Client Services Manager (Financial Institutions, US)

Kharon

2d • Hybrid

About The Position

Kharon is seeking a full-time Client Services Manager focused on managing Tier-1 financial institution accounts. The position is based in Washington, D.C., or Denver, Colorado, and requires in-office attendance at least three days per week.

The Client Services Manager helps financial institution clients onboard to and make effective use of Kharon’s platform. The role serves as a first point of contact for client inquiries about Kharon findings, platform functionality, content sources, and technical issues. It also involves personalized product demonstrations, assistance with initial data integration and customization, and ongoing training for client teams.

The manager develops an understanding of clients’ compliance programs, regulatory obligations, and operational processes, and coordinates with internal teams to resolve complex issues. The role also supports sales proposals and upsell opportunities by monitoring client usage and collaborating with the sales team. Staying informed about sanctions, financial crime, regulatory developments, and Kharon’s evolving platform and research is important to providing timely client guidance.

Requirements

• Bachelor’s degree, preferably in Business, International Relations, Political Science, or a related field.
• At least 3 years of experience in a client-facing role such as customer success, account management, or technical support.
• Exceptional communication and presentation skills, including the ability to explain complex concepts to varied audiences such as financial institution compliance professionals.
• Demonstrated experience leading client onboarding, delivering product demonstrations, and facilitating ongoing training through webinars or one-on-one sessions.
• Technical curiosity and confidence troubleshooting, supporting light data integration, and quickly learning new systems or platforms.
• Foundational understanding of compliance frameworks, including anti-money laundering, financial crime and illicit financing, sanctions regimes, and environmental, social and governance standards.
• Academic or professional exposure to global security, international relations, financial crime, compliance, or regulatory environments.

Nice To Haves

• Professional experience in banking or financial services, particularly in compliance, due diligence (including KYC/KYB), or anti-money laundering (AML), is strongly preferred.
• Experience in banking, financial services, SaaS, FinTech, RegTech, compliance, or data services is ideal.

Responsibilities

• Serve as the first point of contact for financial institution clients’ inquiries about Kharon findings, platform functionality, content sources, and technical issues.
• Onboard and guide banking and financial services clients through platform setup and transition, including integration into compliance and due diligence workflows.
• Provide personalized demonstrations of platform features for compliance, due diligence, and AML teams; assist with initial data integration and client-specific customization.
• Conduct webinars and one-on-one training for compliance analysts, investigators, and screening teams; update training materials and resources.
• Develop an understanding of clients’ compliance programs, regulatory obligations, and operational processes to guide effective use of Kharon data.
• Coordinate with technical support, content management, sales, and other internal teams to resolve complex client issues.
• Collaborate with the sales team on tailored proposals and pitches for upsell opportunities.
• Monitor client usage patterns and behavior to identify opportunities to offer additional products or services.
• Stay informed about sanctions, financial crime, and regulatory developments affecting financial institutions and translate them into timely client guidance.
• Continuously learn about Kharon’s evolving platform features, benefits, and service offerings.

Benefits

• Fully sponsored medical, dental, and vision insurance
• Flexible spending account for medical and dependent care
• Long-term disability
• 401(k) and Roth plans with matching and immediate vesting
• Flexible paid time off
• 11 paid holidays
• Potential bonuses, commissions, and equity may be part of the overall compensation package

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level