Senior CX Manager - FSI
- Remote, United States
- Lead
- Posted 5 days ago
or apply from Claude / ChatGPT / Muse
Senior technical advisor for the largest enterprise accounts, mixing product adoption work with customer relationship management for financial services customers.
About the role
Complex onboarding, platform optimization and multi-product deployments sit with this role, alongside the account health work that keeps large customers on board.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Lead
- Skills
- CRM, Change management, Professional Services
- Posted
- 30 Oct 2026
- Last checked
- 3 Nov 2026
What you will do
- Act as senior technical contact for enterprise and strategic accounts
- Lead complex onboarding, platform optimization and advanced feature rollouts across several products
- Define solution scope, delivery approach and technical roadmap with customer project managers
- Run advanced demos and enablement sessions on new capabilities
- Own technical initiatives end to end, including issue tracking, prioritization and customer communication
What they look for
- Experience as a senior technical advisor to large enterprise customers
- Track record leading complex technical delivery and change management
- Ability to turn business needs into scalable technical architectures and implementation plans
- Skill at reading usage and operational data to spot optimization and expansion opportunities
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job t4nvzysowyQuestions about this job
Can I do this job remotely, and from which countries?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
No pay range is stated in the posting.
What experience is needed?
It is a lead role. The posting asks for: experience as a senior technical advisor to large enterprise customers; track record leading complex technical delivery and change management; ability to turn business needs into scalable technical architectures and implementation plans. Skills it names include CRM, Change management, Professional Services.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
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