Customer Success Manager
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-03
Listing for:
Taurus Search
Full Time, Seasonal/Temporary
position Listed on 2025-12-03
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Success Mgr./ CSM -
Business
Client Relationship Manager, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Overview
Client Success Manager – SaaS / Financial Services
My client, an award-winning SaaS company supporting the mergers & acquisitions (M&A) and private equity space is hiring a Client Success Manager to manage high-value accounts, drive platform adoption, and ensure long-term client satisfaction.
What You'll Do- Serve as the day-to-day relationship lead for a portfolio of financial services clients
- Deliver tailored success plans and host regular strategic review sessions
- Maximize platform adoption and engagement across client organizations
- Partner with Sales, Insights, and Marketing teams to ensure client success
- Become a trusted advisor on deal origination workflows and best practices
- Experience in customer success, relationship management, or SaaS onboarding
- Strong interpersonal and communication skills
- Detail-oriented with a problem-solving mindset
- Prior exposure to private equity, M&A, or financial markets is a plus
- Willingness to work some later hours to accommodate client schedules
- 24 PTO days + public holidays
- Uncapped commission
- Matched 401(k)
- Health and dental plans
- Enhanced parental leave and wellness perks
- Office breakfasts, social events, and charity days
- Seniority level:
Associate - Employment type:
Full-time - Job function:
Customer Service and Sales - Industries:
Financial Services, Research Services, and Market Research - Location:
New York, NY
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×