Senior Remote Customer Success Manager – Strategic Client Partner for Regulatory & Compliance SaaS Solutions

About careerzynith – Pioneering the Future of Financial Reporting and Capital Markets

careerzynith is a global leader in delivering innovative software and service solutions that power essential financial reporting, regulatory compliance, and capital‑markets transactions. Recognized by careerzynith as one of AMERICA'S MOST LOVED WORKPLACES® for three consecutive years and a Built In Best Places to Work for six years, we are deeply committed to the total wellbeing of every team member. Our “Win as One” mentality means that the success of our clients, shareholders, and employees is intertwined – and we celebrate every win together.

At careerzynith, you will join a values‑driven organization that encourages you to bring your authentic self to work each day. Whether you thrive in a fast‑paced environment, love solving complex client challenges, or are passionate about shaping the future of RegTech, you will find a home where your ideas are heard, your growth is nurtured, and your impact is measurable.

Role Overview – Senior Remote Customer Success Manager

careerzynith is seeking a proactive, strategic, and highly motivated Senior Customer Success Manager to serve as a trusted advisor for our enterprise clients. In this role, you will own the post‑sale lifecycle—guiding customers through adoption, optimization, and expansion of our regulatory and compliance solutions. You will partner closely with Sales, Product, Services, and Support teams to drive product adoption, uncover growth opportunities, and ensure that each client experiences measurable value.

This is an individual‑contributor position reporting to the Senior Director of Customer Success. The role is fully remote, with occasional travel (approximately 10‑20%) for on‑site client meetings, industry events, or internal gatherings.

Key Responsibilities

• Trusted Advisor: Own the post‑sale relationship for assigned accounts, acting as the primary point of contact and strategic guide for senior client stakeholders.
• Cross‑Functional Collaboration: Work hand‑in‑hand with Sales, Services, and Support to drive product adoption, identify upsell and cross‑sell opportunities, and align on the customer’s strategic roadmap.
• Customer Health Management: Monitor health metrics, usage data, and satisfaction scores; proactively address risks, issues, or opportunities before they impact the client.
• Quarterly Business Reviews (QBRs): Lead QBRs, develop executive‑level presentations, and create actionable plans that reinforce value and outline next steps.
• Voice of the Customer: Capture client feedback, translate it into product and process improvements, and champion the customer’s perspective across careerzynith.
• Technology Enablement: Leverage careerzynith’s CRM and Customer Success platforms (e.g., careerzynith, careerzynith) to document activities, track issues, and surface insights.
• Escalation Management: Own escalation paths for high‑value accounts, ensuring timely resolution and communication with senior leadership.
• Travel & Events: Participate in customer‑facing meetings, industry conferences, and internal training sessions as needed (10‑20% travel).

Essential Qualifications

• 5+ years of experience in Customer Success, Account Management, or a related client‑facing role within SaaS, FinTech, RegTech, or enterprise B2B software.
• Demonstrated ability to manage complex, multi‑stakeholder relationships and communicate effectively with senior executives.
• Strong change‑management, project‑management, and organizational skills, with a track record of delivering measurable outcomes.
• Exceptional verbal and written communication abilities, including polished presentation skills for C‑suite audiences.
• Adaptability to evolving business needs and the agility to thrive in a fast‑moving environment.
• Experience navigating regulatory technology landscapes, including familiarity with SEC filings, financial reporting, or related compliance frameworks.

Preferred Qualifications & Additional Skills

• Proficiency with CRM and Customer Success platforms (e.g., careerzynith, careerzynith or comparable tools).
• Self‑motivated, results‑driven, and comfortable working independently while contributing to a collaborative team culture.
• Based on the US East Coast (e.g., New York, Boston) to facilitate occasional in‑person client engagements.
• Background working with legal, finance, or investor‑relations teams, enhancing your ability to translate technical solutions into business value.

Core Skills & Competencies for Success

• Strategic Thinking: Ability to see the big picture, align client goals with careerzynith’s product roadmap, and drive long‑term partnership growth.
• Analytical Insight: Comfortable interpreting usage data, health scores, and financial metrics to inform proactive recommendations.
• Relationship Building: Skilled at building trust, fostering open communication, and nurturing executive‑level relationships.
• Problem Solving: Quick to identify root causes, develop creative solutions, and navigate complex escalations.
• Collaboration: Works seamlessly across product, sales, services, and support teams to deliver a unified customer experience.
• Technology Savvy: Comfortable using modern SaaS tools, data dashboards, and collaboration platforms to drive efficiency.

Compensation, Benefits & Perks

careerzynith offers a competitive total rewards package designed to attract and retain top talent:

• Base salary aligned with market benchmarks for senior customer success professionals.
• Performance‑based bonuses tied to customer satisfaction, retention, and growth metrics.
• Comprehensive health, dental, and vision plans, including mental‑health resources.
• Generous paid time off, holidays, and flexible work‑from‑home arrangements.
• Retirement savings options with company matching contributions.
• Professional development budget for certifications, conferences, and continuous learning.
• Wellness programs, employee assistance services, and a culture that celebrates diversity and inclusion.

Career Growth & Learning Opportunities

At careerzynith, your career trajectory is shaped by your ambition and the organization’s commitment to internal mobility. As a Senior Customer Success Manager, you will have pathways to:

• Lead a Customer Success team as a Manager or Director.
• Transition into Product Management, leveraging deep client insights to influence product strategy.
• Specialize in industry verticals such as capital markets, banking, or insurance compliance.
• Participate in mentorship programs, cross‑functional projects, and leadership development initiatives.

Work Environment & Culture at careerzynith

Our remote‑first philosophy empowers you to work from anywhere while staying connected through regular virtual huddles, collaborative tools, and quarterly in‑person meet‑ups. careerzynith’s culture is built on:

• Inclusivity: A workplace where every voice is valued, and diverse perspectives drive innovation.
• Transparency: Open communication channels with leadership, clear goals, and shared metrics.
• Recognition: Frequent acknowledgment of individual and team achievements through awards, shout‑outs, and career milestones.
• Wellbeing: Programs that support physical, mental, and financial health, ensuring you thrive both at work and at home.

Equal Opportunity & Accessibility Statement

careerzynith is an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees, regardless of race, color, national origin, gender, age, religion, disability, veteran status, sexual orientation, genetic information, or any other protected characteristic. If you require a reasonable accommodation to apply for or perform the duties of this role, please email [email protected].

Application Process & Next Steps

If you are ready to bring your passion for client success to careerzynith, we invite you to submit your application today. Our recruiting team will review your profile, and qualified candidates will be contacted for an initial conversation. Throughout the process, you will receive clear communication and timely updates.

To apply, please click the link below:

Apply to this role at careerzynith

Final Thoughts – Join careerzynith and Make an Impact

At careerzynith, you will be part of a mission‑driven organization that is reshaping how financial institutions meet regulatory demands and deliver value to their stakeholders. Your expertise will directly influence client satisfaction, product innovation, and the overall growth of our business. If you are a strategic thinker, a relationship builder, and a champion for customer success, we want to hear from you.

Take the next step in your career and help us continue to win as one. Apply today and discover how your future can thrive at careerzynith.

Contact for General Talent Inquiries

For any questions about the recruitment process, please reach out to [email protected]. Our team is happy to assist you.