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Experience
Qualifications
Proven experience in customer success or account management, preferably in a technology-driven environment. Strong communication and interpersonal skills, with a knack for building lasting relationships. Ability to analyze customer data and provide insightful recommendations to improve user engagement and satisfaction. Familiarity with AI technologies and their applications in various industries is a plus. Exceptional problem-solving skills and a proactive mindset.
About the job
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.
About Anthropic
Anthropic is a pioneering AI research company focused on developing friendly AI systems that empower people and organizations. We are committed to advancing AI technologies while prioritizing safety and ethical considerations. Our team is composed of talented individuals passionate about creating a positive impact through technology.
About UsDorsia stands at the cutting edge of hospitality technology, transforming access to the most sought-after restaurants, events, and experiences worldwide. By integrating innovative technology with the essence of luxury hospitality, we enable our members to obtain exclusive reservations while granting operators unparalleled control, visibility, and opportunities for revenue enhancement.As a rapidly expanding startup, backed by over $50 million from prominent investors including Index Ventures and strategic industry partners like Major Food Group, Groot Hospitality, and Gracious Hospitality, we are on a mission to reshape the global hospitality scene. We are looking for exceptional talent to join us in driving our next growth phase.About the RoleDorsia is in search of a meticulous and service-oriented Client Success Intern to assist our Client Success Managers through Summer 2026. This role is pivotal in delivering an exceptional, proactive client experience from onboarding to ongoing engagement and retention.This position is perfect for individuals passionate about the fusion of hospitality, client experience, and operational excellence. You will thrive on creating streamlined systems, maintaining effective communication, and executing tasks with precision. This internship offers a unique vantage point into the operations of high-performing Client Success teams within a dynamic, high-touch environment and the opportunity to directly influence workflows that keep our clients engaged.What You’ll DoClient Success Support & Relationship ManagementCollaborate with Managers on account management and member-facing content and inventory.Assist in onboarding preparations and follow-through, including materials, timelines, tracking, and next steps.Support client communications through scheduling, reminders, and documentation of recaps.Maintain accurate internal notes and account context to ensure continuity across stakeholders.Client Health & Retention SupportMonitor client activity and flag potential risk signals such as low engagement or unresolved issues.Support retention workflows by tracking open items, ownership, and next steps.Organize client feedback and recurring themes to inform internal prioritization.Operational Excellence & Process ImprovementContribute to the refinement of operational processes to enhance overall efficiency.
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.
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.
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.
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: ...
Full-time|$110K/yr - $171K/yr|On-site|New York, NY
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.
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.
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 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.
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).
Full-time|$75K/yr - $75K/yr|Hybrid|New York, New York, United States
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.
Full-time|$80K/yr - $95K/yr|Hybrid|New York, New York, United States
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.
Full-time|$75K/yr - $75K/yr|Hybrid|New York, New York, United States
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.
Full-time|$110K/yr - $140K/yr|On-site|New York, New York, United States
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 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
Join Our Team as a Client Experience StrategistAt Arch, a cutting-edge Series B financial technology firm based in New York City, we are revolutionizing the management of private investments. Our innovative platform enhances accessibility and understanding, transforming the investing experience across diverse asset classes.Private investments—encompassing venture capital, hedge funds, and private equity—constitute approximately 25% of the investment landscape. Traditionally, managing these investments is burdensome, relying on cumbersome spreadsheets and disorganized files that lead to inefficiencies and errors. Arch addresses these challenges by consolidating data, documents, and insights into a singular platform. Our mission is to save our clients time and empower them to make informed investment decisions, ultimately yielding superior financial results.As a rapidly expanding team of over 200 professionals, we proudly serve more than 400 clients, including some of America's largest banks and financial institutions. Our growth trajectory has seen us more than double in size annually since our inception, and we are eager to bring on new talent across all departments as we continue to scale.Your RoleWe are on the lookout for a Client Experience Strategist to cultivate and enhance our client relationships. This pivotal role involves post-onboarding account management, ensuring that clients receive the highest standard of service and support. As one of our early team members, you will play a crucial part in shaping and expanding our Client Experience team as we extend our reach to new users.
