Senior Enterprise Customer Success Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Enterprise Customer Success Manager (Fintech): Managing the top 1% of private customers to increase engagement and mitigate churn with an accent on liquidity, NDR, and strategic relationship management. Focus on leveraging AI workflows and technical environments (APIs, MCPs) to optimize account health and drive product adoption.
Location: New York, NY
Salary: $153,000 - $181,000
Company
is an end-to-end ERP platform for private markets, connecting founders, investors, and limited partners through specialized software for venture capital and private equity.
What you will do
- Own the health of strategic clients by developing strategies to increase engagement and mitigate churn.
- Drive product adoption and usage, including training customers on 's MCP plugins.
- Build and utilize custom AI workflows to anticipate customer needs and uncover strategic opportunities.
- Lead discovery around private liquidity and IPO advisory to ensure client engagement with service offerings.
- Develop strategic account plans to drive retention and growth among the most valuable customers.
- Collaborate with R&D and Customer Support teams to resolve issues and share customer feedback.
Requirements
- Experience managing large renewals with procurement teams and finance professionals.
- Proven ability to build and manage relationships within a SaaS environment.
- Strong fluency in modern AI systems, including comfort with CLIs, APIs, and MCPs.
- High EQ, diplomacy, and poise under pressure with a high tolerance for ambiguity.
- Must be based in New York, NY.
Nice to have
- Prior experience working in the venture capital or private equity space.
- Experience with customer success platforms such as Gainsight, Catalyst, Client Success, or Churn Zero.
- CEP certification or willingness to take the exams.
Culture & Benefits
- Market competitive salary and equity for all full-time roles.
- Exceptional benefits package.
- Commission plans for applicable roles.
- Opportunity to shape the future of private market infrastructure.
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