SG: Principal Customer Success Manager (Risk Analytics/Investment Management Software)
Tasks
- Analyze NPS results and manage action plan
- Collaborate with Sales on complex renewals
- Conduct QBRs and manage preparation and follow up
- Coordinate user engagement with specialists
- Drive customer adoption post sale
- Identify optimization opportunities
- Manage strategic customer relationships
- Own customer success plan
- Support renewals and expand contract scope
- Translate analytics into outcome focused discussions
Perks/Benefits
Skills/Tech-stack
Account Management | Adoption Playbook | Asset Management | Cross-selling | Customer Success | Customer Success Plan | Customer adoption | Investment Management | KPI Tracking | NPS | Portfolio analytics | QBR | Renewals | Risk Analytics | Stakeholder management | Success Plan | Upselling | Value Engineering
Education
N/A
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