Customer Success Manager, Financial Services

Join Anthropic's Customer Success team to drive AI adoption across the Financial Services segment. As an Enterprise Customer Success Manager for FSI, you'll be a strategic partner and trusted advisor to complex customers in Banking, Insurance, Asset & Wealth Management, and Data Providers, helping them harness Claude capabilities including Claude Enterprise, Claude Code, and API.

• Build trusting, strategic relationships with key customer decision makers to understand business objectives and identify optimization and expansion opportunities.
• Become an expert in Anthropic's products across API, Claude Code, and Claude for Enterprise, guiding customers to the right solutions.
• Drive usage planning, monitor usage patterns, and address underutilization across consumption-based and seat-based products.
• Serve as a thought partner, socializing the product roadmap and engaging Product PMs.
• Document and quantify customer value through business outcomes, ROI, and impact metrics.
• Identify new use cases and lines of business, partnering with Sales.
• Develop and execute change management strategies, including Train the Trainer programs and Center of Excellence development.
• Own the customer experience across the lifecycle, managing account and success plans, conducting Quarterly Business Reviews.
• Develop scalable engagement strategies and playbooks for the Industry portfolio.

• 6+ years of experience in Customer Success, Technical Account Management, or Solutions Engineering.
• Experience working with enterprises in Financial Services.
• Deep understanding of FSI regulatory, risk, and compliance needs.
• Technical fluency with ability to understand and articulate AI/ML concepts, API integrations, and software implementation patterns.
• Experience driving success across consumption-based and seat-based business models.
• Strategic mindset to identify growth opportunities.
• Proven track record managing a portfolio of accounts.
• Cross-functional collaborator.
• Passion for AI and interest in responsible development.

Annual Salary: $200,000—$265,000 USD (OTE range for sales roles, including commissions/bonuses and base salary).

Minimum education: Bachelor’s degree or equivalent. Location-based hybrid policy: all staff expected in one of our offices at least 25% of the time. Visa sponsorship is available.