Customer Success Manager at plot | New York City

Join our dynamic team at Ascend Interplay, a premier multi-family office dedicated to exceptional member services. We are seeking a Client Success Director who excels in organization and prioritization, ensuring our client families receive top-notch, tailored solutions.The ideal candidate will proactively collaborate with internal investment and operations teams, addressing client needs and advancing our goals. A detail-oriented mindset, coupled with strong analytical and communication skills, is essential in our fast-paced, goal-oriented environment.As a Client Success Director, you will be the primary point of contact for family principals, ensuring a seamless connection between internal teams, vendors, and custodians to provide a high-touch, anticipatory client experience.

LOCATIONNew York, NY (hybrid work - required to be in office 2-3 days/week)ABOUT THE ROLEAt Ascend Interplay, we are a dynamic multi-family office dedicated to enhancing our member services team. We are seeking an exceptionally organized Client Success Associate who excels in prioritizing diverse tasks and projects. Collaborating closely with our investment and operations teams, you will address client needs and drive significant progress. Your proactive and detail-oriented approach will be pivotal in delivering customized solutions to our member families, leveraging your analytical and communication skills in a fast-paced, goal-oriented environment.WHAT YOU’LL DOProvide vital support to the member services team by coordinating with family principals, internal teams, vendors, and custodians to deliver an exceptional, high-touch experience that anticipates and surpasses client expectations.Facilitate solutions for member families across regular agenda items and special projects.Conduct research and develop relevant tax, estate planning, and insurance strategies, collaborating with domain experts as necessary.Work alongside the investment team to formulate and execute customized asset allocation and cash management plans.Assist in tracking investment performance and progress for both internal and external reporting.Aid in onboarding new families and enhancing our client service offerings.Ensure compliance with SEC guidelines to protect both the firm and its clients.WHO YOU AREA proactive self-starter eager to learn and achieve excellence.A versatile problem solver who embraces challenges and responsibilities.An organized multi-tasker capable of managing priorities and deadlines while upholding professionalism.An empathetic listener who fosters genuine, trust-based relationships with clients, recognizing their unique needs and constraints.A collaborative team player with strong interpersonal skills, open to constructive feedback.An effective communicator, confident in both verbal and written 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.

As the Program Director for the New York Chapter of Bluestar Families, you will play a pivotal role in leading and managing initiatives aimed at supporting military families. Your strategic vision and leadership will be essential in enhancing community engagement and fostering partnerships that further our mission. This remote position offers the flexibility to work from anywhere while making a significant impact in the lives of service members and their families.

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.

As a Client Success Manager at Madhive, you will play a pivotal role in ensuring our clients achieve their desired outcomes using our innovative solutions. You will be responsible for building strong relationships with clients, understanding their goals, and providing tailored support to help them succeed. Your expertise will help clients navigate our platform effectively, driving their satisfaction and loyalty. Join us to make a significant impact on our clients' success stories!

About UsAt Office Hours, we are a leading on-demand expert network that connects top-tier organizations with trusted experts across various fields of knowledge. Our experts benefit from monetizing their expertise through advisory roles, projects, and AI model training. We take care of the complex processes behind the scenes—such as screening, compliance, scheduling, and payment—allowing knowledge sharing to focus on delivering impactful insights.As a rapidly growing and profitable company, we are expanding our expert network and launching innovative products and offices, with our headquarters in San Francisco and additional locations in Brooklyn and Bangalore. Our clientele includes some of the fastest-growing names in digital health, technology, investment, consulting, and AI Labs, all supported by leading marketplace investors and operators from companies like DoorDash, Airbnb, and Affirm.Our VisionWe believe that human knowledge is the world’s most valuable asset. Despite our interconnectedness, much of this knowledge remains untapped and underutilized. Our mission is to make human knowledge easily accessible and scalable by crafting tools for the knowledge economy of the future.Role OverviewAs a Client Solutions Associate, you will be at the forefront of connecting our clients with the right experts. You will play a crucial role in expanding our network and enhancing our impact by facilitating qualitative interviews between clients and subject matter experts.This dynamic role demands a proactive approach and adaptability, with each day presenting new challenges. Strong client communication skills are essential as you work to refine processes that improve our service quality. Collaborating closely with our product and engineering teams, you will help translate client feedback into actionable product enhancements.We seek individuals who are eager to embrace the challenges and rewards of business growth while fostering a loyal user base.Key ResponsibilitiesAs a Client Solutions Associate, you can expect to engage in the following:Client-Expert Connections: Identify and match experts to clients for research interviews, maintaining ongoing communication to ensure successful connections and high client satisfaction.Project Management: Oversee your clients' research projects, ensuring they meet deadlines and quality standards.

