Senior Customer Success Manager

Ovii's Interpretation of the Role

Senior Customer Success Manager leading enterprise financial services accounts for a RegTech SaaS provider. Owns customer health, drives adoption, and safeguards recurring revenue while collaborating with Sales, Product, and Delivery teams.

Role Snapshot

• Enterprise client focus
• Revenue protection
• Cross‑functional collaboration
• Stakeholder advisory
• Renewal ownership

Must-Have Requirements

• Customer Success
• Account Management
• B2B SaaS experience
• Enterprise financial services knowledge
• Renewal management
• Stakeholder relationship management
• Regulatory/compliance expertise
• Communication skills
• Analytical skills
• CRM tools (e.g., Salesforce)
• B2B SaaS

Work Setup

• Location: Toronto, Canada
• Work mode: HYBRID
• Employment type: Full-Time

Not Specified in JD

• Visa sponsorship
• Salary range
• Remote eligibility
• Education requirement
• Certifications
• Relocation
• Notice period
• Travel
• Security clearance
• Coding test
• Portfolio
• GitHub
• Writing sample
• Cover letter

What You'll Likely Work On

• Own health, adoption, and satisfaction for a portfolio of enterprise banking clients
• Build and nurture senior stakeholder relationships across compliance, risk, legal, and technology teams
• Drive value realization through regular business reviews, insights, and success planning
• Lead renewal strategy and execution 6–12 months before contract expiry
• Deliver training, enablement, and best‑practice guidance to maximize platform usage
• Act as the voice of the customer internally to influence product and service improvements

Good Fit If You Have

• Proven track record managing complex renewals for large enterprise accounts
• Comfortable influencing product direction based on customer feedback
• Strong analytical mindset with excellent communication abilities