Client Success Manager at UpClear | 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 UpClear as a Client Delivery ManagerUpClear is a leading provider of innovative software solutions tailored for dynamic Consumer Goods brands. Our flagship software, BluePlanner, empowers businesses to streamline their planning and analysis processes related to volume, revenue, and trade promotions. We proudly support clients across various growth stages in regions including America, Europe, and Asia.Our remarkable growth trajectory has earned us a spot on the Inc 5000 list of the fastest-growing private companies for nine consecutive years. With our global headquarters based in New York City and additional offices in London, Paris, and Singapore, we are on an exciting journey of expansion.This position requires in-person collaboration four days a week at our West 22nd Street office in New York City. Commuting to the office is essential.Why Choose UpClear?Enhance your SaaS consulting and implementation skills, particularly in the CPG/Retail sector.Seize opportunities for professional growth in technical areas as well as strategy, marketing, and sales.Be part of a startup-like environment with a global footprint.About the RoleAs the Client Delivery Manager, you will be an integral member of UpClear's global Delivery team. Your primary focus will be to work closely with new clients, primarily in the US, to implement our SaaS solutions and provide project management support to our existing client base. This role involves creating and overseeing project plans, conducting discovery workshops to identify client requirements, managing project communications, and coordinating with our technical Solutions team. Occasional travel (less than 10%) to client locations for discovery, design, and training sessions will be necessary, while the majority of your work will take place in the office.As you grow with the company, you will have the chance to advance your expertise in BluePlanner and enhance your project management skills.Key ResponsibilitiesOversee the complete delivery of Trade Promotion Management software implementations, from scoping and design to deployment and post-launch support, including managing integrations with third-party systems.Act as the main point of contact between CPG business stakeholders and technical delivery teams, translating business needs into actionable strategies.Manage multiple concurrent projects, including large-scale enterprise implementations with diverse stakeholder groups and complex system integrations.Identify upselling opportunities to enhance client value and drive growth for UpClear.Develop extensive functional expertise across BluePlanner modules and features.Foster strong client relationships by understanding their business needs and motivations.

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.

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 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 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 PhoebePhoebe is revolutionizing the home healthcare landscape across America, serving as a vital coordination layer for one of the nation's largest labor markets.We are dedicated to creating AI-driven teammates for home care and health agencies, starting with the crucial, high-volume scheduling workflows that are currently inefficient and outdated.About the RoleWith our scheduling agents achieving remarkable success, growing from $0 to $1 million in just a few months, we are on the lookout for a dedicated Customer Success Manager. This role is essential in ensuring our expanding client base derives significant and enduring value from our offerings.You will oversee the entire post-sale relationship, guiding clients from implementation to ongoing success. This includes leading kickoff calls, conducting training sessions, and maintaining regular check-ins to gather feedback and ensure customers feel thoroughly supported throughout their journey.This foundational position at Phoebe means you will serve as the voice of the customer, translating feedback into actionable insights for our product, engineering, and go-to-market teams. The insights you provide will directly influence our future developments.As Phoebe grows, so will your responsibilities and the impact you have on our success.

What We DoAt Rillet, we empower accounting and finance teams to excel. Our clients are the financial strategists of their organizations, and our mission is to enhance their numerical operations with unparalleled speed, precision, and insight.As an AI-driven ERP solution, Rillet enables zero-day financial closings, distinguished by our integrated source-of-truth data model, a multitude of top-tier native integrations (including Stripe, Ramp, Salesforce, and more), automated workflows, multi-entity consolidation, and an ever-growing suite of specialized AI agents (e.g., accrual, audit, P&L flux, board decks). Our commitment to excellence is reflected in our consistently perfect customer satisfaction score. Leading AI-focused companies like Mercer, Windsurf, and Function Health appreciate our rapid deployment capabilities, essential for scaling their financial operations in tandem with their growth.This expansive market is ripe for innovation. With $100M raised from top investors such as Sequoia, a16z, Iconiq, Oak HC/FT, and First Round, we are dedicated to helping businesses harness the power of AI to manage their financial data efficiently.Who We AreRillet thrives on a fast-paced environment where intelligence is just the starting point. To thrive here, you must possess remarkable speed, initiative, and adaptability.Successful Rilleteers do not wait for directives; they embrace a mission, formulate a strategy, and deliver results that exceed expectations in quality, speed, and creativity.Our work is centered around our clients. The most effective Rilleteers are motivated by the impact of delivering crucial solutions, even when they diverge from the initial plan.While an accounting background is not a prerequisite, an understanding of the value our clients can create with the right financial tools is essential. Rilleteers are passionate about empowering the financial backbone of the world's most rapidly growing enterprises.Who We NeedWe seek an individual with an accounting background who is eager to become a builder. Whether you are transitioning from a traditional accounting role to a client-facing position or are currently an accountant ready to leverage modern tools, your prior experience in accounting or auditing will help you earn immediate trust with our clients. You will manage long-term relationships post-sale and implementation, collaborating with CFOs, Controllers, and Accounting Managers to deliver scalable, automated solutions on Rillet's AI platform. If you find joy in solving complex accounting challenges, engaging with clients, configuring systems, and making measurable impacts, we want to hear from you.

