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Customer Success Manager, Financial Services

Menlo Ventures Portfolio

Seattle, WA · Mid

$200,000 – $265,000

Listed on Menlo Ventures Portfolio’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

Join Anthropic's customer success team to guide financial services enterprises through their AI adoption journey with Claude, helping them maximize value across banking, insurance, and wealth management. You'll serve as a strategic advisor managing a portfolio of complex accounts, driving usage expansion, and shaping product direction through deep customer insights.

Our summary, not Menlo Ventures Portfolio’s wording. The full posting is on their site.

What they ask for

Required

  • 6+ years in Customer Success, Technical Account Management, or Solutions Engineering
  • Enterprise Financial Services experience
  • Understanding of FSI regulatory, risk, and compliance requirements
  • Technical fluency with AI/ML concepts and API integrations
  • Portfolio account management experience
  • Bachelor's degree or equivalent

Nice to have

  • Passion for AI and responsible AI development
  • Experience with both consumption-based and seat-based business models
  • Change management and organizational enablement experience

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