Customer Success Manager-Retail

We are looking for a Customer Success Manager (CSM) with strong expertise in core Retail and/or CRE services to join our team. The CSM will play a pivotal role in ensuring the successful execution of projects, nurturing long-term client relationships, mitigating delivery risks, and identifying opportunities for account growth. This individual will be instrumental in expanding our presence in the financial services domain.Key ResponsibilitiesProject Execution and **Oversee the delivery of consulting projects, ensuring alignment with client objectives, timelines, and quality standards.Work closely with cross-functional teams, including data engineers, AI specialists, integration experts, and application developers, to achieve project goals.Client Relationship *Serve as the primary point of contact for clients, fostering trust and ensuring high levels of customer satisfaction.Conduct regular check-ins with clients to understand their evolving needs and challenges.Risk Assessment and *Proactively identify delivery risks and implement strategies to mitigate them.Ensure smooth communication and issue resolution between internal teams and clients.Account Growth and Portfolio *Identify upselling and cross-selling opportunities within accounts by understanding client business goals.Collaborate with the sales and solutions teams to expand the financial services portfolio.Domain Expertise and *Leverage deep knowledge of core Retail services to provide insights and strategic recommendations to clients.Stay abreast of industry trends, regulatory changes, and emerging technologies impacting the financial sector.Business *Contribute to proposals, case studies, and presentations to showcase the firms expertise to prospective clients.Build strong relationships with key stakeholders in client organizations to identify new business opportunities.Key Skills And QualificationsDomain *Strong understanding of retail services and industry best practices.Project *Proven experience managing and delivering complex consulting projects.Ability to handle multiple projects and clients simultaneously while maintaining high standards of quality and delivery.Relationship *Excellent communication, negotiation, and interpersonal skills.Ability to build and sustain long-term client relationships.Strategic *Capability to assess business needs, propose innovative solutions, and create value-driven client strategies.Analytical mindset to identify risks, opportunities, and areas for improvement.Technical ****Familiarity with technologies related to data engineering, AI, application engineering, and integration.Understanding of modern technology stacks used in financial services.Educational Background And ExperienceBachelor's or Master's degree in Technology.10+ years of experience in customer success, account management, and project delivery within the consulting or retail services industry.

Created: 2025-04-19