Customer Success Manager

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.

• 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