Nexxen builds data-driven advertising technology for advertisers, agencies, publishers, and broadcasters around the world. Its platform includes a demand-side platform (DSP), a supply-side platform (SSP), and the Nexxen Data Platform, supporting advanced TV and digital advertising strategies. The company emphasizes customer centricity, curiosity, and open collaboration. Team members are encouraged to bring these values to their daily work as they help shape the future of advertising. Fraud Notice Nexxen never requests payment during the hiring process and does not endorse financial schemes. If you receive suspicious messages or requests claiming to be from Nexxen, contact infosec@nexxen.com to verify. More information is available at the Nexxen Fraud Alert and Notice. Role overview The Senior Client Success Manager oversees managed service campaign management and programmatic PMP deal execution for Nexxen’s clients. This position manages a portfolio of high-value advertiser relationships, focusing on long-term satisfaction, retention, and revenue growth. What you will do Serve as the main point of contact for clients, applying technical knowledge across Nexxen’s SSP, DMP, and deal infrastructure. Lead advanced campaign execution and provide actionable, data-driven insights. Work with internal teams to identify partnership opportunities and shape account strategies. Advise clients on investment decisions related to advertising campaigns and technology. Establish best practices for campaign management and deal execution. Mentor junior colleagues and help refine internal processes for greater efficiency and client impact. Location This role is based in New York.

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.

Join 3i Members as our Regional Director in New York CityAbout 3i Members: 3i Members is an exclusive and rapidly expanding community designed for family offices and private investors to share unique investment opportunities, insights, and connections. Our focus on alternative and off-market deal flows has facilitated nearly $1 billion in investments among our network of over 700 high net worth individuals since our inception. We foster an environment where our members can engage deeply in discussions about compelling investment strategies and opportunities.We are in search of a dynamic Regional Director to lead our New York City headquarters, ensuring our members gain the utmost value from their engagement with our platform.Key Responsibilities:Strategic Leadership: Develop and implement a tailored regional strategy that resonates with the unique needs of our New York members. Act as a representative voice for your members, driving initiatives that enhance engagement and growth.Member Integration: Oversee the onboarding process for new members, ensuring they seamlessly integrate into the 3i community and can leverage our resources from day one. Conduct regular check-ins to monitor member satisfaction and success.Facilitation of Opportunities: Connect members with valuable resources such as investment groups, curated events, and personalized introductions to maximize their investment potential.Collaboration with Investment Team: Serve as the liaison between members and our investment team, ensuring members are informed of relevant investment opportunities that align with their interests.Enhancing Member Experience: Actively work to ensure members have a positive experience, fostering loyalty and encouraging membership renewals.

Role overview The Family Engagement Officer at the City of New York works to strengthen relationships between families and local schools. This role centers on creating a welcoming environment where families feel included and well-informed about their children's education. What you will do Work closely with schools, community organizations, and families to support parental involvement. Design and carry out initiatives that help families participate more fully in their children's education. Provide families with information about resources available through the community and school system. Location This position is based in New York City.

Join our dynamic team at The Trade Desk as a Senior Client Service Director. In this pivotal role, you will lead a team dedicated to delivering exceptional client experiences on a global scale. Your expertise in client relations and strategic oversight will be crucial as you collaborate with cross-functional teams to drive success for our clients. You will play an instrumental role in shaping our service delivery strategy and enhancing client satisfaction.

Join Engine by Starling, where we are committed to collaborating with prominent banks worldwide that aspire to leverage our technology for rapid business growth.Engine, a division of Starling Bank, operates as a software-as-a-service (SaaS) provider, having evolved from the technology initially built to support Starling's operations. Our independent SaaS platform empowers banks and financial institutions globally, allowing them to access innovative digital features and streamline back-office processes, essential for achieving significant growth.As we expand our presence in North America, we are on the lookout for visionary leaders to join our team, nurture client relationships, and tailor our solutions to meet their needs.About Engine by StarlingEngine by Starling is revolutionizing the banking sector with our state-of-the-art core banking software. Our cloud-native SaaS platform, originally designed for Starling, now enables banks and financial institutions to modernize their operations and provide superior digital banking experiences.Headquartered in London with additional offices in Dublin, Sydney, and Dubai, we have recently established our East Coast headquarters in New York and expanded into Canada.Role OverviewWe are in search of an entrepreneurial and dynamic leader to spearhead the localization and implementation of Engine’s platform with North American clients. Your role will involve offering guidance on Engine’s capabilities, shaping our product for entry into the U.S. market, and playing a crucial part in Engine’s North American growth. You will contribute to expanding our client base in the region and collaborate closely with Product Management and Engineering teams to influence Engine’s product roadmap effectively.The Client Solutions Director will be an integral member of the North America leadership team, partnering with our President and global Client Solutions leadership to drive success.

