Anduin Transactions

Empowering lasting investor relationships in the private markets.

Customer Success Manager

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 51-200H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

141 days ago

Salary

Not specified

Bachelor Degree2 yrs expEnglish

Job Description

• Serve as the main point of contact from onboarding through renewal, ensuring a seamless and high-value customer experience. • Lead business reviews and strategic check-ins with senior stakeholders to align on goals, share product insights, and showcase ROI. • Proactively monitor account health using adoption and usage metrics; develop mitigation plans for at-risk accounts. • Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices. • Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines. • Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery. • Collaborate with Sales and Product to identify reference accounts, case studies, and product champions. • Leverage client feedback to influence product roadmap and prioritize key enhancements. • Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions. • Document learnings and process improvements to support scalability and operational excellence across the CS organization. • Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction. • Partner with Marketing and Sales to identify expansion opportunities and promote client success stories. • Customers actively use Anduin’s products across core workflows, achieving measurable value and operational efficiency. • Consistently achieve renewal targets and maintain a low churn rate within your book of business. • Surface and close opportunities for cross-sell and upsell, collaborating with Sales to drive incremental revenue growth. • Maintain healthy customer health scores and deliver exceptional client satisfaction (CSAT/NPS). • Anticipate risks, communicate effectively, and rally cross-functional resources to resolve challenges quickly. • Earn the trust of senior stakeholders by demonstrating deep understanding of their business and influencing long-term roadmap alignment. • Contribute to internal knowledge-sharing, playbook development, and scalable CS practices that elevate the entire team.

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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