Client Services Manager (Financial Institutions, US)Application Deadline: 31 January 2027
Department: Customer Success
Employment Type: Full Time
Location: Washington D.C.
Compensation: $75,000 - $90,000 / year
DescriptionTL;DR Kharon is seeking a full-time Client Services Manager who will be focused on managing our Tier-1 Financial Institution accounts, based in either Washington D.C. or Denver, CO. This role requires in-office attendance at least 3 days a week.
RESPONSIBILITIES:- Acting as the first point of contact for financial institution clients' inquiries, addressing questions related to Kharon findings, platform functionality, content sources, and technical issues.
- Onboarding and guiding new banking and financial services clients through the setup process, ensuring a smooth transition onto our platform and its integration into their compliance and due diligence workflows.
- Providing personalized demonstrations of Kharon's features and functionalities tailored to the needs of compliance, due diligence, and AML teams, and assisting with initial data integration and customization according to client specifications.
- Conducting regular training sessions (webinars, one-on-one sessions) to educate compliance analysts, investigators, and screening teams on new features, and updating training materials and resources to empower clients in maximizing their use of Kharon's platform.
- Developing a working understanding of each client's compliance program, regulatory obligations, and operational processes, so you can guide them toward the most effective use of Kharon data.
- Coordinating with internal teams (tech support, content management, sales) to resolve complex issues promptly.
- Collaborating with and assisting the sales team to develop tailored proposals and pitches for upsell opportunities.
- Monitoring client usage patterns and behavior to identify opportunities for upselling additional products or services.
- Staying informed on sanctions, financial crime, and regulatory developments affecting financial institutions, and translating them into timely guidance for clients.
- Continuously educating oneself on Kharon's evolving platform features, benefits, and service offerings.
QUALIFICATIONS:- A Bachelor's degree, preferably in Business, International Relations, Political Science, or a related field.
- Professional experience in banking or financial services, particularly in compliance, due diligence (including KYC/KYB), or anti-money laundering (AML), is strongly preferred.
- Academic or professional exposure to global security, international relations, financial crime, compliance, or regulatory environments.
- 3+ years of experience in a client-facing role such as customer success, account management, or technical support, ideally within banking, financial services, SaaS, FinTech, RegTech, compliance, or data services.
- Exceptional communication and presentation skills, with the ability to clearly explain complex concepts to a range of audiences, including compliance professionals at financial institutions.
- Demonstrated experience leading client onboarding, delivering product demos, and facilitating ongoing training through webinars or one-on-one sessions.
- A technically curious mindset with the confidence to troubleshoot, support light data integration, and quickly learn new systems or platforms.
- A foundational understanding of compliance frameworks such as anti-money laundering, financial crime and illicit financing, sanctions regimes, and environmental, social and governance standards.
As a Client Services Manager at Kharon, you will be pivotal in ensuring a seamless onboarding experience, guiding Financial Institution clients through setup, and providing personalized demonstrations of our platform's features. You will assist with data integration, conduct regular training sessions, and maintain up-to-date training materials to empower clients. Acting as the first point of contact for inquiries, you will address platform functionality, content sources, and technical issues, coordinating with internal teams for swift resolution. Your role involves collaborating with the sales team to develop tailored proposals and pitches, driven by your keen observation of client usage patterns and behavior. Staying informed about compliance regulations, sanctions, and updates to Kharon's research will position you as a trusted advisor, enhancing client satisfaction and contributing to our mission of revolutionizing global security intelligence.
To the right person, this will be the perfect kind of challenge. Our mission is compelling, our product is powerful, and we're growing at a rate that makes us unstoppable. If you're looking to be surrounded by people who will inspire you to think and challenge you to grow then look no further. Our team is made up of some of the most visionary and uncompromising individuals you will ever encounter. We don't take ourselves seriously but we're serious about the work we do and there is absolutely no slowing us down.
To keep that momentum going, we do our very best to make sure that each and every team member is completely taken care of. We're nothing without our people and we strive to offer a package that reflects that. As a Kharon team member, you can expect:
- Fully sponsored medical, dental, and vision insurances
- FSA program for both medical and dependent care
- Long term disability
- 401k + Roth with matching and immediate vesting
- Flexible paid time off + 11 paid holidays
The base salary range at Kharon is set between$75,000-$90,000. Please note that this figure does not necessarily include potential bonuses, commissions, benefits, or equity that may be part of the overall compensation package.
If interested in pursuing this position, please visit www.kharon.com/careers to apply.
