Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success Manager - Banking & Financial Services Industry

$137.9k - $256.1k

DXC 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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Success Manager - Banking & Financial Services Industry in New York, NY vacancy
  • $233k - $270k

     ...looking for a Client Value Partner—a seasoned industry executive who can...  ...Global Banking accounts, translating...  ...standard client success; it requires a...  ...Markets, and Asset Management.You will blend...  ...articulate the financial impact of...  ...Controllership, Treasury Services, and Risk &... 
    Suggested
    Full time
    Work at office
    Local area
    Immediate start
    Remote work
    Worldwide
    Flexible hours

    Celonis

    New York, NY
    3 days ago
  • $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... 
    Suggested
    Worldwide
    Flexible hours

    AmazonWebServices

    New York, NY
    2 days ago
  • $200k

    Job Title: SAVP Client Partner - Banking - New YorkLocation - New York/New...  ...relationship within its Banking and Financial Services practice. The client is a...  ...revenue through data management and analytics solutions....  ...analytics, AI, and deep industry knowledge to transform... 
    Suggested
    Contract work

    EXL Service

    New York, NY
    2 days ago
  • $132.1k - $301.6k

     ...Business Tax Services (BTS)Employer:...  ...serving the global financial services...  ...financial services industry - the...  ...with a range of clients from our most...  ...entrants across Banking and Capital Markets...  ...and Asset Management, Insurance, and...  ...wealth transfer succession, family... 
    Suggested
    Work experience placement
    Summer holiday
    Local area
    Immediate start
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    3 days ago
  • $127.9k - $291.9k

     ...Function: Business Tax Services (BTS)Employer: EY...  ...the global financial services marketplace...  ...services industry - the Financial Services...  ...with a range of clients from our most...  ...entrants across Banking and Capital Markets...  ...Wealth and Asset Management, Insurance, Real... 
    Suggested
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    1 day ago
  • $103.1k - $188.9k

     ...Business Tax Services (BTS)Employer:...  ...serving the global financial services...  ...financial services industry - the...  ...with a range of clients from our most...  ...entrants across Banking and Capital Markets...  ...and Asset Management, Insurance, Real...  ...attributes for successAbility to recognize... 
    Private practice
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    2 days ago
  • $210k - $240k

    VP Client Partner - Commercial Banking - NYCExperience (In Years)...  ...please visit us at Success in this role...  ...across large U.S. financial institutions....  ...and industry expertise to open...  ...and financial services, media and retail...  ...as our hiring managers.EXL is the indispensable... 
    Remote work

    EXL Service

    New York, NY
    3 days ago
  • $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 wage
    Full time
    Contract work
    Flexible hours

    DXC Technology

    New York, NY
    1 day ago
  • $230k - $350k

     ...Client Partner - Financial Services New York Indicium AI is trusted...  ...and Asset & Wealth Management sectors. In this...  ...), leveraging deep industry insight to uncover...  ...Management. (General banking experience is a plus...  ...steer teams toward successful client outcomes.... 

    Indicium

    New York, NY
    4 days ago
  • About The Role The Client Director is responsible...  ...within the Financial Services sector by representing...  ...growth, and advocacy. Success in this role will be...  ...Financial Services industry trends, competitive...  ...subsectors such as banking, wealth management, asset management, fintech... 
    Full time
    Work at office
    Local area
    Flexible hours

    Dow Jones

    New York, NY
    2 days ago
  •  ...relationships. Nurturing client relationship across...  ...match their needs. As a banking/finance/technology...  ...existing and new clients. Manage the entire sales...  ...yrs experience in IT industry & BFS Domain, Capital...  ...solutions, etc) for banking/financial clients. ~ Prior experience... 

