Description

Are you passionate about helping enterprise clients modernize, transform, and grow through innovative technology? Join us as a Senior Customer Success Manager Enterprise, where you'll play a pivotal role in shaping how leading organizations transition to our next-generation SaaS platform.

This is an opportunity to combine strategic thinking, relationship leadership, and data-driven insight to guide clients through one of the most important transformations in their business. You'll serve as a trusted advisor to executive teams, helping them realize measurable value while redefining what success looks like in a new digital landscape.

We're on a transformational journey—and so are our customers. We are form strategic partnerships to determine the best solution for our customers from our trusted legacy product suite to a powerful new SaaS platform. If you're passionate about building relationships, solving problems, and guiding customers toward success during times of change—you'll thrive here.

What You'll Do

• Own the client relationship: Drive engagement, satisfaction, and long-term success across a portfolio of enterprise accounts.
• Lead strategic transitions: Guide clients through the journey from legacy systems to our new, innovative platform — managing change, adoption, and measurable outcomes.
• Build data-driven frameworks: Assess client health, readiness, and migration potential using analytics, segmentation, and ROI modeling.
• Develop treatment plans: Design engagement strategies and success plans tailored to each client's goals and migration stage.
• Influence and inspire: Act as a change leader, helping C-level and VP stakeholders envision new possibilities and embrace transformation.
• Create impact through storytelling: Partner with Product Marketing and Sales to craft client-facing materials, playbooks, and success stories that drive enthusiasm and adoption.
• Own the client relationship: Drive engagement, satisfaction, and long-term success across a portfolio of enterprise accounts.
• Lead strategic transitions: Guide clients through the journey from legacy systems to our new, innovative platform — managing change, adoption, and measurable outcomes.
• Build data-driven frameworks: Assess client health, readiness, and migration potential using analytics, segmentation, and ROI modeling.
• Develop treatment plans: Design engagement strategies and success plans tailored to each client's goals and migration stage.
• Influence and inspire: Act as a change leader, helping C-level and VP stakeholders envision new possibilities and embrace transformation.
• Create impact through storytelling: Partner with Product Marketing and Sales to craft client-facing materials, playbooks, and success stories that drive enthusiasm and adoption.

What You'll Need

• 7+ years of experience in Enterprise Customer Success, Account Management, or Client Strategy within a SaaS organization.
• Proven ability to lead clients through change, product migration, or transformation initiatives at scale.
• Strong analytical mindset — comfortable using data to segment customers, assess value, and prioritize opportunities.
• Exceptional executive communication and storytelling skills, with the ability to simplify complexity and inspire action.
• Experience collaborating across functions — Product, Sales, Delivery, and Marketing — to align on strategy and outcomes.
• A creative, forward-thinking approach to client engagement and relationship building.
• A passion for driving adoption and measurable value in fast-paced, dynamic environments.

What's In It For You

• Shape the future: You'll define how enterprise clients experience a transformational product shift.
• Build frameworks that scale: Create repeatable, data-backed approaches that will influence the next phase of Customer Success strategy.
• Be a trusted advisor: Work directly with executive stakeholders to drive business impact and digital innovation.
• Join a company in motion: Be part of a growing SaaS organization where your ideas and leadership make an immediate difference.

The base salary range for this role is listed above. Total compensation ultimately depends on the candidate's primary work location, job responsibilities, role requirements, relevant experience and skillset.

Beyond traditional insurance offerings (that all start on day one), Finvi offers a wide variety of additional benefits like flexible time off, employer 401k match with no wait period, paid time off to volunteer, paid parental leave, and more. Learn more about all our benefit offerings on our website.

Why Finvi

Finvi is a fast-paced, challenging, and technology-transforming company. Our culture fosters an environment where you can think creatively, push yourself to new possibilities, and challenge each other to accomplish personal and professional goals. We believe that every moment, idea, and voice count. By bringing together different ideas and perspectives, we can innovate and step forward.

Our values embody who we are: have grit, own your impact, row together, embrace differences, and act transparently.

Finvi's Equal Opportunity Statement including Veterans and Individuals with Disabilities

It is the policy of Finvi to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, gender identity, sexual orientation, genetic information or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruitment or recruitment advertising, hiring, placement, promotion, transfer, demotion, layoff, recall, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, including apprenticeship, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity or age limitations will be adhered to by the company where appropriate. For more information, read Finvi's full Equal Opportunity Statement here.

Work Authorization

Visa sponsorship or transfer of an existing visa is not available for this position. Eligible candidates must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

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