Client Success Intern

WHO WE ARE Zeta Global (NYSE: ZETA) is an innovative AI-Powered Marketing Cloud that harnesses advanced artificial intelligence (AI) and vast consumer insights to empower marketers in acquiring, retaining, and expanding customer relationships efficiently. Our Zeta Marketing Platform (ZMP) aims to simplify sophisticated marketing through the unification of identity, intelligence, and omnichannel activation, leveraging one of the industry’s largest proprietary databases and AI capabilities. We enable our enterprise clients across various industries to personalize consumer experiences at an individual level, enhancing the effectiveness of their marketing initiatives. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with offices around the globe. To learn more, visit www.zetaglobal.com. THE ROLE The Senior Client Success Manager – Programmatic is a dynamic, client-facing position responsible for overseeing the comprehensive success of a portfolio of strategic programmatic accounts. In this role, you will act as the primary client liaison, operational expert, and strategic ally, managing live campaigns, directing client communications, and driving performance, retention, and growth. This position demands robust programmatic expertise, sound judgment, and the capability to work autonomously while fostering close collaboration with Sales, Analytics, and Operations teams. This is a hybrid position based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns end-to-end across multiple accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing clear insights and recommendations linked to business outcomes. Act as the technical owner of campaign execution, collaborating closely with Operations to ensure proper setup, effective optimization, and alignment with strategic goals (targeting, pacing, QA, troubleshooting). Leverage a deep understanding of DSP functionality and optimization levers to guide setup decisions, troubleshoot issues, and drive performance enhancements. Generate client-ready reporting and performance insights in conjunction with Analytics. Proactively identify and facilitate upsell, cross-sell, and renewal opportunities in partnership with Sales. Collaborate cross-functionally to address issues, drive improvements, and enhance client satisfaction.

At January, we are dedicated to revolutionizing consumer finance by infusing humanity into every interaction. Our innovative, data-driven solutions empower financial institutions to enhance their collections processes, providing borrowers with clear, compassionate pathways to regain control over their financial futures. We are not just increasing access to credit; we are restoring dignity and affording millions the opportunity to achieve true financial independence.About the RoleAs the Senior Client Success Manager, you will play a pivotal role in transforming client relationships into a key competitive advantage for January. Your responsibility will extend beyond mere account retention; you will extract invaluable insights that will inform our product development and client service strategies. You will manage 5-7 strategic accounts that present significant potential along with operational challenges. Your goal is to establish scalable client management systems that maintain a personal touch, transition our approach from reactive to proactive, and create a framework that converts client feedback into actionable product decisions and market intelligence.Collaborating closely with Operations, Product, Compliance, and Sales teams, you will tackle complex issues swiftly, identify patterns that might go unnoticed, and uncover expansion opportunities before they are articulated by clients. You thrive on challenging conversations, master the art of precise communication—whether it's de-escalating issues or crafting replicable playbooks—and excel at prioritizing conflicting demands.What You'll DoServe as the primary relationship steward for strategic accounts, proactively anticipating client needs and fostering trust through transparency in both success and crisis.Detect patterns within your portfolio of accounts, functioning as an intelligence resource for Product and Account Management by translating frontline insights into product roadmap strategies and identifying growth opportunities.Lead monthly performance reviews that provide clients with new insights, advancing from mere reporting to diagnosing root causes and proposing data-driven solutions.Manage audit processes from start to finish with impeccable attention to deadlines, swiftly resolving complex issues with clarity.Transform individual client successes into standardized playbooks and collaborate with Client Operations to address systemic friction points.Document successful strategies and enhance team performance through knowledge sharing and scalable processes.What We're Looking ForA minimum of 4 years of experience in high-touch B2B client success, strategic account management, or consulting with enterprise clients: ...