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.
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.
About RebarRebar is at the forefront of revolutionizing the operational landscape for commercial HVAC, electrical, and plumbing suppliers and subcontractors. With our innovative V1 quoting product, we've achieved remarkable scalability, processing thousands of quotes weekly, and have doubled our revenue shortly after the start of 2026. Backed by a $14M Series A investment from top construction tech investors, we are poised for significant growth. Join us as we seek a Client Experience Leader to enhance our Client Success strategy.You will collaborate directly with the Client Success (CS), Product, and Sales teams to enrich client interactions and establish the systems that will shape Rebar’s customer experience. We are transforming the $250B HVAC industry with cutting-edge AI-driven software—an industry ready for modern advancements. This is your opportunity to be a pivotal part of our journey.The Role: Client Experience LeadAs our initial product gains traction and scales rapidly, our focus remains on delivering exceptional client support that has been fundamental to our success. With plans to onboard thousands of users in the next 1-2 years, we are looking for a Client Experience Lead to develop and expand a high-performance support function from scratch.Your role will encompass more than just addressing client concerns; you will architect the systems, processes, and team that provide this support. Working in close collaboration with the Client Success, Product, Engineering, and Sales teams, you will ensure our clients receive prompt, effective assistance while continuously refining the product based on user feedback.What You’ll DoLead and develop the client support function, including processes, systems, and team structure.Act as the primary escalation point for complex or high-priority client issues.Design and implement scalable support workflows utilizing ticketing and messaging systems, enhancing speed and coverage with AI tools and on-demand resources.Establish service level agreements (SLAs), response standards, and performance metrics.Utilize reporting and analytics to identify trends, gaps, and opportunities for enhancing the client experience.Work closely with Product and Engineering teams to prioritize issues, drive resolutions, and influence the product roadmap.Create feedback mechanisms between clients and internal teams to foster continuous improvement of the platform.Recruit, train, and oversee a growing support team over time.Ensure smooth transitions and alignment between Implementation, Support, and other departments.
Full-time|$80K/yr - $92K/yr|On-site|New York, New York, United States
About AlphaSense: AlphaSense is the trusted partner for the world's leading companies, enabling them to eliminate uncertainties in decision-making. Our innovative platform harnesses AI-driven market intelligence to deliver invaluable insights derived from trusted content sources, including equity research, company filings, event transcripts, expert calls, news, trade journals, and proprietary research. The recent acquisition of Tegus in 2024 enhances our collective mission of empowering professionals to make informed decisions with advanced AI-powered insights. Together, we aim to foster growth, innovate, and expand our content offerings, providing our users with access to an even broader array of insights from diverse content sets. Over 6,000 enterprise clients, including a significant portion of the S&P 500, place their trust in our platform. Established in 2011 and headquartered in New York City, AlphaSense boasts a global workforce of over 2,000 employees, with offices across the U.S., U.K., Finland, India, Singapore, Canada, and Ireland. We invite you to join our dynamic team!About The TeamThe Customer Success division consists of three specialized teams: pre-sales, customer success, and support. This organization is committed to ensuring clients derive maximum value from their investment in our platform, partnering closely with them to achieve significant outcomes and seamlessly integrate AlphaSense into their decision-making processes.By combining industry knowledge, product expertise, and an in-depth understanding of client needs, our team assists organizations in discovering new applications, accelerating platform adoption, and ensuring sustainable long-term growth. Their close collaboration with clients fosters a robust feedback loop, which informs product development, shapes content strategies, and guarantees that the evolving requirements of the financial services sector are consistently addressed by AlphaSense.About the RoleThe Customer Success Manager (CSM) role at AlphaSense is pivotal in ensuring our clients achieve tangible results from their investment in our platform. CSMs collaborate with Account Managers to streamline the customer journey, emphasizing robust product adoption and engagement. You will proactively monitor usage, adoption rates, and account health, while aligning AlphaSense with client objectives and integrating our platform into their daily workflows.
Dec 11, 2025
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