Customer Success Manager - Data Platforms

Responsibilities

• Drive product adoption, expansion, and retention activities to maintain a healthy customer base
• Conduct regular account meetings to share best practices, demonstrate functionality, and gather user feedback
• Guide customers through the onboarding process and configure products according to specific requirements
• Track key success metrics and provide data-driven feedback to the Product team to inform the roadmap
• Act as the primary advocate for data platform users to ensure continuous product evolution
• Lead the adoption of AI-enabled workflows to drive meaningful productivity gains
• Oversee program execution, tracking priorities, dependencies, and delivery progress
• Build strong relationships with senior stakeholders to drive alignment and informed decision-making

Requirements

• 5+ years of experience in customer success roles within a product or technology environment
• 7+ years of experience in program management, product management, analytics, or operational leadership
• Bachelor's degree in an analytical, business, communications, or finance-related field
• Advanced proficiency in Microsoft Excel and PowerPoint
• Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights
• Proven ability to operate independently in fast-paced, ambiguous environments

Preferred Qualifications

• Experience in a business-to-business (B2B) environment
• Experience leading and influencing across complex, matrixed organizations
• Prior experience as a Customer Success Manager, Business Manager, or Chief of Staff in a technology or data-driven organization

About the Company

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.