ABOUT US Zeta Global (NYSE: ZETA) is a cutting-edge AI-Driven Marketing Cloud that harnesses the power of advanced artificial intelligence (AI) and massive consumer data to streamline the marketing process, enabling marketers to efficiently acquire, nurture, and retain customers. Our Zeta Marketing Platform (ZMP) is designed to simplify complex marketing tasks by integrating identity, intelligence, and omnichannel activation into a unified solution, bolstered by one of the industry's largest proprietary databases and AI capabilities. Our diverse enterprise clients are empowered to create highly personalized experiences, leading to enhanced marketing outcomes. Founded in 2007 by David A. Steinberg and John Sculley, our headquarters is located in New York City, with a global presence. Discover more at www.zetaglobal.com. POSITION OVERVIEW The Senior Client Success Manager - Programmatic is a pivotal, client-facing role responsible for ensuring the comprehensive success of a portfolio of strategic programmatic accounts. You will act as the primary point of contact for clients, demonstrating operational expertise and strategic insight while managing live campaigns, overseeing client communications, and driving performance, retention, and growth. Success in this role requires a strong background in programmatic advertising, sound judgment, and the ability to work independently while collaborating effectively with the Sales, Analytics, and Operations teams. This is a hybrid role based in New York City, requiring three days per week in the office. KEY RESPONSIBILITIES Oversee and manage more than 10 active programmatic campaigns from inception to completion across various accounts. Lead all client communications, including status updates, quarterly business reviews (QBRs), and escalations, delivering clear insights and recommendations aligned with business objectives. Act as the technical lead for campaign execution, closely collaborating with the Operations team to ensure campaigns are set up accurately, optimized effectively, and aligned with strategic goals (including targeting, pacing, quality assurance, and troubleshooting). Utilize an in-depth understanding of Demand-Side Platform (DSP) functionalities and optimization strategies to guide campaign setup, troubleshoot issues, and enhance performance. Provide client-ready reporting and performance analytics in partnership with the Analytics team. Identify and nurture opportunities for upselling, cross-selling, and contract renewals in conjunction with the Sales team. Collaborate across departments to resolve issues and bolster campaign performance.

About UsAddepar is a leading global data and AI platform designed to empower investment professionals in transforming intricate financial data into actionable insights. Our platform consolidates portfolio, market, and client information into a comprehensive view, delivering AI-driven insights seamlessly integrated into investment and client workflows. Trusted by over 1,400 firms across nearly 60 countries, Addepar manages an impressive $9 trillion in assets. Our open platform collaborates with nearly 650 software, data, and consulting partners, enabling efficient investment operations for organizations of every size and complexity. With offices located in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo, we are dedicated to supporting our clients worldwide.The OpportunityThe Client Success Management (CSM) team at Addepar is responsible for the entire post-sales journey, ensuring that our clients derive maximum value from our platform. As a trusted advisor, you will develop a profound understanding of each client's business—encompassing their strategy, services, team dynamics, and technology—to assist them in achieving their objectives and fully utilizing Addepar's solutions.As a member of the CESM Enterprise Team, you will manage our largest and most complex clients, including global banks, private institutions, regional banks, wirehouses, and broker-dealers. Your role will involve providing strategic insights, nurturing strong partnerships, and spearheading engagement initiatives to drive client adoption, retention, renewals, and revenue growth, thus playing a crucial role in Addepar's expansion.In this position, you will leverage your sales acumen and technical expertise to conduct impactful client presentations and demonstrations, effectively communicating Addepar's value proposition while aligning our capabilities with client needs and business goals. Collaborating across various departments, you will identify opportunities to enhance engagement, accelerate adoption, and create and implement data-driven strategies to foster new annual recurring revenue for Addepar.Furthermore, you will facilitate change management, implement best practices, and optimize the use of our platform. Acting as an advocate for our clients, you will ensure an exceptional experience while gathering insights that will inform the development of the next generation of client-focused solutions at Addepar.

