Banking & Financial Services Client Success Management Leader
$139.2k - $289kDXC Technology
Job Description:Location: Hybrid – Based in New York, NYThe Americas Banking & Financial Services Client Success Management Leader is a player-coach responsible for customer success, account growth, and financial performance across a portfolio of strategic enterprise clients while leading a team of Client Success Managers (CSMs).Supporting DXC's Consulting & Engineering Services (CES) business, this leader drives customer retention, expansion, revenue growth, profitability, and executive relationships across the Financial Services Industry (FSI) portfolio. Working closely with Sales, Client Partners, Delivery, Industry Leaders, and Practices, they ensure consistent execution of account strategies, business development, delivery governance, and customer outcomes.The ideal candidate combines customer success leadership, commercial acumen, technology expertise, and a proven ability to develop high-performing teams.Client Success, Growth & Delivery LeadershipOwn and grow a portfolio of strategic FSI accounts, driving customer satisfaction, retention, renewals, and expansion.Build trusted relationships with senior client stakeholders and serve as an executive escalation point.Lead account planning, executive business reviews, and customer success governance.Identify and accelerate growth opportunities across DXC's CES portfolio.Partner with Sales, Client Partners, and Delivery Leaders to expand existing accounts and ensure successful customer outcomes.Monitor customer health, delivery performance, and operational risks, driving proactive issue resolution.Business Development & Pipeline ManagementDrive expansion pipeline generation and account growth across the FSI portfolio.Partner with Sales, Consulting, Industry Leaders, and Solution Architects to develop growth strategies.Maintain disciplined opportunity, forecast, and account management practices.Support strategic pursuits, executive presentations, and growth initiatives to achieve revenue and bookings targets.Financial Leadership & P&L ManagementOwn revenue, profitability, retention, and growth performance across the assigned portfolio.Lead forecasting, financial planning, pipeline reviews, and margin management activities.Drive sustainable growth through account expansion, operational efficiency, and resource optimization.Partner with Finance, Sales, Delivery, and Practice Leaders to achieve quarterly and annual financial objectives.Ensure strong financial governance, forecasting accuracy, and portfolio performance management.Technology & Solution ExpertiseMaintain working knowledge of DXC's CES portfolio, including:Digital EngineeringSoftware EngineeringEnterprise PlatformsApplication Development & ModernizationCloud TransformationData, Analytics & AIAutomationIndustry SolutionsLeverage DXC capabilities to help clients achieve measurable business outcomes.Required Qualifications10+ years of experience leading and growing enterprise accounts within a technology services, consulting, engineering, or managed services environment.5+ years leading customer-facing teams.Proven success driving revenue growth, profitability, customer retention, and account expansion.Experience managing portfolios with accountability for financial performance and P&L objectives.Strong understanding of forecasting, account profitability, revenue management, and operational governance.Experience supporting clients in the Banking and Financial Services Industries. Leadership CompetenciesClient Success LeadershipPeople Leadership & CoachingRevenue Growth & Account ExpansionP&L OwnershipFinancial Planning & ForecastingPortfolio ManagementExecutive Relationship ManagementCommercial AcumenCross-Functional CollaborationOperational ExcellenceKey Success MetricsRevenue attainmentPortfolio profitability and margin performanceCustomer retention and renewal ratesExpansion revenue and pipeline growthCustomer satisfaction (CSAT/CES/NPS)Delivery performance and SLA achievementExecutive relationship strengthTeam engagement, retention, and developmentForecast accuracyAchievement of annual business and financial objectivesCompensation at DXC is influenced by an array of factors, including but not limited to the experience, job-related knowledge, skills, competencies, as well as contract-specific affordability and organizational requirements. A reasonable estimate of the current compensation range for this position is $139,200 - $289,000.Full-time hires are eligible to participate in the DXC benefit program. DXC offers a comprehensive, flexible, and competitive benefits program which includes, but is not limited to, health, dental, and vision insurance coverage; employee wellness; life and disability insurance; a retirement savings plan, paid holidays, paid time off.At DXC Technology, we believe strong connections and community are key to our success. Our work model prioritizes in-person collaboration while offering flexibility to support wellbeing, productivity, individual work styles, and life circumstances. We’re committed to fostering an inclusive environment where everyone can thrive.If you are an applicant from the United States, Guam, or Puerto RicoDXC Technology Company (DXC) is an Equal Opportunity employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by law. View postings below.We participate in E-Verify. In addition to the posters already identified, DXC provides access to prospective employees for the Federal Minimum Wage Poster, Federal Polygraph Protection Act Poster as well as any state or locality specific applicant posters. To access the postings in the link below, select your state to view all applicable federal, state and locality postings. Postings are available in English, and in Spanish, where required. View postings below.Postings LinkDisability AccommodationsIf you are an individual with a disability, a disabled veteran, or a wounded warrior and you are unable or limited in your ability to access or use this site as a result of your disability, you may request a reasonable accommodation by contacting us via email.Please note: DXC will respond only to requests for accommodations due to a disability.Recruitment fraud is a scheme in which fictitious job opportunities are offered to job seekers typically through online services, such as false websites, or through unsolicited emails claiming to be from the company. These emails may request recipients to provide personal information or to make payments as part of their illegitimate recruiting process. DXC does not make offers of employment via social media networks and DXC never asks for any money or payments from applicants at any point in the recruitment process, nor ask a job seeker to purchase IT or other equipment on our behalf. More information on employment scams is available here.SummaryLocation: USA - NY - NEW YORKType: Full time
