Senior Customer Success Manager – Global Financial Services Adoption & Analytics Champion Driving Sustainable Growth, Retention, and Customer Success at brighthush

About brighthush

brighthush is a trailblazing leader in the compliance technology sector, delivering a powerful suite of SaaS solutions and consulting services that empower financial institutions worldwide to navigate an ever‑shifting regulatory landscape with confidence and agility. With a client portfolio that spans over 5,000 organizations—including broker‑dealers, insurers, investment banks, private funds, RIAs, and wealth managers—our platform serves as the backbone of resilient compliance programs that scale seamlessly as businesses grow.

Our mission is simple yet ambitious: to fuse cutting‑edge technology with human insight, creating a seamless experience that transforms complex regulatory obligations into actionable, data‑driven strategies. At brighthush, we invest heavily in product innovation, data science, and customer experience, fostering a culture built on collaboration, curiosity, and a relentless focus on delivering measurable value to our clients.

If you thrive on helping organizations master regulatory challenges while driving adoption, growth, and customer satisfaction, brighthush is the place for you.

The Opportunity

As a Senior Customer Success Manager at brighthush, you will serve as the linchpin between our product, sales, and support teams and the thousands of customers who rely on our platform to power their compliance programs. You will own the end‑to‑end customer journey—from onboarding to expansion—ensuring every interaction delivers tangible value. Your analytical mindset, strong communication skills, and data‑driven approach will help us turn insights into action, reduce churn, and unlock upsell opportunities.

In this role, you will:

• Collaborate closely with Product Management and Sales to align customer needs with roadmap priorities.
• Lead a team‑based approach to manage a high volume of accounts, leveraging automation and analytics to deliver the right touch at the right time.
• Own the customer experience, from onboarding to renewal, and drive adoption of new features and best practices.
• Act as the voice of the customer, feeding insights back to product, marketing, and support teams.
• Mentor junior CSMs and share best practices across the Customer Success organization.

Key Responsibilities

• Customer Lifecycle Management: Guide customers through every stage of the lifecycle, ensuring high adoption rates and deep value realization. Use data to identify adoption gaps and proactively address them.
• Data‑Driven Decision Making: Analyze usage metrics, NPS scores, and health dashboards to surface trends, predict churn, and recommend actionable solutions.
• Strategic Advising: Provide actionable, strategic guidance that aligns with each client’s regulatory goals. Help clients build compliance programs that scale with their growth.
• Risk & Opportunity Management: Identify lifecycle risks and opportunities early. Work with leadership and account teams to design and execute solutions that mitigate risk and drive expansion.
• Thought Leadership: Develop and deliver engaging presentations, webinars, and optimization calls that educate and inspire clients.
• Cross‑Functional Collaboration: Partner with Customer Education, Product, Marketing, Finance, and Support to create high‑quality resources and ensure a seamless customer journey.
• Process Improvement: Continuously assess team support for all clients and propose new strategies or services that enhance adoption, usage, and value realization.
• Reporting & Analytics: Maintain accurate dashboards, report on key metrics, and present findings to senior leadership.
• Team Leadership: Mentor junior CSMs, share best practices, and foster a culture of continuous improvement.

Essential Qualifications

• Minimum of 2 years in a customer‑facing role within a SaaS environment (account management, support, or project management).
• Experience with customer experience (CX) or analytics platforms.
• Proficiency with brighthush Office Suite (Outlook, PowerPoint, Excel) and collaboration tools such as brighthush.
• Comfortable learning new software quickly—spreadsheets, CRM, email marketing, automation, and presentation tools.
• Strong project management skills: ability to juggle multiple initiatives while maintaining meticulous attention to detail.
• Excellent analytical skills: ability to interpret data, identify patterns, and translate insights into strategic actions.
• Exceptional written and verbal communication skills, with the ability to tailor messaging to diverse audiences.
• Experience working cross‑functionally with Marketing, Finance, Product, Sales, and Support teams.
• Background in the financial services industry is highly desirable.
• Demonstrated ability to simplify complex topics and communicate them clearly to stakeholders at all levels.

Preferred Qualifications

• Prior experience in a senior Customer Success or Account Management role within the financial services sector.
• Proven track record of driving adoption and expansion in a SaaS environment.
• Experience with data visualization tools such as brighthush, brighthush, or brighthush.
• Familiarity with regulatory frameworks such as MiFID II, GDPR, and SOX.
• Knowledge of automation platforms such as brighthush, brighthush, or similar.
• Leadership experience mentoring or coaching junior team members.

Skills & Competencies

• Strategic Thinking – Ability to see the big picture and align customer goals with business objectives.
• Analytical Acumen – Strong data literacy and the ability to derive actionable insights from complex datasets.
• Customer Advocacy – Passion for championing the customer’s voice across the organization.
• Communication Excellence – Clear, concise, and persuasive communication in both written and verbal formats.
• Project Management – Proven ability to manage multiple projects simultaneously and deliver on deadlines.
• Collaboration – Comfortable working with cross‑functional teams and building strong relationships.
• Adaptability – Thrives in a fast‑paced, evolving environment and embraces change.
• Mentorship – Willingness to coach and develop junior team members.

Career Growth & Learning Opportunities

At brighthush, we believe in investing in our people. As a Senior Customer Success Manager, you will:

• Progress into leadership roles such as Customer Success Director or Head of Customer Experience.
• Participate in executive‑level strategy sessions, influencing product roadmap and go‑to‑market plans.
• Access continuous learning programs, including certifications in data analytics, project management, and compliance frameworks.
• Lead cross‑functional initiatives that shape the future of our platform.
• Receive regular feedback and coaching from senior leaders to accelerate your professional growth.

Work Environment & Culture

brighthush fosters a culture of transparency, innovation, and collaboration. Our remote‑first model means you can work from anywhere while staying connected through:

• Weekly all‑hands meetings and monthly town halls.
• Dedicated Slack channels for real‑time collaboration.
• Quarterly virtual team‑building events and annual in‑person retreats.
• Open‑door leadership and a flat hierarchy that encourages idea sharing.
• Commitment to work‑life balance, with flexible hours and generous paid time off.

Compensation & Benefits

While the base salary range for this role is competitive and commensurate with experience, brighthush offers a comprehensive benefits package that includes:

• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Unlimited paid time off and flexible work arrangements.
• Professional development stipend and tuition reimbursement.
• Employee wellness programs and mental health resources.
• Equity options for eligible employees.
• Annual performance bonuses tied to company and individual metrics.

Why Join brighthush?

When you join brighthush, you become part of a mission‑driven team that is redefining compliance for the financial services industry. You will:

• Work with cutting‑edge technology that simplifies complex regulatory challenges.
• Collaborate with passionate professionals who value data, innovation, and customer success.
• Have a direct impact on the growth and satisfaction of thousands of global clients.
• Enjoy a culture that rewards initiative, creativity, and continuous learning.

How to Apply

Ready to take the next step in your career and help shape the future of compliance? Submit your application through the link below and join a team that is committed to excellence, innovation, and customer success.