Empowering lasting investor relationships in the private markets.
Customer Success Manager
Location
United States
Posted
141 days ago
Salary
Not specified
Job Description
Job Requirements
- 2–5 years of experience in Customer Success, Account Management, or Implementation within a B2B SaaS company.
- Proven track record of owning renewals, driving adoption, and growing revenue across a portfolio of accounts.
- Excellent communication and relationship management skills, with the ability to influence senior stakeholders.
- Strong analytical, problem-solving, and organizational abilities.
- Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment.
- Experience collaborating cross-functionally with Sales, Product, and Engineering teams.
- Preferred: Experience in Private Markets, Financial Technology, or Legal Technology.
- Exposure to white-glove, enterprise-level client models.
- Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce).
- Startup or high-growth SaaS experience.
Benefits
- Flexible work arrangements
- Professional development
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