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Company Description
We are a multi-award winning RegTech company on a mission to transform the quality of regulatory reporting in the financial services industry. We've combined regulatory expertise with advanced technology to develop our market-leading quality assurance services. Unique in being able to fully assess data quality, our services are used by some of the world’s largest investment banks, asset managers, hedge funds and brokers, helping them to reduce costs, improve quality and increase confidence in their regulatory reporting.
Role Description
The Customer Success Manager is responsible for managing the end-to-end customer relationship post-sale, ensuring clients achieve value from Kaizen Report Shield and maintain high satisfaction. The CSM acts as the trusted advisor to assigned accounts, driving adoption, supporting business outcomes, and ensuring long-term retention and growth.
Key activities and responsibilities
Customer Relationship Management
Onboarding & Adoption
Value Delivery
Retention & Growth
Advocacy & Feedback
Key Success Measures
Person specification
Skills
Knowledge
Experience
Qualifications