Client Success Manager - Banking & Financial Services Industry
$137.9k - $256.1kDXC Technology
Job Description:Location: Hybrid, based in New York, NYSummaryThe Client Success Manager (CSM) is a pivotal role responsible for driving client satisfaction, fostering account growth, and ensuring operational excellence within client engagements. This role focuses on managing all aspects of service delivery, advocating client needs, and collaborating cross-functionally to achieve desired outcomes. The CSM is responsible for key performance indicators including TCV, revenue, contract margin, and client satisfaction, while also playing a vital role in driving client retention and overall account success.Key ResponsibilitiesBeing Responsible for and owning ALL aspects (both project and run) of Consulting and Engineering Services (CES) delivery on the account, including contract renewal, client satisfaction, profitability, resourcing, oversight of billable roles assigned to the account and service level agreements, thereby ensuring consistent high-quality execution across all engagements and meeting margin expectations.Collaborating effectively with other offerings to deliver a consistent, full-stack experience for the account when needed, ensuring coordinated communication and clear ownership across all product deliverables from delivery through maintenance.Carrying responsibility for on-account growth, focusing on driving opportunities, including pipeline development, proactive solutioning, change control and accurate forecasting of revenue and contract margin. Serving as the central lead for all account activities outside of sales and Client Partner (CP) responsibilities, driving alignment and execution across internal and client-facing teams, and providing strategic oversight and progress reporting to the CSM Leader.Drive effective client partnership by aligning on resourcing strategy—ensuring clients assign capable, knowledgeable resources that complement DXC teams, and intervening strategically to resolve resourcing gaps or constraints.Drive financial governance by ensuring disciplined cash collection, proactively addressing AR challenges, and serving as the key decision-maker for issue resolutionEnsure delivery and commercial compliance by partnering with Project Managers to meet contractual obligations, maintain accurate internal systems, manage change controls, and drive post-project learning and improvement.Collaborate effectively with peer CSMs—particularly within multi-layered or large account environments—to ensure consistent client engagement, coordinated delivery, and seamless sharing of insights and account intelligence.Serving as the voice of the client within CES, advocating for their needs and expectations, aligning delivery teams to client priorities and desired outcomes acting as the central point of escalation for client issues.Driving operational excellence on the account, implementing governance structures, tracking key performance indicators (KPIs) and identifying areas for continuous improvement.Collaborating closely with cross-functional teams (e.g., delivery, sales, marketing, and product) to align on client objectives, escalate risks, and surface new opportunities for value creation.Deep understanding of CES and DXC offerings to ensure DXC solutions are driven to the needs of the client.Primary KPIsTCV Revenue Contract Margin Operational and Delivery ExcellenceScope, SLAs, audits, risks, service governance/timely reviews with customer, etc.Productivity: On-time, great quality, within budget, LPI, right shoring, proactive rotation of talent, automation, lean, adherence to DXC standard tools, architecture, etc.Operational Excellence: Workforce planning, Billability, utilization, compliance, risk governance, etc.Pipeline: Own & win opportunitiesClient Satisfaction (References, CSAT & NPS)Secondary KPIsClient retention rateChurn managementChampion talent management by fostering development and engagement through coaching, mentoring, recognition, and succession planningKey CompetenciesClient Relationship Management - Building trusted partnerships Delivery Excellence & Project Leadership - On-time, quality execution Value Realization & Business Impact - Demonstrating ROI Account Growth & Expansion - Renewals and up/cross sells Internal Orchestration & Collaboration - Team coordination Resilience & Customer-First Mindset - Adaptability under pressure Digital Agility & Continuous Learning - AI and technology adoptionQualificationsProven experience in client relationship management, demonstrating the ability to build, maintain, and leverage trusted partnerships to grow accounts in the Banking and Financial Services industry.Strong background in delivery excellence and full lifecycle project leadership, with a track record of on-time, high-quality execution within budget.Ability to demonstrate value realization and business impact, showcasing a clear understanding of ROI for clients — turning their requirements into reality while understanding market trends and clients’ competitors’ activities to offer the best solutions.Experience in account growth and expansion, including successful renewals and up/cross-sells.Demonstrates exceptional capability in internal orchestration and cross-functional collaboration, aligning diverse teams to deliver shared objectives while effectively managing risk, leading account escalations, and driving internal change initiatives.Demonstrates resilience and a customer-first mindset, with the ability to adapt under pressure and prioritize client needs.Demonstrates a commitment to continuously strengthening digital acumen, maintaining awareness of emerging AI and technology adoption trends, and applying this knowledge to clearly articulate DXC’s offerings and boundaries.Compensation 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 $137,900 - $256,100.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