WHO WE ARE Zeta Global (NYSE: ZETA) is at the forefront of AI-driven marketing solutions, harnessing cutting-edge artificial intelligence and massive consumer data to empower marketers in acquiring, nurturing, and retaining customers with unmatched efficiency. Our flagship Zeta Marketing Platform (ZMP) simplifies complex marketing strategies by integrating identity, intelligence, and omnichannel activation into one cohesive platform, backed by one of the industry's most extensive proprietary databases. Founded in 2007 by visionaries David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City, with a global presence. To discover more, visit www.zetaglobal.com. THE ROLE As a Senior Client Success Manager - Programmatic, you will take the lead in ensuring the success of a diverse portfolio of strategic programmatic accounts. This hands-on, client-facing position involves managing live campaigns, spearheading client communications, and driving performance, retention, and growth. Your expertise in programmatic advertising, strong judgment, and ability to work independently while collaborating with Sales, Analytics, and Operations are crucial to your success. This is a hybrid role based in New York City (3 days/week). RESPONSIBILITIES Oversee and manage 10+ active programmatic campaigns from inception to completion across various accounts. Lead all client communications, including status calls, quarterly business reviews (QBRs), and escalations, providing insightful recommendations aligned with business outcomes. Act as the technical authority on campaign execution, working closely with Operations to ensure campaigns are optimally set up, aligned with strategy, and effectively troubleshooting any issues. Utilize your deep understanding of DSP functionality and optimization techniques to inform setup decisions and enhance performance. Deliver comprehensive, client-ready reporting and performance insights in partnership with the Analytics team. Identify and support opportunities for upselling, cross-selling, and renewals in collaboration with the Sales team. Work cross-functionally to resolve challenges, enhance performance, and ensure a high-quality client experience.

WHO WE AREZeta Global (NYSE: ZETA) is at the forefront of AI-driven marketing solutions, utilizing cutting-edge artificial intelligence and extensive consumer insights to empower marketers in acquiring, nurturing, and retaining customers with unparalleled efficiency. Through the Zeta Marketing Platform (ZMP), we strive to simplify complex marketing processes by integrating identity, intelligence, and omnichannel activation into a cohesive platform, supported by one of the industry's most expansive proprietary databases. Our enterprise clients, spanning various sectors, are equipped to deliver personalized customer experiences across all channels, enhancing the effectiveness of their marketing strategies. Founded in 2007 by David A. Steinberg and John Sculley, Zeta Global is headquartered in New York City with a global presence. Discover more at www.zetaglobal.com.THE ROLEAs the Senior Client Success Manager – Programmatic, you will play a pivotal role in managing a portfolio of strategic programmatic accounts. This hands-on, client-facing position involves overseeing the entire lifecycle of programmatic campaigns, serving as the primary point of contact for clients, and acting as a key operational and strategic partner. Your responsibilities will include managing live campaigns, facilitating client communications, and driving performance improvements to foster retention and growth.To succeed in this role, you must possess strong programmatic expertise, sound judgment, and the capability to work independently while closely collaborating with Sales, Analytics, and Operations teams.This is a hybrid position based in New York City (3 days/week).

About UsWelcome to Sunset, a rapidly expanding tech startup dedicated to assisting venture-backed companies in a smooth and dignified wind-down process. As your all-in-one solution for dissolutions, we manage all legal, tax, and operational tasks associated with shutting down.In just two years, we have successfully guided hundreds of startups through their closure, generating significant revenue and securing $5.5 million in funding from some of the industry's leading entrepreneurs and investors to enhance our mission of supporting founders as they transition to their next venture.Our dynamic team is located in Brooklyn, NY, and we’re eager for you to become a part of our journey! Learn more about Sunset here.About the RoleAs part of our ongoing expansion, Sunset is looking for an enthusiastic Client Success Manager based in New York City (or open to relocation), who will report directly to the Director of Client Success. In this pivotal role, you will play a dual function: providing proactive support to clients throughout the dissolution process and assisting with essential tasks such as dissolution filings and capital redistribution to investors.As a Client Success Manager, you will oversee a dedicated portfolio of clients through every phase of their company's wind-down journey. This hands-on role merges client support with in-depth operational execution, where your success will be evaluated based on speed, precision, and client trust, rather than revenue or renewals.This position is integral to Sunset’s client success operations, with opportunities for advancement into senior individual contributor or team leadership roles as the company grows.About YouYou excel at organization and are adept at planning and prioritizing tasks to ensure that no issues are overlooked, deadlines are consistently met, and clients receive an exceptional experience.You thrive on interpersonal interactions; engaging with clients over the phone and developing strong relationships is your forte.You possess empathy, establishing genuine connections with customers to reassure them during one of the most challenging times in a founder’s journey.You are comfortable making judgment calls and advancing work despite ambiguity and high-stress situations.

