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Senior Customer Success Manager

1 day, 17 hours ago
United States
Full-time
Senior
Customer Success Manager
Customer and Technical Support
AWS Confluence CRM JIRA Salesforce
Apply Now
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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
View All Jobs 18

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 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

  • 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, financial markets and the institutional/HNW investment lifecycle.
  • Demonstrated experience with 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.
  • 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 enhance productivity and customer engagement.
  • Ability to collaborate cross-functionally with GTM, product, and CX teams.
  • Experience with investment management software providers is a plus.
  • Comfortable working with Excel, Slack, Jira, Confluence, Salesforce, and Pendo is a plus.
  • Basic understanding of AWS, APIs, and public cloud infrastructure is a plus.
  • Progress toward or completion of CFA or CAIA certifications is a plus.
  • Work authorization in the United States without employer sponsorship is required.

Benefits

  • Starting OTE of $104,000 to $130,000, with $114,000 to $143,000 OTE in select locations including the San Francisco Bay Area and New York City Metro Area.
  • Company stock plan subject to the applicable Stock Option Agreement.
  • Unlimited vacation.
  • Educational reimbursement.
  • Wellness reimbursement.
  • $0 cost employee insurance plans.
  • Opportunities for advancement and impact on the product.
  • Flexible, collaborative, and growth-oriented work culture.

Interested in this position?

Apply directly on the company website

Apply Now

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