Customer Success Manager
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Job Description
Customer Success Manager at Sayari leading retention and growth for significant financial accounts. Focused on leveraging strategic partnerships to enhance economic security and risk management.
Responsibilities:
- Own the end-to-end customer lifecycle, leading and driving the renewal process for a dedicated book of business in the Financial vertical, delivering a high-touch onboarding experience and consistent value delivery through regular engagements to ensure 100% continuity and satisfaction.
- Lead the renewal management process with 100% forecasting accuracy, proactively identifying and mitigating churn or contraction risks through strategic "save plays."
- Transition accounts from reactive usage to proactive strategic roadmaps, identifying business-critical workflows where Sayari can provide deeper value and become an indispensable strategic and consultative partner to Sayari’s key commercial accounts.
- Become an expert in Sayari’s platform and data, capitalizing on an Analyst’s mindset to provide data-driven insights and technical guidance to power-users.
- Conduct complex product training and demos, translating Sayari’s technical capabilities into specific solutions for Sanctions, AML, Financial Crime, and TPRM use cases.
- Leverage your expertise to influence industry conversations, build personal and company brand trust, and drive growth through high-quality advocacy.
- Partner with Account Managers and Account Executives to identify and qualify expansion opportunities, driving toward a 120% NDR target for your account base.
- Partner closely with R&D, Solutions, and Product teams to advocate for client needs and influence the 2026 product roadmap.
- Act as a cross-functional bridge, coordinating with Legal and Finance to resolve support escalations and triage customer needs with speed and precision.
Requirements:
- Proven experience in Customer Success, Account Management, or similar customer-facing technical implementation role supporting complex SaaS / AI solutions within the Financial Vertical and/or working directly at a Financial Institution as a Financial Investigator or Analyst (with a background such as AML investigations).
- Deep domain literacy in Regulatory and Compliance workflows, including Sanctions, AML, Financial Crime, and Third-Party Risk Management (TPRM) creating credibility with customers .
- Mastery of the renewal lifecycle, including contract negotiation, commercial forecasting, and CRM discipline (Salesforce & Gainsight).
- Experience using AI tools, such as Claude AI (using AI tooling to create automated solutions such as newsletters, metric reports and account insights).
- High technical acumen with the ability to learn and train others on complex data platforms with a propensity to quickly acquire deep product knowledge
- Exceptional executive communication skills with the ability to tell a compelling value story to senior stakeholders.
- Ability to thrive in a cutting edge, fast-paced but highly fluid environment whilst visualizing opportunity and evolution above chaos and ambiguity.
- Familiarity with the Sayari tech stack, including SFDC, Gainsight, and AI-driven tools (Claude, Gemini, Glean) to automate routine tasks and maximize strategic leverage.
Benefits:
- 100% fully paid medical, vision, and dental for employees and their dependents
- Generous time off; we observe all US federal holidays, close our office for a winter break (12/24-12/31), in addition to granting 18 PTO days and 10 sick days
- Outstanding compensation package; competitive commissions for revenue roles and bonuses for non-revenue positions
- A strong commitment to diversity, equity, and inclusion
- Eligibility to participate in additional benefits such as 401k match up to 5%, 100% paid life insurance (up to $100,000 coverage), and parental leave
- A collaborative and positive culture - your team will be as smart and driven as you
- Limitless growth and learning opportunities
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