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Customer Success Manager, Financial Services

AnthropicSan Francisco, CA | Seattle, WA | New York City, NY | Washington, DCSales
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Salary
Not listed
Job type
Full-time
Posted
17 Aug 2026
Status
Open · checked 8d ago

About this role

Role Overview

The Customer Success Manager, Financial Services position at Anthropic involves guiding complex financial institutions through their artificial intelligence adoption journeys. Operating from San Francisco, Seattle, New York City, or Washington, DC, this role suits experienced professionals eager to drive strategic growth with cutting-edge technology. Anthropic focuses on building reliable, interpretable, and steerable AI systems that benefit society, creating a collaborative environment for dedicated business and technical leaders.

Key Responsibilities

Build trusting, strategic partnerships with key decision makers in banking, insurance, asset management, and data providers to align business goals with AI solutions.
Act as an expert on Anthropic product offerings including API, Claude Code, and Claude for Enterprise, guiding clients on technical nuances and industry best practices.
Monitor usage patterns and consumption metrics to identify optimization opportunities, ensuring contracted commitments deliver maximum measurable value.
Develop and execute change management strategies, such as Train the Trainer programs and Centers of Excellence, to boost end-user adoption.
Gather direct customer insights that inform product development, research priorities, and go-to-market strategies.
Manage the complete customer lifecycle by creating account plans, conducting Quarterly Business Reviews, and driving cross-functional collaboration.

Requirements

Minimum of six years of professional experience in Customer Success, Technical Account Management, or Solutions Engineering.
Direct working experience with enterprise clients within the Financial Services Industry, demonstrating a deep understanding of related regulatory, risk, and compliance needs.
Technical fluency covering AI and machine learning concepts, software implementation patterns, and API integrations across diverse stakeholder groups.
Proven track record of managing a multi-account portfolio while driving measurable financial outcomes and retention.
Bachelor’s degree or an equivalent combination of education, training, and professional experience.

Skills and Tools

Strategic account planning and lifecycle management
Technical communication spanning API integrations and software deployments
Data analysis for consumption and seat-based usage patterns
Change management and organizational enablement playbooks
Cross-functional collaboration and executive stakeholder engagement

Salary and Benefits

Annual On Target Earnings (OTE) ranging from $200,000 to $265,000 USD, which includes base salary and sales incentive targets.
Comprehensive benefits package featuring competitive compensation, generous vacation policies, and parental leave.
Flexible working hours combined with a location-based hybrid policy requiring at least 25% in-office presence.
Visa sponsorship support provided when applicable, alongside optional equity donation matching.

About the Company

Anthropic operates as a public benefit corporation dedicated to creating safe, beneficial AI systems for society. The organization approaches AI research as an empirical science, functioning as a single cohesive team focused on large-scale efforts. Team members value open communication, collaboration, and rigorous scientific inquiry while advancing long-term goals for trustworthy and steerable technology.

How to Apply

Candidates interested in this opportunity should visit the official Anthropic careers page to submit an application.

Questions candidates ask

What locations are available for this role?

This position is based out of San Francisco, CA, Seattle, WA, New York City, NY, or Washington, DC, operating under a location-based hybrid policy.

What is the salary range for the Customer Success Manager position?

The annual On Target Earnings range is between $200,000 and $265,000 USD, incorporating both base salary and commission targets.

What level of experience is required?

Applicants must have at least six years of professional experience in Customer Success, Solutions Engineering, or Technical Account Management.

Does Anthropic offer visa sponsorship?

Yes, visa sponsorship is available for eligible candidates, and the company works with immigration lawyers to support the process.

What specific industry background is necessary?

Candidates need hands-on experience working with enterprises in the Financial Services sector, alongside knowledge of FSI compliance, risk, and regulatory needs.

Ready to apply?

The application is on the official Anthropic careers page.

Apply on company site