Principal Customer Success Manager, Financial Services

The Principal Customer Success Manager, Financial Services at OfferFit is a strategic leadership role that drives the adoption and value realization of our AI‑powered pricing and revenue optimization platform for top‑tier banks, insurers, and wealth managers. Reporting directly to the VP of Customer Success, you will own the end‑to‑end success journey for our most complex enterprise accounts, shaping product roadmaps, influencing go‑to‑market strategies, and championing data‑driven decision making across the financial services ecosystem. Your deep industry expertise will translate into measurable revenue growth for clients and expand OfferFit’s footprint in a high‑velocity market, positioning you as a trusted advisor and thought leader. The role offers a clear path to senior executive leadership, with opportunities to build and mentor a high‑performing team, influence cross‑functional initiatives, and contribute to the company’s scaling strategy on a global stage.

- Lead the design and execution of comprehensive success plans that align client business objectives with OfferFit’s pricing analytics, ensuring quarterly and annual ROI targets are exceeded.
- Partner with Sales, Product, and Engineering to translate client feedback into feature enhancements, driving a continuous improvement loop that keeps OfferFit at the forefront of fintech innovation.
- Conduct executive business reviews, data‑rich performance workshops, and risk mitigation sessions for C‑suite stakeholders, fostering long‑term relationships and renewal rates above 95%.
- Develop and mentor a team of Customer Success Managers and Analysts, establishing best practices, KPIs, and scalable processes tailored to the financial services sector.
- Leverage advanced analytics, API integrations, and regulatory compliance knowledge (e.g., Basel III, GDPR, CCAR) to solve complex pricing challenges and deliver actionable insights.
- Own escalation management, proactively identifying and resolving issues before they impact client operations, and championing a culture of customer obsession.
- Track and report on health scores, adoption metrics, and churn predictors, presenting insights to senior leadership to inform strategic decisions.

OfferFit’s culture is built on curiosity, collaboration, and relentless focus on impact—values that resonate with high‑performing professionals who thrive in fast‑moving fintech environments. As a Principal Customer Success Manager, Financial Services, you will join a diverse, mission‑driven team that celebrates innovation and empowers you to shape the future of pricing intelligence. We invest heavily in continuous learning, offering executive coaching, industry certifications, and access to cutting‑edge AI research to accelerate your career growth. Our New York, NY, USA office is a hub of talent where you’ll collaborate with top engineers, data scientists, and product visionaries, all committed to redefining how financial institutions capture value. This role stands out for its blend of strategic influence, hands‑on client impact, and the chance to lead transformative projects that set new standards in the financial services industry—making your work not just a job, but a catalyst for industry‑wide change.