$137.9k - $256.1k
...New York, NYSummaryThe Client Success Manager (CSM) is a pivotal... ...managing all aspects of service delivery, advocating... ...reporting to the CSM Leader.Drive effective... ...or constraints.Drive financial governance by ensuring... ...grow accounts in the Banking and Financial Services...FinancialMinimum wageFull timeContract workFlexible hours- ...enthusiasm for helping our clients, taking care of... ...customer service while maintaining... ...solutions to meet their financial needs. As a... ....P. Morgan Wealth Management, you will support... ...partners i.e. Consumer Banking & Business BankingPossess... ...linked to our success. We are an equal...FinancialFlexible hours
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...looking for a PEOPLE LEADER who gets fired up about... ...the world’s largest banks as they place big... ...shape the future of financial services — we would love to meet... ..., Customer Solutions Management to join our Global Financial... ...long-term, scalable success with AI and...FinancialFlexible hours$103.1k - $188.9k
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...looking for a Client Value Partner—a... ...strategic Global Banking accounts,... ...standard client success; it requires a... ...Markets, and Asset Management.You will blend... ...articulate the financial impact of Process... ...Act as a senior leader for the team,... ...Controllership, Treasury Services, and Risk &...FinancialFull timeWork at officeLocal areaRemote workWorldwideFlexible hours$106.5k - $195.1k
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...invested in your success as you are,... ...self-motivated leader who can successfully manage multiple priorities... ...providing proactive client communication,... ...member of our Client Services team and... ...client retention, financial performance, and... ...required (including banking or credit unions...FinancialFull timeWork at officeLocal area- ...) has a diverse client base of over 200... ...corporations, JPMWS manages nearly $370... ...broader Client Service leads to bring a... ...one of the oldest financial institutions, offers... ...today we are a leader in investment banking, consumer and... ...directly linked to our success. We are an equal...FinancialWorldwide
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...world. EY is a leader in serving the global financial services marketplace and the... ...with a range of clients from our most venerable... ...entrants across Banking and Capital... ...Wealth and Asset Management, Insurance, Real Estate... ...and attributes for success ~ Ability to recognize...FinancialPrivate practiceSummer holidayLocal areaFlexible hours- ...Client Partner – Financial Services Vertical Relevance | Business Development... ...and technology leaders, and position... ...Program and engagement management, IT transformation,... ...opportunities across banks, asset and wealth managers... ...primary measure of success. ~2. Work the AWS...FinancialFull timeShift work
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...Job Description Title: Strategic Client Partner – AWS Financial Services Location: New York City (Hybrid... ...Engineering, Risk, and Line of Business leaders) Drive growth across strategic... ...with Financial Services clients (banking, capital markets, and/or insurance)...FinancialLocal areaFlexible hours- ...significant impact on our client service teams in... ...skills in control management and data analysis... ...clients and the bank. You will drive operational... ...from potential financial and reputational... ...today we are a leader in investment... ...linked to our success. We are an equal...Financial
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At U.S. Bank, we’re on a journey to do... ...and smarter financial decisions and enabling... ...DescriptionThe Client Executive Team Leader is responsible... ...capabilities.The Manager serves as a... ...relationship management, service quality, and... ...development, succession planning, performance...FinancialFull timeBank staffLocal area$69k - $160k
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...Stanley Prime Brokerage Client Service Account... ...a leading global financial services firm providing... ...range of investment banking, securities, investment management and wealth... ...countries.As a market leader, the talent and passion... ...critical to our success. Together, we share...FinancialTemporary workWork at officeWorldwide- Merrill Wealth Management within Bank of America is seeking a Client Associate to support Financial Advisors by delivering exceptional client service, managing materials, and promoting banking solutions. You will work in a collaborative in‑office environment, helping deepen...Financial
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...full spectrum of services, we’ve reimagined... ...service line, the Deal Management - Financial Services practice... ...and the successful change of operations... ...projects supporting our client service team in... ..., including banking, capital markets,... ...our team-led and leader-enabled hybrid model...FinancialWork experience placementSummer holidayWork at officeFlexible hours
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