Senior Customer Success Manager

We are looking for a Senior Customer Success Manager to support our portfolio of investment and wealth management customers. The ideal candidate will have experience in customer success, SaaS account management, and the financial markets. They will be responsible for building trusted relationships with clients, guiding them through product adoption, and driving revenue expansion. The role requires a strong understanding of customer needs, a proactive approach to issue resolution, and excellent communication skills. The successful candidate will thrive in a fast-paced, dynamic environment and be comfortable working with AI-enabled tools and modern technologies.

Requirements

• 2-4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles
• Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle
• Practical understanding of common institutional investment products and security types
• Experience managing customer relationships and driving product adoption in a B2B SaaS environment
• Strong communication skills with the ability to engage both end users and executive stakeholders
• Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment
• Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes
• Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows—to enhance productivity and customer engagement
• Strong organizational skills and attention to detail when managing multiple accounts and initiatives
• Ability to collaborate cross-functionally with GTM, product, and CX teams
• Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space

Benefits

• Unlimited vacation
• Educational and wellness reimbursements
• Employee insurance plans