Support teams. It is ideal for someone early in their client success career who is eager to grow in a high-performance, analytics-focused environment.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Client Success Manager – Financial Services based in the United States.
You will join a fast-paced, data-driven SaaS environment supporting leading financial institutions that rely on real-time consumer and market intelligence to make high-stakes decisions. In this role, you will help ensure clients successfully adopt and derive value from advanced analytics products that transform complex transaction data into actionable insights. You will work closely with senior Client Success and Account Management teams to support onboarding, engagement, and long-term client satisfaction. This position offers strong exposure to institutional clients in financial services, combining client coordination, data-driven analysis, and relationship management. You will play a key role in ensuring smooth day-to-day execution across multiple accounts, helping clients maximize platform usage and integration into their workflows. The role is highly collaborative, requiring close interaction with Product, Data, Research, and Support teams. It is ideal for someone early in their client success career who is eager to grow in a high-performance, analytics-focused environment.