$221.1k - $299.2k
...companies worldwide to manage day-to-day... ...important Global Financial Services customers navigate... ..., insurance, and banking and payments, supporting... ...plan and ensure successful launch and... ...financial services industries. We align... ...stakeholders or clients- Experience effectively...SuggestedWorldwideFlexible hours- ...President – Commercial Banking Client Partner Role... ..., a large Data services firm is seeking a... ...leverage deep industry expertise and executive... ..., Treasury Management, Credit Risk, and... ...banking consulting, financial services... ...banks. ~ Proven success in opening new buying...Suggested
- ...Description Job Description Our client is seeking a Senior... ...relationship within its Banking and Financial Services practice. The client is a... ...incremental revenue through data management and analytics solutions.... ...client meetings, industry conferences, and client-facing...SuggestedContract work
- ...Client Partner – Financial Services Vertical Relevance | Business Development... ...and engagement management, IT transformation,... ...opportunities across banks, asset and wealth... ...primary measure of success. ~2. Work the AWS... ...Vertical Relevance at industry events, executive roundtables...SuggestedFull timeShift work
- ...accelerate our clients’ businesses... ...products and services their customers... ...OverviewClient Partner, Financial ServicesThe... ...relationship management, business... ...that address industry challenges such... ...Services accounts (banks, insurers,... ..., with proven success in managing large...Suggested
$106.5k - $195.1k
...serving the global financial services marketplace and... ...financial services industry – the Financial... ...with a range of clients from our most venerable... ...entrants across Banking and Capital... ...Wealth and Asset Management, Insurance, and Real... ...wealth transfer succession, family constitutions...Work experience placementSummer holidayImmediate startFlexible hours- ...Client Success Director Thought Machine's mission... ...rid the world's banks of legacy... ...best work in the industry while ensuring we... ...recognised by the Financial Times as one of Europe... ...upgrades, and ongoing services within the scope... ...services, managed services, upgrades...Contract workWork at officeFlexible hours
$139.2k - $289k
...Location: Hybrid - Based in New York, NYThe Americas Banking & Financial Services Client Success Management Leader is a player-coach responsible for customer... ...executive relationships across the Financial Services Industry (FSI) portfolio. Working closely with Sales, Client...Minimum wageFull timeContract workFlexible hours$175.5k - $292.5k
...currently seeking a IT Client Executive - Banking - Tri-State Area to... ...of banking and financial services. Leveraging advanced... ...combines deep industry expertise, strong executive... ...suite relationship management.Responsibilities:... ...a proven record of success, we encourage you...Temporary workRemote workFlexible hours$175k - $250k
...Job Description Job Description Title: Strategic Client Partner – AWS Financial Services Location: New York City (Hybrid – local client engagement... ...experience working with Financial Services clients (banking, capital markets, and/or insurance) ~ Strong...Local areaFlexible hours$175k - $250k
...New York City (Hybrid – local client engagement required) Business Unit: Capgemini Financial Services At this time, we are... ...Financial Services clients (banking, capital markets, and/or insurance... ...data, combined with its deep industry expertise and partner...Permanent employmentFull timeLocal area$120.75k - $243.92k
...professionals provide clients robust and informed... ..., assets or complex financial instruments for... ...Testing, employee or management incentive scheme valuations... ...Manager, Financial Services Valuation to join... ...financial services industry (including banking, specialty lending,...Local area- ...Description Reports To: Managing Director, BFSI Vertical The Client Partner position is a... ...within the Brillio Customer Success team for North America,... ...of our most strategic Banking clients and a couple... ...growth with banking and financial services clients (10M+) and...
- ...has a diverse client base of over 20... ...corporations, JPMWS manages nearly $370... ...broader Client Service leads to bring... ...of the oldest financial institutions, offers... ...in investment banking, consumer and... ...linked to our success. We are an equal... ...Management delivers industry-leading...Worldwide
- ...Description Our client is seeking a... ...Commercial Banking expertise and... ...across large U.S. financial institutions.... ...organizations. The successful candidate will... ...and industry expertise to open... ..., Treasury Management, Credit Risk,... ...consulting, financial services consulting,...
