The Customer Success Manager acts as a strategic partner to clients to drive adoption and maximize value from the Validus platform. Key duties include managing client relationships, conducting business reviews, and collaborating with internal teams to resolve issues and drive product improvements.
Company Overview
Eventus provides state-of-the-art, at-scale trade surveillance software across all lines of defense. Its powerful, award-winning Validus platform is easy to deploy, customize, and operate across equities, options, futures, foreign exchange (FX), fixed income, and digital asset markets. Trusted by some of the world’s most complex, high-volume, and real-time trading environments, Eventus serves tier-1 banks, broker-dealers, futures commission merchants (FCMs), proprietary trading groups, market centers, buy-side institutions, energy and commodity trading firms, and regulators.
Position: Customer Success Manager – US
We are seeking a Customer Success Manager (CSM) to join our growing team in the US. The CSM will serve as a strategic partner to our clients, ensuring they derive maximum value from our Validus platform. This role is focused on building long-term customer relationships, driving adoption, and proactively identifying opportunities for expansion and optimization.
Key Responsibilities
- Act as the primary point of contact for customers, fostering strong relationships to drive satisfaction, retention, and advocacy
- Partner with customers to understand their business needs and proactively recommend solutions to maximize value
- Conduct regular check-ins, business reviews, and training sessions to ensure continued engagement and product utilization
- Serve as an escalation point for the Support teams on issues related to your assigned clients
- Collaborate with internal teams (Sales, Product, and Engineering) to escalate customer feedback, resolve issues, and drive product improvements
- Analyze customer usage data and trends to identify expansion opportunities, upsell/cross-sell potential, and risks of churn
- Educate customers on industry trends, regulatory requirements, and best practices to optimize their use of Validus
- Serve as the customer’s advocate within Eventus, ensuring their voices are heard and their needs are met
- Represent Eventus at industry events, conferences, and customer meetings to strengthen relationships and promote our solutions
Requirements
- Proven experience in Customer Success, Account Management, or Client Services within a SaaS, fintech, or financial services company
- Strong knowledge of capital markets, trade surveillance, and regulatory compliance is preferred
- A technical background with a curious, self-driven problem-solving approach to ensure focus on rapid client issue resolution is preferred
- An AI-forward approach with demonstrated experience or ideas for scaling the Customer Success using AI solutions is highly desirable
- Analytical mindset with experience using data-driven insights to drive customer engagement and success
- Excellent interpersonal and communication skills, with the ability to engage with stakeholders at all levels
- Ability to manage multiple accounts, prioritize tasks, and work in a fast-paced, high-growth environment
- Experience working within the US financial market and understanding of regulatory requirements preferred
- Willingness to travel occasionally for customer meetings and industry events
Benefits & Perks
- Fully Remote Company
- Competitive Compensation
- Health, Dental, Vision & Disability Coverage
- Unlimited PTO
- Flexible Work Environment