Customer Success Manager (B2B SaaS/Financial Markets)

Customer Success Manager (B2B SaaS/Financial Markets) We're seeking a driven Customer Success Manager to join our growing team, focused on ensuring clients achieve maximum value from our solutions. This is an exciting opportunity to work with B2B SaaS customers in the private equity, financial services, or capital markets sectors. Base pay range $130,000 – $140,000 base + double OTE Key Responsibilities Own the customer lifecycle from onboarding to renewal, ensuring clients meet their business objectives Develop and execute structured Customer Success plans with measurable outcomes Serve as a trusted advisor to clients, providing insights and guidance tailored to their goals Collaborate with sales, product, and operations teams to advocate for clients' needs Identify opportunities to expand relationships and drive account growth Candidate Profile 3+ years in a Customer Success role, ideally in B2B SaaS Experience working with private equity, financial, or capital markets clients Strategic thinker with a methodical approach to customer success processes Strong communicator, comfortable engaging with all levels internally and externally Thrives in a fast-paced, dynamic environment with resilience and collaborative spirit Why This Role Matters Our Customer Success Managers are the backbone of client satisfaction and growth. If you are passionate about delivering measurable value, building strong relationships, and shaping client success strategies, this role offers an exceptional platform to excel and influence. Location New York, United States Seniority level Mid-Senior level Employment type Full-time Job function Customer Service and Sales Industries Financial Services, Venture Capital and Private Equity Principals, and Capital Markets