Join dorsia as the Head of Client Success, where you will lead our efforts to enhance client satisfaction and drive success for our valued customers. You will be responsible for developing strategic initiatives, managing client relationships, and ensuring the delivery of exceptional service.

About RebarRebar is revolutionizing the operating system for commercial HVAC, electrical, and plumbing suppliers and subcontractors. In just one year, our V1 quoting product has achieved remarkable success, facilitating thousands of quotes weekly, doubling revenue shortly into 2026, and securing adoption from many top suppliers across North America. With a recent $14M Series A funding led by prominent investors in construction technology, we are poised for significant growth and are seeking a Client Success Manager to drive our client success initiatives.In this role, you will collaborate closely with the Client Success, Product, and Sales teams to enhance client experiences and establish systems that define Rebar’s service. Our mission is to transform the $250B HVAC industry using AI-driven software, an area that remains largely untapped by modern solutions. This is an exceptional opportunity to be part of our early-stage growth.The Role: Client Success Manager (Post-Implementation & Growth)This role transcends the traditional definition of a CSM.Our Implementation team handles onboarding, and we are in search of an industry-savvy professional to take the reins of the client relationship after the initial handoff—focusing on driving adoption, resolving daily challenges, and ensuring clients extract real value from Rebar within their workflows.You will act as a hybrid of operator, problem-solver, and essential feedback conduit for our product. By working closely with clients and coordinating with the CS team, Sales, Product, and Engineering, you will ensure our software is optimized for real-world application and continually evolves.This position is characterized by high intensity, significant ownership, and substantial potential. If you prefer a structured, low-pressure CSM role, this position may not be suitable for you.What You’ll DoOversee client relationships post-implementation, ensuring ongoing success from initial handoff to long-term engagement.Serve as the primary liaison for clients while managing a book of business.Promote product adoption, ensuring clients maximize their use of Rebar in their operations.Address real-time issues and maintain clients' workflow continuity.Forge strong relationships with stakeholders across client organizations, from operational staff to leadership levels.Identify opportunities for account growth, increased usage, and renewals.Manage risks proactively through outreach and effective escalation strategies.Collaborate closely with Product and Engineering teams to relay client feedback and enhance the platform.Maintain CRM, client communications, and ticketing systems to track client interactions.

