Senior Private Equity Customer Success Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Senior Private Equity Customer Success Manager (Fintech): Managing a portfolio of Private Equity firm customers to drive product adoption, strategic growth, and long-term loyalty within ’s ERP platform. Focus on building high-level stakeholder relationships, navigating complex commercial negotiations, and leveraging AI tools to deliver data-driven insights and maximize client value.
Location: Must be based in New York, NY
Compensation: $153,850 - $181,000 OTE
Company
is a leading fintech company building an end-to-end ERP platform for private markets, trusted by over 65,000 companies globally to manage equity, funds, and investments.
What you will do
- Own and manage a portfolio of Private Equity firm customers, ensuring high product adoption and strategic value realization.
- Collaborate with sales, product, and finance teams to drive account strategy, cross-sells, and upsells.
- Lead the renewal process and navigate complex commercial negotiations to ensure win-win outcomes.
- Act as the primary escalation point for customer issues, mitigating churn risks through proactive problem-solving.
- Synthesize client feedback to influence the product roadmap and improve the overall customer experience.
- Leverage AI tools and data analytics to communicate the evolving value proposition of the platform to stakeholders.
Requirements
- 5+ years of enterprise client-facing experience, preferably in Private Equity or Venture Capital.
- Must be based in New York, NY or San Francisco, CA.
- Strong quantitative aptitude with the ability to present to sophisticated investment professionals.
- Proven track record of managing strategic account relationships and driving commercial outcomes.
- Ability to thrive in a fast-paced, dynamic environment with a process-driven mindset.
- Must have authorization to work in the United States (E-Verify used).
Culture & Benefits
- Competitive salary and equity packages for all full-time roles.
- Exceptional benefits and commission plans for applicable roles.
- Opportunity to work in a high-growth, tech-forward environment shaping private market infrastructure.
- Collaborative culture with cross-functional leadership opportunities.
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