Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Driving revenue and enhancing client workflows for an AI-powered debt markets platform with an accent on usage growth and client relationship management. Focus on developing bespoke KPIs, expanding networks within the Leveraged Finance community, and delivering data-driven insights to enterprise clients.

Location: Hybrid in New York

Salary: $120,000–$135,000

Company

An AI platform powering global debt markets by centralizing proprietary credit data and deep analysis for blue-chip financial institutions.

What you will do

• Partner with account managers on specific client projects to ensure and drive account growth.
• Act as the voice of the client during internal projects to ensure needs are consistently met.
• Develop bespoke KPIs and provide performance data-driven insights to clients.
• Expand the network of relevant contacts within enterprise accounts to maintain partnership status.
• Maintain accurate records of all client interactions using the CRM.
• Attend relevant industry conferences and events.

Requirements

• Minimum 4 years of experience in account management or Customer Success within Capital Markets, B2B Sales, or Business Development.
• Strong knowledge of financial markets and ability to build relationships with buy-side, sell-side, and advisory communities.
• Proven track record of managing and growing enterprise client books of business exceeding $1m.
• Must be based in New York to support the hybrid working model.
• Effective written and verbal communication skills for concise professional messaging.

Nice to have

• Existing professional network and relationships within the Leveraged Finance community.

Culture & Benefits

• Competitive compensation including equity and a 401(k) with a 3% company contribution.
• Comprehensive Private Health, Dental, and Vision insurance.
• Hybrid working model with flexibility and the ability to work abroad for up to 3 months per year.
• 25 vacation days, paid sick leave, and a 1-month paid sabbatical after 5 years of service.
• Professional learning budget and a specific $1,000 AI experimentation budget for trialing tools.