Job Title: Director of Client SuccessLocation: New York, NY or Atlanta, GA; Remote options availableAbout Us:At ClarityPay, we are on a mission to revolutionize the point-of-sale credit landscape, delivering unparalleled value to merchants. With offices in both NYC and Atlanta, our rapidly expanding fintech company equips large merchants with customizable “Pay-Over-Time” solutions, including monthly installment plans, Buy Now Pay Later (BNPL), and revolving credit products. We tackle complex credit challenges with agility, precision, and smart technology to ensure optimal outcomes for our partners.Our clients depend on us to enhance their customer service, foster growth, and cultivate loyalty. Our core values—merchant-first mentality, data-driven insights, a commitment to understanding the 'why', relentless learning, and teamwork—drive our dedication to providing outstanding customer experiences at both speed and scale.Role Overview:We are looking for a dynamic Director of Client Success to oversee a portfolio of clients, fostering success and advocacy for ClarityPay. This role entails onboarding clients and managing daily program operations. You will strengthen client relationships, drive performance to meet objectives, tackle critical issues, and ensure overall client satisfaction. Alignment of client expectations will be your priority as you work towards achieving shared goals. Analyzing data and feedback will be essential for identifying improvement opportunities and executing them effectively. Collaboration with cross-functional teams, including Business Development, Marketing, Product, Operations, Risk, Finance, and Legal, will be key.Key Responsibilities:Act as the primary liaison, facilitating communication between clients (merchants, service providers, and platforms) and internal teams (e.g., Product, Operations, Legal).Lead the client implementation work plan, ensuring a smooth transition in partnership with Business Development and internal teams (e.g., Product, Compliance, Marketing, Risk, Operations, and Finance) and client representatives.Set clear performance expectations with clients and internal stakeholders, track progress, and report outcomes.Continuously monitor and assess performance and customer experience metrics.Create growth and success strategies, identify opportunities for improvement, present analytical insights, and ensure program performance aligns with overall strategy.Manage day-to-day client inquiries and challenges to enhance client satisfaction.

Overview: Join Guidepoint and be a key player in our success. Guidepoint is in search of a dynamic and entrepreneurial Client Success Manager to lead the strategy for our Insights expert call and transcript library product tailored for our Corporate Healthcare or Institutional Investment/Equity clients. In this pivotal role, you will act as a bridge between our clients and sales teams, driving engagement and revenue growth for our expanding Insights product line. Utilizing your strong CRM skills, exceptional organizational capabilities, and meticulous attention to detail, you will collaborate across departments to maximize product usage among active trials and subscribing clients. This highly visible role will involve close collaboration with Insights group heads to devise strategic plans aimed at enhancing client engagement and retention. This is a hybrid role based in New York City.

UpClear is a leading provider of SaaS revenue management software utilized by some of the most renowned consumer goods brands globally. Our platform encompasses Trade Promotion Management, Trade Promotion Optimization, Integrated Business Planning, and Revenue Management.With a client base exceeding 80 brands across more than 30 countries, our growth trajectory is impressive and unwavering; we have proudly featured on the Inc 5000 list of the fastest-growing private companies for nine consecutive years.Headquartered in the vibrant New York City, we also have international offices in London, Paris, and Singapore.Note: This position necessitates four days of on-site collaboration each week at our office located on West 22nd Street in New York City.

About UsAt Verve, we have revolutionized the advertising landscape by creating a more efficient and privacy-centric approach to purchasing and monetizing ads. Our innovative ecosystem integrates demand and supply technologies, leveraging data, media, and technology to drive growth and outcomes for advertisers and publishers alike—regardless of the screen or location. With 30 offices worldwide and a commitment to serving visionary advertising clients, Verve is a trusted partner for over 90 of the top 100 U.S. advertisers, 4,000 global publishers, and leading demand-side platforms. Discover more about us at www.verve.com.Your RoleWe are seeking a client-oriented, data-driven professional with extensive knowledge of the programmatic advertising ecosystem. If you excel at transforming complex challenges into practical solutions and are passionate about delivering exceptional client experiences, you will thrive in this role. Familiarity with Demand-Side Platforms (DSPs), mobile programmatic advertising, and campaign analytics is crucial. A proactive and collaborative approach to client relationships and teamwork is essential.

