Customer Success Manager

Customer Success Executive – Treasury & Capital Markets

Are you a strategic, results-driven professional with experience in Treasury and Capital Markets?

Do you have a passion for driving customer success, increasing adoption, and fostering long-term client relationships?

If so, this is an exciting opportunity to join a global leader in capital markets technology.

The ideal candidate will have a background in delivery, implementing trading and risk systems, before transitioning into a client-facing role.

The Role

As a Customer Success Executive (CSE), you will play a pivotal role in guiding customers through every stage of their journey—from system implementation to long-term satisfaction. You will act as a trusted advisor, ensuring clients maximise value from Treasury and Capital Markets solutions. Your role will be key in increasing adoption, retention, and revenue growth, while maintaining strong relationships with some of the world’s largest financial institutions.

Key Responsibilities

• Own and manage the customer relationship, working closely with the Account Executive to drive satisfaction and long-term success.
• Develop Customer Success Plans, aligning client business goals with Treasury and Capital Market solutions.
• Proactively identify risks, manage escalations, and orchestrate resolutions in collaboration with internal teams.
• Act as the bridge between customers and internal teams—ensuring a seamless feedback loop to Product, Sales, Support, and Services.
• Drive adoption, renewals, and upsell opportunities, increasing penetration of key products.
• Guide customers through the onboarding and implementation process, working alongside Project Managers and Implementation teams to ensure a smooth go-live.
• Leverage data and insights to drive engagement and improve the customer experience.
• Work with customers to identify upgrade opportunities, compliance needs, and expansion potential.

What We’re Looking For

• Experience in Treasury and Capital Markets, whether at a bank, software vendor, or consultancy.
• Strong knowledge of trading, risk, and treasury management solutions
• Ability to engage with stakeholders at all levels, from business users to senior executives.
• Proven ability to drive customer success, increasing adoption and retention.
• Strong problem-solving and analytical skills, with the ability to translate data insights into action.
• Project management skills, including strong reporting and multi-tasking abilities.
• Commercial acumen—understanding business drivers and speaking confidently about customer value and ROI.

Why Join?

• Be part of a global fintech leader at the forefront of Treasury and Capital Markets technology.
• Work with some of the biggest financial institutions in the world.
• Play a strategic role in shaping the success journey of clients.
• Competitive salary, benefits, and strong career growth opportunities.

Talentee is recruiting for this role on behalf of our client. If you have the experience and drive to excel in this position, we would love to hear from you!

Customer Success Executive – Treasury & Capital Markets

Are you a strategic, results-driven professional with experience in Treasury and Capital Markets?

Do you have a passion for driving customer success, increasing adoption, and fostering long-term client relationships?

If so, this is an exciting opportunity to join a global leader in capital markets technology.

The ideal candidate will have a background in delivery, implementing trading and risk systems, before transitioning into a client-facing role.

The Role

As a Customer Success Executive (CSE), you will play a pivotal role in guiding customers through every stage of their journey—from system implementation to long-term satisfaction. You will act as a trusted advisor, ensuring clients maximise value from Treasury and Capital Markets solutions. Your role will be key in increasing adoption, retention, and revenue growth, while maintaining strong relationships with some of the world’s largest financial institutions.

Key Responsibilities

• Own and manage the customer relationship, working closely with the Account Executive to drive satisfaction and long-term success.
• Develop Customer Success Plans, aligning client business goals with Treasury and Capital Market solutions.
• Proactively identify risks, manage escalations, and orchestrate resolutions in collaboration with internal teams.
• Act as the bridge between customers and internal teams—ensuring a seamless feedback loop to Product, Sales, Support, and Services.
• Drive adoption, renewals, and upsell opportunities, increasing penetration of key products.
• Guide customers through the onboarding and implementation process, working alongside Project Managers and Implementation teams to ensure a smooth go-live.
• Leverage data and insights to drive engagement and improve the customer experience.
• Work with customers to identify upgrade opportunities, compliance needs, and expansion potential.

What We’re Looking For

• Experience in Treasury and Capital Markets, whether at a bank, software vendor, or consultancy.
• Strong knowledge of trading, risk, and treasury management solutions
• Ability to engage with stakeholders at all levels, from business users to senior executives.
• Proven ability to drive customer success, increasing adoption and retention.
• Strong problem-solving and analytical skills, with the ability to translate data insights into action.
• Project management skills, including strong reporting and multi-tasking abilities.
• Commercial acumen—understanding business drivers and speaking confidently about customer value and ROI.

Why Join?

• Be part of a global fintech leader at the forefront of Treasury and Capital Markets technology.
• Work with some of the biggest financial institutions in the world.
• Play a strategic role in shaping the success journey of clients.
• Competitive salary, benefits, and strong career growth opportunities.

Talentee is recruiting for this role on behalf of our client. If you have the experience and drive to excel in this position, we would love to hear from you!