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Senior Customer Success Manager

1 month ago
United States
Full-time
Senior
Customer Success Manager
Customer and Technical Support
AWS Confluence CRM JIRA Salesforce
Apply Now
Honda Ridgeline Owners Club Forums

Honda Ridgeline Owners Club Forums

Honda Ridgeline Owners Club Forums is a forum community for Honda Ridgeline owners to discuss reviews, accessories, performance, care, mods, and more.

Professional Services
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Description

  • Build trusted relationships with investment and wealth management clients to support product adoption, satisfaction, and long-term partnership.
  • Guide customers through pre-implementation readiness and onboarding coordination to ensure successful deployment and rapid time-to-value.
  • Develop and execute account plans aligned to customer business objectives and product capabilities.
  • Drive product adoption and user enablement through training sessions, workshops, and strategic guidance.
  • Identify and pursue revenue expansion opportunities through upsell, cross-sell, and increased platform utilization.
  • Manage renewal cycles and retention strategies while maintaining strong customer sentiment and engagement.
  • Partner with Sales, Product, Support, and other Customer Experience teams to resolve issues and remove adoption barriers.
  • Advocate for customer needs by translating feedback and enhancement requests into actionable internal insights.
  • Coordinate customer reference programs, case studies, and community participation to support go-to-market efforts.
  • Leverage data and AI-enabled tools to monitor customer health, analyze adoption trends, and proactively address risks and opportunities.

Requirements

  • 4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or a similar customer-facing role.
  • Working knowledge of financial markets and the institutional/HNW investment lifecycle, with experience in front, middle, and/or back office workflows such as CRM, portfolio management, trading, reconciliation, data management, reporting, or billing.
  • Practical understanding of common institutional investment products and security types, including equities, funds, fixed income, structured products, derivatives, private assets, and FX.
  • 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 startup 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 improve 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 cutting-edge technologies while building expertise in a business domain or problem space.
  • Ability to work in the United States without employer sponsorship.
  • Experience working with or for investment management software providers.
  • Comfort working with Excel, Slack, Jira, Confluence, Salesforce, and Pendo.
  • Basic understanding of AWS, APIs, and public cloud infrastructure.
  • Progress toward or completion of certifications such as CFA or CAIA.
  • Experience contributing to customer community programs, events, or advocacy initiatives.

Benefits

  • Typical starting OTE of $104,000 to $130,000, with a higher range of $114,000 to $143,000 in select locations including the San Francisco Bay Area and New York City metro area.
  • Participation in Ridgeline’s Company Stock Plan, subject to the applicable Stock Option Agreement.
  • Unlimited vacation.
  • Educational reimbursements.
  • Wellness reimbursements.
  • $0 cost employee insurance plans.
  • Career advancement opportunities and the ability to make a direct impact on the product.

Interested in this position?

Apply directly on the company website

Apply Now

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