Customer Success Manager, Financial Services

Anthropic
San Francisco, Seattle, New York, Washington
Workplace: OnsiteFull timeUSD 200,000 - 265,000 annuallyFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Strategic mindset","Cross-functional collaboration","Relationship management","Change management","Communication"]

Drive AI adoption for Anthropic’s Financial Services customers by advising complex enterprise accounts on the right Claude capabilities (Claude Enterprise, Claude Code, and API). Own account success plans and Quarterly Business Reviews, monitor usage to improve consumption and seat-based value, and lead change-management initiatives to expand end-user adoption. Translate customer outcomes into ROI and business cases that shape product development and go-to-market priorities.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Anthropic
Anthropic
3 days ago

Customer Success Manager, Financial Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Drive AI adoption for Anthropic’s Financial Services customers by advising complex enterprise accounts on the right Claude capabilities (Claude Enterprise, Claude Code, and API). Own account success plans and Quarterly Business Reviews, monitor usage to improve consumption and seat-based value, and lead change-management initiatives to expand end-user adoption. Translate customer outcomes into ROI and business cases that shape product development and go-to-market priorities.
Location: San Francisco, Seattle, New York, Washington
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Build trusting, strategic relationships with key customer decision makers to identify optimization and expansion opportunities.
  • •Become an expert in Claude capabilities (API, Claude Code, Claude for Enterprise) and guide customers to the right solutions using best practices.
  • •Plan and optimize usage by monitoring consumption and seat-based adoption, proactively addressing underutilization to maximize value.
  • •Own the customer experience end-to-end through account and success plans, Quarterly Business Reviews, and serving as the primary conduit between customer and Anthropic.
  • •Develop change management strategies to drive end-user adoption, including Train-the-Trainer programs, Center of Excellence development, and organizational enablement.

Pay and Benefits

Salary: USD 200,000 - 265,000 annually
Equity and Bonus:Equity
Perks:Equity DonationPaid LeaveParental LeaveFlexible Hours

Key Requirements

  • •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 to understand and articulate AI/ML concepts, API integrations, and software implementation patterns.
  • •Experience driving success across both consumption-based and seat-based business models with measurable success metrics.
Experience:Financial servicesEnterprises
Education:Bachelor's
Skills:Strategic mindsetCross-functional collaborationRelationship managementChange managementCommunication
Languages:English
Tech Stack:APIAI/ML

Company Brief

Anthropic
Develops large-scale AI systems and safety research to create reliable, steerable, and interpretable AI assistants and models for commercial and research applications.
Industry: AI & Machine Learning
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series C
Headquarters: San Francisco, United States
Founded: 2021
WebsiteLinkedIn