





Mid-level B2B SaaS customer-success role, metro HQ and generalist title drive high applicant competition.
Customer-success skills transferable across SaaS, with RegTech/XBRL domain knowledge adding moderate specificity.
Explicit 2–5 years B2B SaaS requirement but no strict certifications, making filters moderately strict.
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Serve as primary relationship manager for assigned global B2B SaaS customers post-implementation, driving user adoption, engagement, and satisfaction.
Deliver onboarding and training sessions, proactively monitor account health, and resolve client issues to ensure retention and renewals.
Identify upsell/cross-sell opportunities, collaborate with sales, and relay customer feedback to product teams to shape product roadmap.
2–5 years of B2B SaaS experience in Customer Success, Engagement, or Account Management roles.
Exceptional verbal and written communication skills mandatory.
Willingness to work across US/EU time zones as needed.
Prior RegTech or XBRL/iXBRL domain experience is a plus but not required.
Experienced managing enterprise or global customers in SaaS environments with a strategic and tactical problem-solving mindset.
High ownership with a customer-first attitude and ability to work independently in cross-functional liaison roles.
Proven track record in driving customer retention, engagement, and ability to influence product improvements via client feedback.