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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success strategies, focusing on product adoption and retention within the financial services sector. Proven ability to build relationships with C-suite executives and deliver tailored solutions in a cloud-based environment.
Highest-signal resume keywords
Customer Success Strategy DevelopmentC-Suite Relationship ManagementCloud-Based SaaS FamiliarityFinancial Crime Management SolutionsCritical Thinking and Influence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer SuccessAccount ManagementProduct AdoptionRetention StrategiesStakeholder Engagement
Soft Skills
Strong CommunicationConflict ManagementCritical ThinkingProfessionalism
Tools & Technologies
Cloud-Based PlatformsSaaS Solutions
Industry Keywords
FintechFinancial ServicesRegulated IndustryEnterprise Account Management
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Build and maintain trusted relationships with C-suite executives, key decision-makers, and leadership contacts at enterprise financial institutions
- Define and execute Customer Success strategies that drive product adoption, retention, and growth across the portfolio
- Collaborate cross-functionally with Product Management, Sales, and Leadership to align on customer needs and deliver measurable outcomes
- Develop a deep understanding of the Verafin product suite, translating customer needs into tailored solutions and optimization opportunities
- Lead structured client meetings by setting agendas, documenting outcomes, and ensuring accountability for commitments
- Serve as a trusted partner to senior stakeholders and help customers maximize the value of Nasdaq Verafin's cloud-based financial crime management solutions
Requirements
What you’ll need- Bachelor's degree in business, finance, or a related field, or equivalent practical experience
- 3+ years of experience in customer success, account management, or a related client-facing role
- Proven ability to build and sustain relationships with senior stakeholders, including C-suite executives, across complex organizations
- Strong communication skills and ability to manage competing priorities, navigate conflict, and deliver difficult messages professionally
- Critical thinking and experience influencing internal and external partners to drive alignment and results
- Preferred: experience in fintech, financial services, or a regulated industry
- Preferred: background in Tier 1 or enterprise account management
- Preferred: familiarity with cloud-based SaaS platforms and financial crime management solutions
Benefits
Comp & perks- Hybrid work environment with at least 3 days a week in-office
- Flexibility and accessibility for qualified candidates
- Reasonable accommodation throughout the hiring process
- Equal opportunity employer
- Inclusive workplace valuing diverse perspectives, experiences, and identities
