Customer Success Associate (AI)

Location: New York, New York, United States; must be based in or willing to relocate to New York. Travel to customer sites may be required.

Base salary: $120,000–$160,000 per year, plus possible variable compensation and equity.

Company

Builds Expert AI Agents for investment professionals and supports high-stakes research and diligence workflows at financial institutions.

What you will do

• Run regular customer touchpoints, collect feedback, support onboarding, and confirm satisfaction.
• Track product usage and account health to identify risks and opportunities for deeper adoption.
• Manage day-to-day relationships across enterprise accounts, helping users apply AI to research and diligence workflows.
• Partner with sales on pilots, onboarding, and other pre- and post-sales activities.
• Translate customer feedback into concrete input for product and engineering roadmap decisions.
• Travel to customer sites as needed to support relationships in person.

Requirements

• 2+ years of front-office experience, ideally in capital markets, banking, hedge funds, or a comparable firm.
• Strong communication and presentation skills, including the ability to run meetings or product demos.
• Comfort with ambiguity and ownership of enterprise relationships.
• Must be based in or willing to relocate to New York.

Nice to have

• Prior customer-facing, sales, or client-relationship experience.

Culture & Benefits

• Work with analysts and portfolio managers at banks, hedge funds, and asset managers.
• Collaborative operating principles focused on users, fast iteration, innovation, and measurable outcomes.
• Visa sponsorship is available, with immigration-lawyer support when an offer is made.
• Variable compensation and equity may be included in the overall package.