    TEPHRA

    New York, NY
    2 days ago
  •  ...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 work
    Work at office
    Flexible hours

    Thought Machine

    New York, NY
    5 days ago
  •  ...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... 

    iShare Inc

    New York, NY
    23 days ago
  • $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 work
    Remote work
    Flexible hours

    NTT DATA

    New York, NY
    3 days ago
  •  ...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

    JP Morgan Chase

    New York, NY
    2 days ago
  • Director, Client Partner - BFSIBrillio is the...  ...technology service providers. We help...  ...DescriptionReports To: Managing Director, BFSI VerticalThe...  ...Brillio Customer Success team for North...  ...most strategic Banking clients and a couple...  ...with banking and financial services clients (... 

    Brillio

    New York, NY
    4 days ago
  • $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,... 
    Full time
    Local area

    KPMG

    New York, NY
    2 days ago
  • $200k

     ...Job Title: SAVP Client Partner - Banking - New York Location–New York/New Jersey Work Mode...  ...within its Banking and Financial Services practice. The client is a major U.S...  ...driving incremental revenue through data management and analytics solutions. The individual... 
    Work at office

    ExlService Holdings , Inc.

    New York, NY
    1 day ago
  • $200k - $265k

     ...Customer Success Manager, Financial Services San Francisco, CA | Seattle, WA | New York City, NY | Washington...  ...customers with a portfolio spanning Banking, Insurance, Asset & Wealth...  ...knowledge of the customer and their industry vertical to proactively drive usage... 
    Work at office
    Visa sponsorship
    Flexible hours

    Anthropic

    New York, NY
    1 day ago
  • $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 time
    Work at office
    Remote work
    Work from home
    Flexible hours

    Curinos Inc

    New York, NY
    12 days ago
  • $148.5k - $174.7k

    At U.S. Bank, we’re on a journey to do...  ...and smarter financial decisions and enabling...  ...Portfolio Manager is responsible for...  ...portfolio of insurance clients within...  ...within a specialized industry vertical. Successful candidates will...  ...and Immigration Services. Learn more about... 
    Full time
    Work experience placement
    Local area
    3 days per week

    US Bank

    New York, NY
    4 hours ago
  • $253.12k - $316.4k

     ...corporate cards and banking with intuitive spend management, bill pay, and...  ...world-class service eliminate...  ...brightest minds in the industry. We’re...  ...an Enterprise Client Sales Executive...  ...sustained client success through disciplined...  ..., payments, or financial technologyProven... 
    Work at office
    Remote work
    Work from home
    3 days per week

    Brex

    New York, NY
    4 days ago
  • JPMorgan Private Client Relationship Manager - New York, NY...  ...Consumer & Community Banking Posting Date 06...  ...the vast financial possibilities their...  ...wealth management services. This...  ...demonstrate proven success in building trusted...  ...The Securities Industry Essential (SIE)... 
    Full time
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

    New York, NY
    19 hours ago
  • $105.1k - $192.6k

     ...Indirect Tax Income Tax - Financial Services Organization - Manager The opportunityEY...  ...financial services industry - the Financial...  ...with a range of clients from our most venerable...  ...entrants across Banking and Capital Markets...  ...Contributing to the overall success of the team by... 
    Summer holiday
    Local area
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    3 days ago
  • $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 time
    Work at office
    Remote work
    Shift work

    Citigroup

    New York, NY
    3 days ago
  •  ...SummaryThe Program Manager will aggregate...  ...Tell Us, client complaints, and...  ...across the Private Bank, including...  ...product, technology, service) to align on...  ...of the oldest financial institutions, offers...  ...linked to our success. We are an...  ...Management delivers industry-leading... 

    JP Morgan Chase

    New York, NY
    1 day ago
  • $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 office
    Remote work
    Work from home

    Brex

    New York, NY
    2 days ago
  • $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 area
    Flexible hours

    Capgemini

    New York, NY
    19 days ago
  • $146.5k - $268.6k

     ...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...  ...comes next.Success as defined by you... 
    Summer holiday
    Flexible hours
    Shift work

    EY (Ernst & Young)

    New York, NY
    3 days ago
  • $171k - $390.6k

     ...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...  ...comes next.Success as defined by you... 
    Summer holiday
    Flexible hours

    EY (Ernst & Young)

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Manager - Banking & Financial Services Industry. Be the first to apply!