Customer Success Manager

We are seeking a Customer Success Manager to partner with clients and drive adoption, retention, and growth across our customer base. This role will leverage strong relationship management and strategic thinking skills to deliver exceptional onboarding, support, and partnership experiences.

What You Will Do

Manage a growing book of business by developing and executing success plans that drive product adoption, renewal, and expansion. Collaborate with clients to understand strategic goals and deliver value from day one through onboarding and beyond.

Why It Might Be a Fit

This role is ideal for someone with 3+ years experience in the financial services or fintech industry, with a strong understanding of the capital markets and investment vehicles. The ideal candidate will have excellent time management skills, great verbal and written communication skills, and a proven ability to develop and maintain strong client relationships.

Requirements

• 3+ years experience in the financial services or fintech industry
• Bachelor's degree in Finance, Business Administration, Economics, or related field preferred
• 1+ years of experience in a sales, support, or account management role
• Knowledge and interest in the capital markets and investment vehicles such as Equities, ETFs, and Mutual Funds
• Excellent time management skills
• Great verbal and written communication skills
• Proven ability to develop and maintain strong client relationships
• Demonstrated ability to work in a team environment that requires quick turnaround and quality output
• Ability to manage and prioritize multiple projects concurrently
• Client and team-oriented attitude
• Strong attention to detail and client service, as deliverables are often client-facing

Benefits

• 100% employer-paid health, dental, and vision insurance
• 401(k) match to support your financial future
• Opportunities for internal mobility and cross-functional collaboration
• Flexible time off, vacation days, sick days, and a celebration day
• Paid parental leave to support work-life balance
• Professional development stipend to help you grow in your career
• Hybrid work schedule with flexibility to work both in-office and remotely
• Summer hours so you can enjoy more sunshine
• Recognition programs to celebrate contributions and milestones
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative