CSM - SPS.

Position: Client Success Manager
Compensation: $112k Base Salary ($145k OTE)
Location: New York, NY (Hybrid - 3 days in-office per week)

We are looking for a Client Success Manager to join one of our clients, a leading provider of business intelligence, data, and insights in the global asset management industry. The ideal candidate will have 5+ years of experience managing post-sale client relationships for SaaS products within the financial services or related sectors, with a strong focus on driving adoption, retention, and long-term client value.

Responsibilities:

• Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients.
• Understanding your clients' requirements and industry challenges and being their trusted advisor and post-sales success leader.
• Creating account-specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts.
• Ensuring full adoption of our products across your clients' organizations and maximizing value for them to secure year-on-year retention.
• Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success.
• Developing a thorough understanding of our solutions and the M&A/Private Equity landscape.

Requirements:

• Proven experience as a Relationship Management or Customer Success Professional with onboarding/implementation responsibilities with a SaaS provider - ideally with a finance focus.

• Excellent communication and interpersonal skills, with the ability to work closely with clients and cross-functional teams.
• Strong problem-solving skills and attention to detail.
• Prior knowledge of the M&A and Private Equity landscape is a big plus.

If this sounds like you, please click apply!

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