Top Customer Success Jobs

Manage client relationships for Chase Offers from onboarding through renewal, coordinate cross-functional delivery, monitor campaign performance, recommend optimizations, resolve client issues, and drive growth by identifying expansion opportunities and capturing feedback to improve product and processes.

Supports senior team members and serves as a liaison for complex Commercial Bank clients. Manages client relationships, escalations, implementations, onboarding, renewals, RFPs, strategic reviews, and growth opportunities. Coordinates cross-functional teams across banking, treasury, service, implementation, KYC, risk, and operations. Addresses treasury product, setup, billing, and invoice issues while supporting retention, client satisfaction, and revenue expansion. Requires approximately 20% travel to visit clients and internal partners.

Guide clients in adopting and maximizing Fusion’s enterprise data, analytics, and AI platform. Provide technical expertise for complex use cases, collaborate with business, product, engineering, and client teams, develop solution patterns, lead enablement activities, track adoption and satisfaction metrics, advocate best practices, and provide feedback for platform enhancements.

Serve as a trusted client partner for equity compensation programs (stock options, RSUs, ESPPs). Manage client relationships, drive retention and growth, resolve escalations, oversee contract renewals, maintain client data in Dynamics, deliver strategic presentations, collaborate with Sales/Implementation/Operations, and provide industry insights and customized equity compensation solutions.

Serve as subject-matter expert for the ConnectWealth UMA platform: launch capabilities, design and deliver advisor training, support complex advisor/client situations, drive platform adoption, synthesize platform benefits, and partner cross-functionally to optimize advisor productivity and program outcomes.

Manage customer relationships for data platforms to drive adoption, retention, onboarding, and expansion. Lead account meetings, track success metrics, provide product feedback to roadmap, oversee program execution, adopt AI-enabled workflows, and communicate incidents and outcomes to stakeholders.

Serve as primary post-sales contact for strategic accounts, build and deepen client relationships, ensure customer satisfaction, drive account growth and upsell opportunities, coordinate with implementations and operations, and leverage subject matter experts to optimize client value.

Manage a portfolio of custody and fund services clients, ensure end-to-end service delivery, resolve client queries, coordinate across operations/product/technology, drive client meetings and governance, oversee billing and reporting, and provide product/training leadership to maintain client satisfaction.

Manage a portfolio of custody and fund services clients, own client satisfaction, coordinate cross-functional service delivery, drive issue resolution, lead client governance and meetings, monitor billing, and partner with product and operations to deliver solutions.

Serve as the primary liaison for Commercial & Investment Bank clients, managing relationship health, escalations, implementations, onboarding, renewals, and cross-functional coordination to drive retention, growth, and client satisfaction.