Finance Client Success Manager

Posted 3 days ago

virtual vocationsDenver (CO)

Financial ManagersInternational, Secondary Market, and All Other Nondepository Credit Intermediation

SENIORITY

Mid

About the role

Driving client satisfaction and account growth, the full-time Finance Client Success Manager will manage all aspects of service delivery, advocate for client needs, and collaborate cross-functionally to achieve operational excellence in El Segundo, CA. Key responsibilities Own all aspects of service delivery, ensuring high-quality execution and meeting margin expectations Collaborate with cross-functional teams to align on client objectives and drive account growth opportunities Serve as the voice of the client, advocating for their needs and managing escalations to ensure satisfaction and retention Required qualifications Proven experience in client relationship management within the finance industry Strong background in delivery excellence and full lifecycle project leadership Demonstrated ability to drive account growth, including successful renewals and up/cross-sells Exceptional capability in internal orchestration and cross-functional collaboration Commitment to continuous learning and awareness of emerging AI and technology trends

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.