Principal, Client Success Management

About Xceptor

Data is at the heart of everything we do: Xceptor has been designed around data manipulation in its broadest sense. We source data from wherever it flows. We curate, normalise, validate, repair, and enrich that data so it reaches its destination in a reliable and consistent format. Data coming out of Xceptor is data our clients can trust.

We are recognised as an expert in the Financial Services vertical, which strongly aligns with Business Users in Middle and Back-Office teams. We enable these users to solve their data challenges by themselves, rather than through a technology-led project.

Our mission is to empower business users within financial institutions to build automated processes that deliver trusted data.

Our values are:

• Client Centricity
• One Team
• Impactful

Xceptor Inc. seeks a Principal, Client Success Management for its New York, NY location.

Duties:

• Ensure clients maximise benefits from their partnership with Xceptor so that they exceed their objectives, expanding their adoption of Xceptor’s software to achieve operational efficiencies and success.
• Develop and utilize product knowledge, client adoption experience, relationship management, technical and delivery skills to benefit clients and become a trusted technical advisor.
• Use expertise, strategic thinking and problem solving to translate client needs into solutions to help overcome challenges on the client’s journey towards intelligent automation.
• Use understanding of client goals and what success looks like for them, collaborating across teams to achieve this

Qualifications:

• Must have a Bachelor’s degree in any field followed by 5 years of progressive experience in the position offered or as an Engagement Manager, Implementation Consultant or a closely related position in both Fintech B2B SaaS and On-Prem environments.

Full term of required experience must include:

• Utilizing understanding of CRM, analytics and project management tools (including Gainsight, Salesforce, Rocketlane, DevOps, Zendesk and Jira);
• Maintaining ongoing relationships with clients and business and technology stakeholders to ensure continued satisfaction and addressing emerging risks or needs;
• Using knowledge of programming languages C#, .NET, SQL and XML to oversee technical escalation of NAM projects;
• Executing KPI-Driven Client Success Management (including GRR, NRR, ARR, NPS and CSQL’s);
• Developing technical design solutions for financial services clients;
• Employing knowledge of automation, AI and an understanding of such technology to streamline operations, specifically within Banking and Capital Markets;
• Advising and managing SaaS clients by ensuring successful adoption of the SaaS solutions and process optimization through proactive account management;
• Collaborating with business and technology stakeholders in Banks, Custodians, Asset & Investment Management, and Fund Administrators; and Managing 10 or more client relationships simultaneously.

Other Information:

Direct applicants only.

May work remotely up to 3 days/week from the New York City metro area. 5% international and domestic travel required. Salary is $156,645.00 year; 40 hrs/wk. https://www.xceptor.com/company/careers/vacancies and apply online (Job ID 13224/VT).

Diversity & Inclusion at Xceptor

We believe great ideas come from everywhere — and that the best teams are made up of people with different backgrounds, experiences, and perspectives. At Xceptor, we’re committed to building a workplace where everyone feels welcome, valued, and empowered to be themselves.

We know that not everyone ticks every single box in a job description — and that’s okay. If you’re excited about this role and think you could make a difference, we’d love to hear from you. Your unique skills and experiences might be just what we need, even if you don’t meet every requirement.

We celebrate diversity and are dedicated to creating an inclusive environment for all employees — regardless of race, gender identity, sexual orientation, age, disability, religion, or background.

Please note:

• Xceptor works with clients in financial services and our offers of employment are subject to the satisfactory completion of background checks, which includes criminal record checks, and credit reference checks.
• If you have any employment gaps exceeding three months within the last six years, we will request additional information and evidence to clarify those periods.