Customer Success Manager Financial Services

1 month agoLeadSalary: 200K - 265KSan Francisco, CA | Seattle, WA | New York City, NY | Washington, DC Hybrid Customer Support Jobs by Anthropic

Anthropic

AI safety and research company building reliable, interpretable, and steerable AI systems, including the Claude product family and developer platform.

Series F+Recently fundedCompany intelligence

San Francisco, United States

Funding history

Series H ($65B)Series G ($30B)Series F ($13B)

Investors

Nvidia Baillie Gifford Jane Street Lightspeed Venture Partners gic

About Anthropic

Anthropic PBC develops frontier AI systems and deploys them through Claude products and the Claude Platform, with a stated focus on safety, interpretability, and steerability.

View jobs by Anthropic

Skills

Account Management Ai Api Change Management Compliance Customer Adoption Customer Success Financial Service Machine Learning Regulation Risk Management Roi Software Implementation

Candidate Availability

Hybrid · United States · Required

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will advise financial-services customers on adopting and scaling Claude products. You will manage strategic relationships and customer lifecycle plans, monitor usage, develop optimization and expansion plans, lead change-management programs, measure ROI, and identify new customer use cases.

Requirements

6+ years of experience in Customer Success, Technical Account Management, or Solutions Engineering
Experience working with financial-services enterprises
Knowledge of financial-services regulatory, risk, and compliance needs
Technical fluency in AI/ML concepts, API integrations, and software implementation patterns
Experience with consumption-based and seat-based business models
Experience managing a portfolio of accounts and driving measurable outcomes
Bachelor’s degree or equivalent education, training, or experience

Responsibilities

Build strategic relationships with customer decision makers
Advise customers on API, Claude Code, and Claude for Enterprise
Drive usage planning and identify optimization opportunities
Socialize product roadmaps and engage Product PMs
Measure business outcomes, ROI, and customer impact
Identify new use cases across customer departments and workflows
Lead change-management, training, and organizational-enablement programs
Manage account plans and Quarterly Business Reviews
Develop scalable engagement strategies and playbooks

Benefits

Optional equity donation matching
Generous vacation
Parental leave
Flexible working hours