Join superdial as a Senior Customer Success Manager, where you will be the key player for your assigned accounts, driving communication, nurturing relationships, and ensuring that every customer maximizes the value of our innovative platform. You will oversee customer interactions from start to finish, balancing proactive outreach with responsive support, while significantly contributing to the scalability of our Customer Success function.This role is an exciting mix of relationship management, analytical problem-solving, and process optimization. You will excel in this position if you possess a consultative mindset, can bring clarity to ambiguous situations, bridge the gap between technical and non-technical discussions, and transform complex challenges into straightforward, actionable strategies.About the Role:Own customer relationships: Conduct meetings autonomously, establish clear next steps, and build trust at all organizational levels of the client.Drive renewals and expansion: Identify churn risks, pursue upsell opportunities, and actively enhance net revenue retention (NRR).Act as the quarterback for your accounts: Collaborate with Product, Engineering, and Operations to ensure seamless execution and swift issue resolution.Bridge business and technical conversations: Grasp customer objectives, technical contexts, and constraints, translating effectively between stakeholders.Bring structure to unstructured environments: Develop repeatable processes and documentation to enhance predictability and scalability in customer management.Leverage data and insights: Employ a quantitative, analytical approach to uncover trends, risks, and opportunities within your portfolio.Collaborate cross-functionally: Work alongside internal teams to gather customer feedback, advocate for product enhancements, and improve overall experiences.Travel occasionally: Engage with customers or participate in industry events as required.What Success Looks LikeClients regard you as a trusted advisor who delivers results.Renewals and upsells contribute to flourishing account growth.You consistently maintain insight into customer health and engagement.The Customer Success team operates more effectively due to the structure and clarity you provide.

About the Role videa.ai is looking for a Customer Success Manager to help clients get the most from our solutions. This role works directly with customers to understand their goals and support their use of our products. What You Will Do Work closely with clients to identify their needs and objectives Guide customers through onboarding and adoption of videa.ai services Support clients as they use our solutions to reach their business goals Help maintain strong relationships that encourage satisfaction and retention Location NYC, Boston, or remote

As a Customer Success Manager for Industries at Anthropic, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative AI technologies. You will work closely with customers to understand their objectives, provide strategic insights, and ensure they derive maximum value from our solutions.Your responsibilities will include onboarding new clients, conducting regular check-ins, and proactively addressing any challenges they may face. You will act as the primary point of contact for customer inquiries and collaborate with cross-functional teams to enhance the overall customer experience.

Join David Energy as a Customer Success Manager and play a pivotal role in enhancing customer satisfaction and loyalty. Your primary responsibility will be to ensure our clients achieve their desired outcomes while using our services. You will be the bridge between our customers and our internal teams, advocating for their needs and driving improvements.Key responsibilities include onboarding new clients, providing product training, and analyzing customer feedback to enhance service quality. You will also develop long-term relationships with clients, ensuring they are engaged and satisfied with our solutions.

As a Customer Success Manager at plot, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative solutions. You will be the voice of the customer, working closely with them to understand their needs, address their concerns, and drive product adoption. Your proactive approach will help foster long-lasting relationships and contribute to our clients' success.

Overview: Join Guidepoint's mission to drive success in healthcare. Guidepoint is looking for a dynamic and entrepreneurial professional to lead our Insights expert call and transcript library initiatives for our Corporate Healthcare clientele. As a key liaison between clients and our sales team, you will be instrumental in enhancing engagement and facilitating revenue growth within our expanding Insights product suite. Utilizing your strong CRM capabilities, exceptional organization, and meticulous attention to detail, you will collaborate across departments to optimize engagement among our active trial participants and current subscribers. This prominent role will require close cooperation with the Insights group leaders to create strategic plans that boost client engagement and retention. This position offers a hybrid work arrangement based in New York City. Key Responsibilities: Act as a champion for the Insights product among corporate healthcare clients, cultivating multifaceted relationships with key stakeholders. Create tailored engagement strategies for each client based on their therapeutic interests, ongoing clinical trials, and competitive landscape to effectively promote Insights content. Proactively drive client engagement through targeted outreach efforts, including direct emails, product demonstrations, and both virtual and in-person meetings. Collaborate with the sales team to ensure timely contract renewals and identify upsell opportunities. Gather valuable feedback and insights from clients to guide product development, marketing initiatives, and sales strategies.