Customer Success Executive

Teciem designs, builds, and delivers treasury and capital markets software solutions for financial institutions worldwide. We serve banks of every size and geography, offering the right setup for the right need. Our solutions are designed to replace multiple disconnected systems with one complete, front-to-back platform, helping customers to capture trading and business opportunities quickly, clearly and with control. We cover the entire trading lifecycle, ensuring that everything - from execution to position keeping, to risk management – runs smoothly.

With decades of experience and one of the largest, most diverse client bases in the industry, we turn deep industry knowledge into software that covers most asset classes, meets complex real-world treasury and capital market's needs, and adapts as markets evolve.

Teciem is a leading software and services provider supporting financial institutions across Europe in optimizing their Treasury & Capital Markets platforms. Through solutions such as Summit, Kondor, and Sophis, we help clients strengthen operational resilience, enhance system usage, and evolve their technology landscape. We operate with a strong commitment to expertise, customer value, and innovation. Join us and shape how Teciem delivers long-term success and adoption for its most strategic clients.

You will join Teciem’s European Customer Success & Solutions Consulting team, a unified organization that brings together Solution Consultants, hybrid presales/CSM profiles, and retention-focused Customer Success leaders. As a Senior Customer Success Executive (Retention Lead), you will be the primary strategic advisor for Teciem’s high-value and complex accounts. Your mission is to maximize adoption, ensure stability, deepen product usage, and guide customers on how to extract full value from Teciem’s platforms. This is a solution-oriented, product-competitive role—not commercial account management. You will work closely with clients to understand their operating model, identify improvement opportunities, and demonstrate relevant capabilities and modules to support their transformation journey.

What will you contribute?

• Strategic Contributions
• Own the retention and adoption strategy for a portfolio of complex Treasury & Capital Markets clients.
• Lead customer engagement programs including health checks, “walk the floor” assessments, usage reviews, and operating model analysis and follow up on the execution of delivered recommendations.
• Drive customer retention, with clear accountability for stabilizing relationships, strengthening adoption, and ensuring long-term platform success.
• Serve as a trusted advisor on system usage/adoption, functional workflows, best practices, and product evolution across Summit, Kondor, and Sophis.
• Influence Product, Services, and Support teams by bringing field insights and customer perspectives.
• Identify where customers can benefit from new modules or capabilities and demonstrate them.
• Key Responsibilities & Deliverables
• Customer Value, Adoption & Operating Model Optimization
• Build and execute Customer Success Plans reflecting each client’s strategy, goals, operating model, and maturity.
• Understand client front-to-back workflows, integration landscape, and functional usage, identify gaps and optimization opportunities.
• Recommend best practices around usage, processes, and platform evolution to improve resilience, efficiency, and adoption.
• Conduct on-site and remote analysis sessions that benchmark customer maturity and identify improvement opportunities.
• Solution Enablement & Demonstration
• Explain relevant modules, features, and new capabilities that support customer objectives.
• Support Presales when deeper, cross-product demonstrations are needed.
• Help customers understand how Teciem's capabilities can enhance workflows, mitigate risks, or expand adoption.
• Risk Management & Customer Health
• Act as the primary owner of at-risk customers, leading early identification, root-cause analysis, and structured recovery plans.
• Be directly responsible for retention outcomes by proactively addressing usage gaps, operational issues, or declining satisfaction.
• Coordinate effectively with Support teams on production escalations, ensuring transparency and high-quality resolution.
• Establish strong governance with customers (reviews, business meetings, success checkpoints).
• Expansion Through Product Value (Non-commercial)
• Identify new modules or services aligned with operational needs and demonstrate their value.
• Provide the functional, operational, and architectural context needed for Sales/Presales to shape expansion discussions.
• Prepare functional rationales or value cases for customers considering enhancements or modernization initiatives.

Required Experience & Skills

• Professional Background
• 10+ years in presales, delivery, or support of Treasury & Capital Markets systems.
• Expertise with at least one major platform: Summit, Kondor or equivalent financial services solutions.
• Ability to understand and demonstrate product capabilities, workflows, and front-to-back business processes.
• Experience working with users across front office, middle office, risk, operations, and IT.
• Core Skills
• Strong analytical and problem‐solving skills, able to interpret usage and performance data, identify root causes, and translate insights into actionable recommendations.
• Exceptional communication, presentation, and stakeholder management abilities, with confidence engaging audiences from operational teams to senior executives.
• Ability to challenge, influence, and guide customers constructively to adopt best practices and improve their operating model.
• Comfortable delivering demos, walkthroughs, and advisory sessions that articulate functional value and system capabilities.
• Highly autonomous, organized, and adaptable, able to prioritize and manage multiple complex accounts simultaneously.
• Strong ownership mindset, capable of coordinating cross‐functional teams (Services, Product, Support, Presales) to drive customer outcomes.
• Solid project management capability, including structured reporting, action tracking, and facilitation of governance meetings.
• Fluency in English; French, German, or Italian strongly preferred.
• Education & Certifications
• Bachelor’s or Master’s degree in Finance, Computer Science, Engineering, Mathematics, Information Systems, or similar.
• Professional development in Treasury & Capital Markets technology or financial engineering preferred.
• Experience or training in presentation delivery and consultative engagement is beneficial.

Why join Teciem now?

You will work with Europe’s leading financial institutions during a period of modernization and transformation. In our unified Customer Success & Solutions Consulting team, you will play a pivotal role in safeguarding customer satisfaction, strengthening adoption, and driving long-term platform success—while owning the outcomes for at risk clients and retention across your portfolio.

Diverse Minds, Shared Ambition

At Teciem, we believe that our strength comes from the diversity of our people. Different perspectives, backgrounds, and experiences fuel our innovation and help us build solutions that truly make a difference in the world of financial technology. We’re committed to creating a workplace where everyone feels respected, heard, and empowered to grow. Here, you can bring your whole self to work, contribute your unique ideas, and be part of a team driven by shared ambition. We welcome talent from all walks of life and encourage applications from individuals of all genders, races, ages, abilities, identities, and beliefs. Together, we’re shaping a culture where diversity isn’t just celebrated — it’s essential to our success.