What this role entails The Client Success Partner (CSP) is one of the most strategically important client-facing roles at Fenergo. The CSP owns the post-sale relationship outright - retention, adoption, value realisation and growth - and is judged on whether clients keep getting measurable ROI long after go-live, not just at it. The CSP gets alongside the client - in the room, on the hardest problems - because that proximity is where the most valuable work and the sharpest IP are made.
Operating that close demands real depth: the Fenergo client lifecycle, the regulatory terrain we work in - KYC, AML, CLM, client lifecycle management, financial crime, risk - and how every team in the firm actually works. The CSP is the person a client's executives call for a straight answer, and the person inside Fenergo who can get any door opened.
Because that depth is hard to hire and easy to grow, the CSP role is first and foremost an internal mobility path. We look for it in people who are already client-facing, product-fluent and trusted internally - Product, Advisory, Client Solutions, Delivery - and move them into partnership.
Key Responsibilities1. Be the Trusted Partner - Own the relationship. Own the post-sale success of a portfolio of clients. Each client has a live success plan tied to a named business outcome and ROI - not a status tracker.
- Translate, don't relay. Understand each client's priorities and pressures and turn them into clear actions for both sides. Communicate hard things plainly; challenge constructively; hold confidence when things are difficult.
- Run the heartbeat. Lead client success governance - the Monthly Client Pulse with executive sponsors, strategic business reviews and product health checks - as decision-making forums, not read-outs.
2. Drive Adoption and Value - Watch the signals. Track client health, sentiment, adoption and success-plan progress. Use data and stakeholder insight to see risk early, while it is still cheap to fix.
- Own churn risk end-to-end. Spot at-risk clients and stabilise them at pace with the account team. Adoption depth is the retention mechanism - a live-but-unused deployment is still a churn risk.
- Be a product partner, not a ticket router. Support functional and use-case questions directly where you can; partner with Product and Support on escalations while keeping ownership of the client experience.
- Arm the renewal. Give Sales the evidence - value delivered, sentiment, adoption, risk - that makes renewal a formality rather than a negotiation.
3. Orchestrate Fenergo around the client - Pull the firm together. Coordinate Sales, Product, Delivery, Support and Partners into one joined-up plan. The CSP is the single point where the firm becomes coherent to the client.
- Be the Voice of the Customer. Feed structured insight back in - needs, adoption barriers, product feedback, growth signals - so the firm learns from every account.
- Find the growth. Surface qualified expansion, then hand off cleanly to Sales with an account strategy.
- Own the numbers. Accountable for client-health reporting and the metrics behind it - CSAT, NRR, FTTV
RequirementsRequired experience and capabilitiesExperience & Capability- 7+ years of experience in customer success, account management or a related client-facing role.
- Strong understanding of SaaS customer success models, including onboarding, adoption, renewals, retention and expansion
- Proven experience in the financial services domain experience, especially with client lifecycle management, onboarding, KYC, AML, FinCrime, fraud, identity, compliance or risk.
- Proven experience building trusted relationships with senior stakeholders, developing accounts into tangible growth opportunities
- Proven experience managing high risk accounts to resolution at pace, working cross-functionally with Product, Support, Professional Services, Delivery or Sales to resolve client issues and improve outcomes.
- Experience supporting renewal, retention and account-growth strategies through value evidence, client insight and risk management.
Product fluency and problem solving (intelligence)- Proven ability to learn a SaaS product and support clients with functional, use-case, enablement and adoption-related questions.
- Strong analytical and consultative problem-solving skills, with the ability to structure complex issues and communicate them clearly
- Experience in implementation, professional services, solution consulting or client transformation programmes.
BenefitsOur promise to you We are striving to become global leaders across all of the categories we operate in and as part of that we are a high-performing highly collaborative team that works cross functionally to accommodate our client's needs.
- Collaboration: Working together to achieve our best
- Outcomes: Drive Success in every engagement
- Respect: A collective feeling of inclusion and belonging
- Excellence: Continuously raising the bar
What's in it for you?- Health insurance
- Annual leave plus, 3 company days
- Work From Home set-up allowance
- Exposure to our local wide partner community
- Opportunity to work with clients and colleagues on a global scale for a world leader in Client Lifecycle Management
- Other competitive company benefits, such as flexible working hours, work-from-home policy, sports and social committee and much more
- Extensive training programs, through 'Fenergo University' where you will be certified in all of the Fenergo products
- Opportunity to work on a cutting-edge Fintech Product, using the latest tools and technologies harnessing AI
- Defined training and role tracking to allow you to see and assess your own career development and progress
- The salary for this role is in the range of $180,000-$230,000
- This is a hybrid role with an expectation of 2-3 days in the office per week.
