About the Company
Our client is a rapidly growing technology and data intelligence platform that helps leading financial institutions, investment firms, and enterprise organizations make more informed business and investment decisions through proprietary data and analytics. The company operates at the intersection of technology, research, and financial services, delivering valuable insights to some of the most sophisticated organizations in the market.
With strong market momentum and a collaborative, entrepreneurial culture, the firm continues to invest heavily in its client-facing teams and offers significant opportunities for long-term career development.
The Opportunity
The firm is seeking a
Customer Success Manager to serve as a trusted advisor to its clients and help drive long-term customer engagement and retention. This individual will own post-sale relationships, support strategic client initiatives, and work closely with internal stakeholders to ensure customers are maximizing value from the platform.
This is an ideal opportunity for someone with experience in Customer Success, Account Management, or Client Services who enjoys building relationships, solving complex business challenges, and working with clients in the financial services and technology sectors.
Key Responsibilities
- Manage a portfolio of client relationships and serve as the primary point of contact throughout the customer lifecycle.
- Drive product adoption, engagement, and overall client satisfaction.
- Develop a strong understanding of client objectives and align platform capabilities to their business needs.
- Analyze customer usage trends and identify opportunities to improve retention, engagement, and account growth.
- Partner with Product, Sales, and Support teams to relay customer feedback and enhance the overall customer experience.
- Oversee multiple client initiatives simultaneously while maintaining a high level of responsiveness and service.
- Support account expansion efforts by uncovering new use cases and growth opportunities within existing relationships.
Qualifications
- 3-5 years of Customer Success, Client Success, Account Management, or related client-facing experience within a technology, SaaS, fintech, or data-driven organization.
- Proven experience managing post-sale customer relationships and acting as a trusted advisor to clients.
- Ability to work cross-functionally and manage multiple priorities in a fast-paced environment.
- Experience using Salesforce or similar CRM platforms.
- Experience supporting financial services, fintech, market data, analytics, or investment technology clients is strongly preferred.
Compensation & Benefits
- Competitive base salary and bonus opportunity.
- Comprehensive medical, dental, and vision coverage.
- 401(k) and retirement benefits.
- Generous paid time off and company holidays.
- Professional development and career advancement opportunities.
Why Join?
- Join a high-growth company operating at the intersection of technology, data, and financial services.
- Work directly with sophisticated institutional and enterprise clients.
- Take ownership of strategic relationships and make a measurable impact on customer success.
- Gain exposure to multiple areas of the business through close collaboration with Product, Sales, and leadership teams.
- Build your career within a fast-paced, entrepreneurial organization offering strong growth potential.
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