Customer Success Lead, Financial Services (AI / ML products)

Chicago, Illinois, United States | Product Dev | Full-time | Fully remote


Since 2002, Quantium have combined the best of human and artificial intelligence to power breakthrough possibilities for individuals, organisations and society. Whether it is building forecasting engines that materially drive down food wastage or creating tools that combat human trafficking or ensuring PPE is distributed most effectively during COVID, Quantium believes in using the power of analytics and machine learning for better goods, services, and experiences for a brighter future.  

The role 

The Customer Success Lead in our Financial Services practice is a hybrid role that contributes to both our sales efforts and product innovation specifically for Q.Refinery – our world class banking transactional data cleansing and attribute building platform. This capability is unlocking banks transaction data for the first time at scale for advanced analytics across every transaction type (Credit Cards, Debit Cards, Wires, ATM, ACH – Direct Deposit, Bill Pay, P2P, etc.). The use cases are endless and we are seeing significant ROI with clients.   

On a day to day / week to week basis, you will partner closely with our sales team as the Subject Matter Expert (SME) for our financial services products, in particular Q.Refinery, evolving our sales messaging as new features are enabled, building case studies that showcase the power of Q.Refinery and ensuring best practices are built and maintained (contracts / PoC's/ PoT's etc). 

As the product SME, you will be the expert that drives the client on-boarding, adoption and embedding of products through on-boarding programs and on-site support and sharing best practices on how to get value from products. 

You will also play the role of the client representative back to the core product team. Providing direct feedback on existing features, functionality and processes, as well critical insight and direction for new product capabilities that would benefit both the clients they represent, and the product in general.  

If you are customer obsessed and highly motivated to achieve ambitious outcomes, thrive in a fast paced, entrepreneurial environment and are passionate about the power of data and have the ability to make the complex simple, then this may be the role for you. 

The role will be US based and remote working with a potential of up to 50% travel. 

About you 

We are looking for you to bring the following skills and experience to the team: 

  • 5-10 years working in a technical sales, customer success or product management role, preferably working with algorithmic / data products   
  • Experience working in Financial Services and/or Consumer Banking space with a good understanding of how data can transform the different business units and verticals 
  • Commercial experience in an environment of technical complexity   
  • Familiar with evaluating technical feasibility for platform installations, i.e. vetting technical specifications of host environments  
  • Strong interpersonal skills, cross-group collaboration and proven ability to influence across organisational boundaries 
  • Sharp problem-solving skills with experience partnering with clients and stakeholders to solve complex commercial problems 
  • Preferably a degree in Information management, computer science, software engineering, mathematics, statistics, actuarial studies or a related discipline  
  • Great written and verbal communication   

Why should I be excited about this opportunity?  

With our Americas team being established just over three years ago, this is a unique opportunity to join an exciting, high growth environment where each person can contribute and have a big impact on the success of the team, whilst knowing that you have global capability (proven products and solutions built over 19 years!) to back you.    

What is the team culture like? 

We are a team of diverse and fun data scientists, sales professionals and consultants working in an environment where colleagues quickly become friends. Working in small, cross-functional project teams, you will have lots of opportunity to learn from senior leaders and share your experience with the team too.  

Travel requirements 

Our team is committed to growing trusted relationships with our clients. To do this we need to meet with our prospects and clients frequently with expected travel to be up to 50% of your time. We are happy to be creative with travel options to accommodate to individual needs. Our teams are currently based in Washington DC, New York, San Francisco, Bentonville or Chicago. Travel depends on where our clients are based and clients’ relative openness to remote work (all teams are remote presently due to COVID concerns).  

More about Quantium 

As one of the world’s fully diversified data science and AI leaders we operate across every sector of the economy and we’re growing fast - with growth comes opportunity! We’re passionate about building out our team of smart, fun, diverse and motivated people. 

We combine a team of experts that spans data scientists, actuaries, statisticians, business analysts, strategy consultants, engineers, technologists, programmers, product developers, and futurists – all dedicated to harnessing the power of data to drive transformational outcomes for our clients. 

Additional Information 

Quantium are an equal opportunity employer and value diversity. We are a multicultural team of various beliefs, sexual orientations and gender identities. We celebrate our diversity of race, religion, colour, national origin, gender, sexual orientation, age, marital status and disability status.

If you submit an application or expression of interest to The Quantium Group Pty Ltd, we may disclose your application or expression of interest on a confidential basis to our related companies, and joint venture companies, including Quantium Health Pty Limited.  We will only make such disclosures for the purpose of considering your application or expression of interest and opportunities in those organisations.