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Sayari

Customer Success Manager, Financial Services

Posted 3 Days Ago
Remote
Hiring Remotely in United States
90K-100K Annually
Mid level
Remote
Hiring Remotely in United States
90K-100K Annually
Mid level
Responsible for maintaining customer health and retention in financial accounts, delivering high-touch onboarding, and driving strategic growth through proactive partnerships and technical advisory.
The summary above was generated by AI
About Sayari: 

Sayari is the leader in Agentic Systems of Work for economic security and risk. Powered by the Sayari Commercial World Model : a digital twin of global commerce resolving 10.6B+ primary-source records from 250+ jurisdictions : Sayari transforms risk and investigative teams from manual data gatherers into decisive mission leaders. By unifying corporate ownership, trade data, and risk intelligence into a single graph, Sayari uncovers connections and typologies that legacy watchlist, adverse media, and point solutions miss, enabling prescriptive execution at scale. Trusted by the world’s most demanding regulators, including U.S. Customs and Border Protection, the U.S. Treasury, and Fortune 500 enterprises, Sayari delivers the evidence-based transparency needed to prove decisions, satisfy regulators and protect global commerce. Headquartered in Washington, D.C., Sayari is used by thousands of professionals across 35+ countries to secure supply chains and dismantle illicit networks.

Our company culture is defined by a dedication to our mission of using open data to prevent illicit commercial and financial activity, a passion for finding novel approaches to complex problems, and an understanding that diverse perspectives create optimal outcomes. We embrace cross-team collaboration, encourage training and learning opportunities, and reward initiative and innovation. If you like working with supportive, high-performing, and curious teams, Sayari is the place for you.

POSITION DESCRIPTION
Sayari is seeking a Customer Success Manager responsible for the health, retention and strategic growth of Sayari’s most significant financial accounts. 

You will serve as a commercially astute primary partner for our most sophisticated customers, and drive the health and retention of your accounts and facilitate growth by acting as a domain expert in economic security and risk. You will own and elevate a strategic book of accounts within our Financial vertical. 

This is a role for a "Strategic Quarterback" who thrives in high-growth environments, embraces technical complexity, and takes immense pride in delivering measurable business impact for global systems defenders.

In 2026, you will be at the forefront of the transition of our CS model from reactive support to a proactive, technical partnership—ensuring our users leverage Sayari’s latest technological advances to combat forced labor, illegal transshipment, and global trade threats at scale.

JOB RESPONSIBILITIES 

Own the Renewal: 

  • Own the end-to-end customer lifecycle, leading and driving the renewal process for a dedicated book of business in the Financial vertical, delivering a high-touch onboarding experience and consistent value delivery through regular engagements to ensure 100% continuity and satisfaction.
  • Lead the renewal management process with 100% forecasting accuracy, proactively identifying and mitigating churn or contraction risks through strategic "save plays."

Proactive Strategy: 

  • Transition accounts from reactive usage to proactive strategic roadmaps, identifying business-critical workflows where Sayari can provide deeper value and become an indispensable strategic and consultative partner to Sayari’s key commercial accounts.

Technical Advisory: 

  • Become an expert in Sayari’s platform and data, capitalising on an Analyst’s mindset to provide data-driven insights and technical guidance to power-users.
  • Conduct complex product training and demos, translating Sayari’s technical capabilities into specific solutions for Sanctions, AML, Financial Crime, and TPRM use cases.
  • Leverage your expertise to influence industry conversations, build personal and company brand trust, and drive growth through high-quality advocacy.

Cross-Functional Collaboration: 

  • Partner with Account Managers and Account Executives to identify and qualify expansion opportunities, driving toward a 120% NDR target for your account base.
  • Partner closely with R&D,  Solutions, and Product teams to advocate for client needs and influence the 2026 product roadmap.
  • Act as a cross-functional bridge, coordinating with Legal and Finance to resolve support escalations and triage customer needs with speed and precision.

SKILLS & EXPERIENCE Required:

  • Proven experience in Customer Success, Account Management, or similar customer-facing technical implementation role supporting complex SaaS / AI solutions within the Financial Vertical and/or working directly at a Financial Institution as a Financial Investigator or Analyst (with a background such as AML investigations). 
  • Deep domain literacy in Regulatory and Compliance workflows, including Sanctions, AML, Financial Crime, and Third-Party Risk Management (TPRM) creating credibility with customers .
  • Mastery of the renewal lifecycle, including contract negotiation, commercial forecasting, and CRM discipline (Salesforce & Gainsight).
  • Experience using AI tools, such as Claude AI (using AI tooling to create automated solutions such as newsletters, metric reports and account insights).
  • High technical acumen with the ability to learn and train others on complex data platforms with a propensity to quickly acquire deep product knowledge
  • Exceptional executive communication skills with the ability to tell a compelling value story to senior stakeholders.
  • Ability to thrive in a cutting edge, fast-paced but highly fluid environment whilst visualizing opportunity and evolution above chaos and ambiguity.
  • Familiarity with the Sayari tech stack, including SFDC, Gainsight, and AI-driven tools (Claude, Gemini, Glean) to automate routine tasks and maximize strategic leverage.

Preferred:

  • Experience with Gainsight or similar customer success platforms.
  • Proficiency in leveraging AI agents and tools to increase operational efficiency.
  • Established industry presence or brand in the risk and compliance space.

The target base salary for this position is $90,000-$100,000 plus commission and equity. Final offer amounts are determined by multiple factors, including location, local market variances, candidate experience and expertise, internal peer equity, and may vary from the amounts listed above.


Benefits: 
  • 100% fully paid medical, vision, and dental for employees and their dependents
  • Generous time off; we observe all US federal holidays, close our office for a winter break (12/24-12/31), in addition to granting 18 PTO days and 10 sick days
  • Outstanding compensation package; competitive commissions for revenue roles and bonuses for non-revenue positions
  • A strong commitment to diversity, equity, and inclusion
  • Eligibility to participate in additional benefits such as 401k match up to 5%, 100% paid life insurance (up to $100,000 coverage), and parental leave
  • A collaborative and positive culture - your team will be as smart and driven as you
  • Limitless growth and learning opportunities
 
Sayari is an equal opportunity employer and strongly encourages diverse candidates to apply. We believe diversity and inclusion mean our team members should reflect the diversity of the United States. No employee or applicant will face discrimination or harassment based on race, color, ethnicity, religion, age, gender, gender identity or expression, sexual orientation, disability status, veteran status, genetics, or political affiliation. We strongly encourage applicants of all backgrounds to apply.
Pay Range
$90,000$100,000 USD

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