Customer Success Manager

Posted 5 Days Ago
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Charlotte, NC, USA
In-Office
100K-145K Annually
Senior level
Big Data • Software • Analytics
The Role
Manage strategic relationships with enterprise financial institution clients, driving onboarding, adoption, satisfaction, and long-term success for AI-driven SaaS solutions. Coordinate with Customer Success, Product, Data Science, Engineering, and Sales teams to deliver customer commitments within project and contractual timelines. Provide client presentations, training, support, expectation management, and advocacy throughout the customer lifecycle.
Summary Generated by Built In
Who You Are

You are a SaaS Customer Success Professional with 5-10 years of experience. You are someone with high emotional intelligence (EQ), which allows you to effectively engage with stakeholders at all levels.  You have a natural ability to inspire and lead cross-functional teams, driving them toward achieving strategic customer objectives. You have a high attention to detail, planning expertise, and execution. You can present complex ideas, processes and methodologies in a clear and concise fashion to technical, non-technical and executive stakeholders. You have the ability to adapt, to be flexible, and to learn quickly in a dynamic environment and are excited to help define new processes as you grow. You possess customer presentation skills and are able to help customers understand how to leverage SaaS products to solve their problems. You empathize with your clients and embrace the role of client advocate within your own organization. You are innately curious and highly self-motivated.     

Who We Are

Quantifind helps some of the world’s biggest banks catch money laundering and fraud. Quantifind also works with government agencies to use the same platform to uncover criminal networks and combat money laundering committed by internationally sanctioned entities. Unlike other players in this space, Quantifind delivers results as software-as-a-service (SaaS) with consumer-grade user experiences.

Quantifind is a data science technology company whose AI platform uncovers signals of risk across disparate and unstructured text sources. In intelligence analysis, Quantifind’s solution uniquely combines high resolution entity relationship data with public domain data to assess risk in the context of investigations, bad actor discovery, and corrupted supply chains. Legacy approaches to solving these problems demand increasingly more human resources and still yield lower quality results as the operations expand; Quantifind’s solution offers a way to cut through the inefficiency and enhance effectiveness simultaneously.  

To help you succeed, we provide a supportive environment that fosters collaboration between teams and team members, where learning and professional growth are considered a key part of your success, and of ours. We offer a flexible work environment with a family friendly work-life balance.

What a Great Candidate Looks Like:
  • Minimum of a Bachelor’s degree with a major in Financial compliance, or STEM Field. A Master’s degree is a plus. 
  • 5+ years of experience working with banking or financial services customers
  • You are a great communicator across a variety of business,executive, and technical audiences
  • You have excellent organizational skills and excel at task management and prioritization
  • You are technically savvy and are experienced in training and/or supporting enterprise software tools for enterprise customers
  • You are passionate about solving customer needs, and are able to set and manage customer expectations
  • You are a team player and a creative problem solver with high attention to detail
The Opportunity We Offer

In this role, you will become a key member of a growing and close-knit team with the responsibility to ensure Quantifind delivers high quality solutions enabling our clients to achieve their goals. You will work closely with the Customer Success, Product, Data Science, Engineering and Sales Teams to ensure Quantifind meets its customer commitments within project and contractual timelines. 

As a Customer Success Manager at Quantifind, you will be at the forefront of driving client satisfaction and success within the realm of large, complex financial institutions. You will leverage your considerable expertise in managing enterprise customer relationships to ensure that our high-value clients derive maximum value from our advanced AI-driven solutions. Your role will involve not only maintaining but enhancing strategic relationships, ensuring seamless onboarding, and delivering exceptional support throughout the client lifecycle. This role will report directly to VP of Customer Success.

Quantifind operates an informal hybrid schedule around hubs in Palo Alto, California, Washington D.C., New York, NY, Atlanta, GA and Boston, Massachusetts. Due to the location of our clients our preference is an East Coast based candidate, with Charlotte, North Carolina preferred. 

A highlight of our benefits:
  • Competitive salary
  • Company Equity
  • Exceptional benefits package
  • Flexible Vacation & Paid Time Off
  • Employer-matched 401(k) plan
  • A fun environment where work-life balance is valued

The base salary range for this full-time position is $100,000 - $145,000. Our salary ranges are determined by role, level, and location, and the range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location, role-related knowledge and skills, depth of experience, relevant education or training, and additional role-related considerations.

We are an equal opportunity employer; we have a fun place to work and a devotion to succeeding together.  

Will you join us? Apply now!

Skills Required

  • Bachelor’s degree with a major in financial compliance or a STEM field
  • 5+ years of experience working with banking or financial services customers
  • Strong communication skills across business, executive, and technical audiences
  • Excellent organizational skills, task management, and prioritization abilities
  • Technical proficiency and experience training or supporting enterprise software tools for enterprise customers
  • Ability to solve customer needs and manage customer expectations
  • Team player and creative problem solver with high attention to detail
  • Master’s degree
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The Company
HQ: Palo Alto, CA
58 Employees
Year Founded: 2009

What We Do

Quantifind helps some of the world’s biggest banks catch money laundering and fraud. Quantifind also works with government agencies to use the same platform to uncover criminal networks and combat election tampering. Unlike other players in this space, Quantifind delivers results as software-as-a-service (SaaS) with consumer-grade user experiences. Quantifind is a data science technology company whose AI platform uncovers signals of risk across disparate and unstructured text sources. In financial crimes risk management, Quantifind’s solution uniquely combines internal financial institution data with public domain data to assess risk in the context of Know Your Customer (KYC), Customer Due Diligence (CDD), Fraud Risk Management, and Anti-Money Laundering (AML) processes. Today these compliance processes are burdened by ever-increasing regulatory responsibilities and an expectation of frictionless transactions. Legacy technologies demand increasingly more human resources as the operations expand; Quantifind’s solution offers a way to cut through the inefficiency and enhance effectiveness simultaneously.

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