Customer Success Manager, Financial Services

Job Overview

Join Anthropic's Customer Success team as an Enterprise Customer Success Manager for Financial Services. Drive AI adoption across Banking, Insurance, Asset & Wealth Management, and Data Providers. You'll be a strategic partner to complex customers, helping them harness Claude capabilities.

Responsibilities:

• Build strategic relationships with key decision-makers to understand business objectives and identify optimization opportunities.
• Become an expert in Anthropic's products, guiding customers to the right solutions.
• Leverage deep knowledge of customers and their industry to drive usage planning and create realized value.
• Monitor usage patterns, identify optimization opportunities, and address underutilization.
• Serve as a thought partner, enhancing customers' knowledge of Claude products and socializing the product roadmap.
• Document and quantify customer value through business outcomes, ROI, and impact metrics.
• Identify potential use cases and lines of business not currently onboarded.
• Develop and execute change management strategies to drive end-user adoption.
• Own the customer experience across their lifecycle, managing comprehensive account and success plans.

Requirements:

• 6+ years of experience in Customer Success, Technical Account Management, or Solutions Engineering.
• Experience working with enterprises in Financial Services.
• Deep understanding of FSI regulatory, risk, and compliance needs.
• Technical fluency with AI/ML concepts, API integrations, and software implementation patterns.
• Experience driving success across consumption-based and seat-based business models.
• Strategic mindset to identify growth opportunities and translate them into actionable plans.
• Proven track record managing a portfolio of accounts while maintaining strong relationships.
• Cross-functional collaborator who represents the customer in a positive, proactive manner.
• Passion for AI and interest in responsible development of advanced systems.

Logistics

• Annual Salary: $200,000-$265,000 USD
• Minimum education: Bachelor’s degree or an equivalent combination of education, training, and/or experience
• Location-based hybrid policy: Currently, we expect all staff to be in one of our offices at least 25% of the time.
• Visa sponsorship: We do sponsor visas!

Benefits

• Competitive compensation and benefits
• Optional equity donation matching
• Generous vacation and parental leave
• Flexible working hours
• Lovely office space