Customer Success Specialist - Investment Banking & Advisory

Location: Hybrid — New York, United States, with 3 days in the office per week

Salary: $70,000–$75,000 base salary annually, plus a performance-based annual bonus

Company

Global provider of credit intelligence, data, and analytics used by professionals in hedge funds, investment banking, management consulting, and law firms.

What you will do

• Manage a focused book of foundational accounts as the primary point of contact for platform adoption, onboarding, and client relationships.
• Monitor account health, identify at-risk accounts, and provide coverage ahead of renewals in partnership with account management.
• Support Senior Customer Success Managers with high-priority and high-spend accounts, including client preparation, onboarding, and follow-ups.
• Build training materials, user data reports, and other customer success projects while collaborating with sales, product, technology, and editorial teams.
• Develop expertise in the products, services, and credit markets, educating users on relevant features and best practices for their workflows.
• Capture client feedback, feature requests, and pain points; conduct proactive outreach by email, phone, and in-person meetings.

Requirements

• Undergraduate degree, preferably in business, finance, or a related field.
• 0–1 years of experience in a customer-facing role; recent graduates are welcome.
• Experience in financial services or subscription-based services is preferred.
• Excellent written and verbal communication, along with strong relationship-building and problem-solving skills.
• Self-starter with a diligent, organized, and adaptable approach.

Nice to have

• Demonstrated interest in financial services and learning the credit markets.

Culture & Benefits

• Values include action orientation, customer focus, effective teamwork, and a drive to excel.
• Competitive health benefits, matched 401(k), and pension plans.
• Paid time off and generous parental leave.
• Gym subsidies, educational reimbursement for career development, and recognition programs.