Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Managing user adoption and retention for credit intelligence services with an accent on relationship building and account health monitoring. Focus on leading onboarding efforts, strategizing client outreach, and collaborating with internal product and sales teams to reduce churn.

Location: Hybrid (3 days in office per week) in New York City

Salary: $70,000 - $95,000 (Base) + annual performance bonus

Company

Global provider of credit intelligence, data, and analytics serving hedge funds, investment banks, and law firms.

What you will do

• Drive user adoption and retention by educating subscribers on workflows and best practices.
• Lead onboarding and implementation for new customers to prevent first-year churn.
• Monitor account health across a book of accounts and identify at-risk clients.
• Collaborate with sales, editorial, and product teams to represent the voice of the customer.
• Develop strategic account plans and identify potential expansion opportunities.

Requirements

• Undergraduate degree in business, finance, law, or a related field.
• 1-5 years of experience in a customer-facing role, ideally in financial or legal services.
• Must be based in New York City for a hybrid work schedule.
• Excellent written and verbal communication skills.
• Demonstrated interest in credit markets and financial services.

Culture & Benefits

• Competitive health benefits and gym subsidies.
• Matched 401k and pension plans.
• Generous PTO and parental leave.
• Educational reimbursements for career development and recognition programs.