Join our dynamic Client Services team at InfoSum, where we blend expertise in customer success, support, and solutions engineering to drive exceptional value for our clients. As a Customer Success Manager (CSM), you will play a pivotal role in empowering our clients to maximize their utilization of the InfoSum platform. Your efforts will ensure not only the effective use of our services but also facilitate regular feedback on client use cases to enhance our offerings.About the Customer Success Team:Our Customer Success team is dedicated to understanding and championing our clients’ needs. We focus on consulting clients regarding their 1PD strategies, platform usage, and fostering partnerships. By relaying essential client requirements and collaborating across departments, we aim to drive renewals, tackle platform challenges, facilitate upselling, and address legal queries, ensuring our clients receive the highest level of service.Role Overview:The CSM will be responsible for managing and expanding a diverse portfolio of both standard and strategic accounts. You will collaborate closely with client engineering, product operations, and commercial teams to implement various use cases. Your day-to-day interactions with clients will ensure they derive maximum value from the InfoSum platform, thus keeping them actively engaged. Your role will also involve upselling, renewing contracts, and beginning to demonstrate thought leadership within the organization.Key Responsibilities:Facilitate daily interactions with designated partners.Serve as the primary advocate for clients, navigating internal processes at InfoSum and with clients to deliver optimal outcomes.Provide analytical insights and actionable recommendations to clients.Monitor performance metrics to ensure InfoSum is achieving the best possible outcomes for clients and their partners.Develop and implement go-to-market strategies for premium accounts with multiple use cases.Organize and execute quarterly business reviews and regular meetings.Maintain a systematic and organized account management process to oversee deadlines and seamlessly introduce new revenue initiatives.Undertake additional responsibilities as required by the business.

Role Overview cinder is looking for a Customer Success Manager in New York to strengthen client relationships and support customer satisfaction. This role centers on helping customers reach their goals with cinder’s products and ensuring they see real value from our services. What You Will Do Build and maintain strong connections with clients to understand their needs and objectives Guide customers through onboarding, making sure their experience is smooth and effective Collect and share customer feedback with internal teams to improve our offerings Encourage adoption of best practices to help customers succeed Promote customer loyalty by supporting ongoing engagement and satisfaction Location This position is based in New York.

About NevisNevis is pioneering the world’s first AI-driven wealth management platform, having achieved remarkable growth in just nine months. With over $50 billion in assets under management and projections to exceed $100 billion by year-end, Nevis is backed by top-tier investors, including Sequoia Capital, ICONIQ, and Ribbit, raising a total of $40 million. This positions Nevis among the most highly funded and rapidly expanding Series A startups in Europe.The RoleWe are in search of a dedicated Customer Success Manager who is passionate about fostering relationships with our clients and ensuring they fully embrace our innovative products. As the primary liaison between our Product team and the community of Registered Investment Advisors (RIAs) utilizing Nevis, you will collaborate with elite investment professionals to enhance their operational efficiency, allowing them to devote more time to their clients.Your responsibilities will also include creating a feedback loop that channels valuable insights from users to our internal teams. You will partner with a talented group of AI engineers, researchers, and designers to develop groundbreaking AI solutions in the wealth management sector.If you are genuinely enthusiastic about empowering individuals through sophisticated technology and derive satisfaction from quickly resolving challenges for others, you will thrive in this environment.What You’ll DoManage the relationship with Nevis’ daily users, overseeing their journey from onboarding to becoming power users.Develop processes and tools to track and enhance user engagement with our products.Conduct in-depth research by interacting directly with customers to identify how Nevis can better serve them.Guide customers in understanding and utilizing new products and features effectively.Gather, organize, and present insightful product feedback to pertinent stakeholders within our Product team.Provide timely and relevant insights to assist our founders and team members in prioritizing decisions across commercial strategy and product development.Who You AreYou possess 4+ years of experience in strategy consulting or a client-facing role.Strong communication skills, with the ability to build relationships and influence stakeholders.A passion for technology and its potential to transform client experiences.

Nexxen develops data-driven advertising technology for advertisers, agencies, publishers, and broadcasters. The platform brings together a demand-side platform (DSP) and a supply-side platform (SSP), all linked by the Nexxen Data Platform. The company’s culture is built on customer centricity, curiosity, and collaboration without ego. The team values hustle, commitment, and creative problem-solving. Important: Nexxen does not ask for payment or promote financial schemes during hiring. For any suspicious job postings or communications, contact infosec@nexxen.com to confirm authenticity. Role overview The Client Success Manager, based in New York, leads managed service campaign management and oversees programmatic PMP deal execution. This position serves as the main contact for a portfolio of advertiser relationships, working to improve satisfaction, retention, and growth. What you will do Oversee campaign management and execution for managed service and programmatic PMP deals Act as the primary contact for assigned advertisers Use technical knowledge across Nexxen’s product suite, including SSP, DMP, and deal infrastructure Analyze account performance and suggest new solutions Participate in the RFP process and identify upsell opportunities through reporting and measurable results Work closely with Strategic Sales, Ad Operations, and Supply teams to ensure campaigns and deals are set up and optimized effectively

At CompStak, we aspire to transform the commercial real estate landscape by providing unparalleled access to accurate and transparent market data. Our innovative platform enables users to access critical information effortlessly, fostering better and quicker transactions for all stakeholders in the industry. Location: Manhattan, New YorkHybrid Work Environment: Three days in the office, with flexibility for change We are seeking a dynamic and results-driven professional to join our Client Success team as a Client Success Manager. This pivotal role is designed for individuals who are passionate about enhancing client satisfaction and driving growth. As a Client Success Manager, you will be instrumental in ensuring our clients have exceptional experiences with CompStak by acting as their trusted advisor. Your responsibilities will include proactive account management, fostering customer satisfaction, and identifying opportunities for upselling, cross-selling, and renewing our suite of products and services. Become a vital part of our mission to bring transparency to the commercial real estate sector!