$170k - $300k
...Capital Sales for the Industrial Sector across North America... ...through strategic client engagement and high-... ...developing a team of sales managers aligned to ambitious... ..., or commercial banking environment, including... ...working capital, or related financial products, with the...Full timeWork at officeRemote workShift work$186.11k - $206.79k
...corporate cards and banking with intuitive spend management, bill pay, and... ...world-class service eliminate... ...brightest minds in the industry. We’re... ...doAs a Mid-Market Client Sales Executive... ...enhance our clients financial... ...in implementing successful upselling and cross...Work at officeRemote workWork from home- ...A leading global asset manager is seeking a Client Director to help drive growth across its US offshore... ...largest broker‑dealers and private banks in the industry, positioning a full suite of public... ..., and product specialists at large financial intermediaries. Collaborate with...Bank staffHome office
$24 - $27 per hour
...Description: A leading accounting and financial services firm serving the restaurant and hospitality industry is seeking an AP Client Manager to join their team. This is a remote,... ...statements, credit card statements, and bank accounts Support accounts payable...Remote jobHourly payShift work- ...strategic asset management and insurance clients engage with JPMorganChase... ...ICM Corporate Banking & Markets... ...of products and services across the JPMorganChase... ...’s business, industry, and... ...management and other financial institutions clients... ...linked to our success. We are an equal...Work at office
$75k - $95k
...Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses... ...team is dedicated to thoughtful risk management, strong client relationships, and building a bank designed for the future of financial services. The Role: The Client Care Manager is...Remote work- ...value. With deep industry expertise, and enabled... ..., the firm helps clients to deliver with... ...and resources, financial services, government and... ...deeply about client success as they help... ...of its UK Leading Management Consultants rankings... ...a Sr Manager - Banking & MarketsThrough...Temporary workLocal areaFlexible hours
$104.6k - $191.6k
...serving the global financial services marketplace and... ...financial services industry – the Financial... ...with a range of clients from our most venerable... ...entrants across Banking and Capital... ...Wealth and Asset Management, Insurance, and Real... ...attributes for success Ability to identify...Summer holidayLocal areaFlexible hours- About Us Rho is the modern banking platform built for startups. Open... ...in minutes, issue cards, manage expenses, pay bills, and close... ...support. About The Role As a Client Engagement Manager at Rho, you... ...use the company’s products and services effectively. Gather feedback...
$175k - $220k
...Curinos empowers financial institutions to put customers... ...and deep financial services expertise into timely... ...We’re seeking a Client Management Executive who combines... ...credibility of a trusted banking advisor. You’ll lead... ...Work with industry leading Subject Matter...Part timeWork at officeRemote workWork from homeFlexible hours$103.1k - $188.9k
...serving the global financial services marketplace and... ...financial services industry – the Financial... ...with a range of clients from our most venerable... ...entrants across Banking and Capital... ...Wealth and Asset Management, Insurance, Real... ...and attributes for success ~ Ability to...Private practiceSummer holidayLocal areaFlexible hours$240k - $275k
...travel to EXL offices and client sites as needed for... ...within its larger banking accounts. This role will... ...will leverage deep industry expertise and... ...banking consulting, financial services consulting, or banking... ...large U.S. banks.Proven success in opening new buying...Remote work$230k - $260k
...Job Title: VP Client Partner – Wealth Management Client Industry Focus - New YorkLocation: Remote... ...growth within its strategic banking accounts. This role... ..., banking and financial services, media and retail, among... ...large U.S. banks.Proven success in opening new buying centers...Remote work- Citi Commercial Bank is seeking a Director-level Relationship Manager to lead and grow US-based industrials client relationships, delivering multi-product banking solutions. The role focuses on building a robust client portfolio, coordinating with product, risk, and operations...
$250k - $290k
...full spectrum of services, we've... ...line, the Deal Management - Financial Services practice... ...mitigation and the successful change of operations... ...supporting our client service team in... ...clients, including banking, capital markets... ...skills in a relevant industry. What we look...Work experience placementSummer holidayWork at officeFlexible hours
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