At Anaplan, we are a dynamic team of innovators dedicated to enhancing business decision-making through our advanced AI-powered scenario planning and analysis platform. Our mission is to empower customers to stay ahead of their competition and the market.What brings Anaplanners together across various teams and locations is our shared commitment to our customers’ success and our Winning Culture.Our clientele includes esteemed names from the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our unparalleled platform.Our Winning Culture fuels our teams of innovators. We celebrate diversity in thought and ideas, act as leaders regardless of titles, strive to meet ambitious goals, and take joy in celebrating our achievements—both big and small.Guided by our principles of being strategy-led, values-driven, and disciplined in execution, you will find inspiration, connection, development, and rewards here. We welcome everything that makes you unique; join us and let’s build the future together!Your ImpactStrategic objectives:Manage a portfolio of Enterprise Customers with an ARR of approximately $5.0M, focusing on enhancing customer value and ROI with Anaplan, securing contract renewals, and identifying growth opportunities.Serve as the primary point of contact and trusted advisor for customers throughout their lifecycle.Collaborate with the account team and leverage internal resources to implement the account strategy effectively.Identify opportunities within existing customers to deliver added value and expand the Anaplan footprint.Connect customers with various Anaplan resources, including Product, Support, and Community as necessary.

About UsAt Sweep, we are redefining the way enterprise systems operate. We provide an intuitive layer that empowers teams and metadata agents to plan, modify, and govern systems with unparalleled agility and confidence.Your RoleAs a Customer Success Manager, you will play a pivotal role in nurturing relationships with Sweep’s most significant and intricate enterprise clients. You will serve as both a strategic advisor and a technical expert, ensuring a smooth integration of our solutions into each client's Salesforce ecosystem, while driving their long-term business success.Key ResponsibilitiesCultivate trusted partnerships with executive sponsors and RevOps leaders within key accounts.Lead the onboarding process, technical configuration, and development of strategic enablement plans for enterprises.Gain a deep understanding of each client's Salesforce infrastructure, data flow, and go-to-market strategy.Act as the technical liaison between client teams and Sweep’s Product, Engineering, and Support divisions.Proactively monitor account health, usage trends, and adoption metrics to enhance retention and drive expansion.Conduct quarterly business reviews, identify growth opportunities, and advocate for customer needs internally.Manage and facilitate annual customer contract renewals to sustain long-term relationships.Create scalable best practices and playbooks for enterprise success and growth.

At Coast, we are revolutionizing the U.S. B2B card payments landscape, targeting the vast network of 500,000 commercial fleets, 40 million commercial vehicles, and countless drivers across the nation. As traditional technologies fall short of modern demands, we are committed to providing innovative digital experiences and transparent financial services. Our mission is to empower our clients with the Coast Fleet and Fuel Card, a state-of-the-art spend management platform designed for transformative growth. About the Role We are seeking a dynamic and empathetic Manager of Customer Success to spearhead our frontline Customer Success Managers (CSMs) while also managing a dedicated portfolio of accounts. This player-coach approach is essential to fostering trust, empathy, and excellence throughout the customer journey. You will be responsible for mentoring, hiring, and developing a team that ensures outstanding onboarding, activation, and retention for all customer segments. What Success Looks Like Consistently deliver exceptional customer value throughout the customer lifecycle. Achieve excellent Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) through proactive health monitoring and effective retention and expansion strategies. Accelerate the onboarding process and fleet activation to ensure customers realize value quickly and consistently. Be an engaged player-coach, managing accounts and demonstrating product knowledge and customer service fluency to elevate team performance through structured coaching. Enhance the expansion pipeline by identifying and nurturing Customer Success Qualified Opportunities (CSQOs) into viable expansion avenues. What You’ll Do Lead & Coach: Oversee and mentor a team of high-performing CSMs, prioritizing call coaching, onboarding execution, fleet activation, and account health. Own Accounts: Maintain a personal portfolio to remain close to the customer experience and exemplify best practices in onboarding, retention, and account expansion. Drive Activation: Ensure your team expedites onboarding processes and enhances customer engagement. Create Value: Guide CSMs in demonstrating customer value throughout the lifecycle, developing account-specific strategies linked to clear use cases. Maximize Expansion: Assist CSMs in generating CSQOs and establishing a proactive expansion pipeline. Upskill the Team: Implement a systematic 1:1 coaching and enablement framework to elevate onboarding, account health, and overall team performance. Build Systems Excellence: Promote operational rigor and data proficiency across Salesforce, Sigma, Outreach, and other tools.

Your Impact The Senior Customer Success Manager at DISCO plays a pivotal role in ensuring a seamless onboarding experience for clients. This position provides strategic insights to help clients effectively leverage DISCO’s products and services in alignment with their unique objectives, while acting as their primary point of contact. You will collaborate intensively with our sales, services, and product teams to boost product utilization within designated accounts, pinpoint upselling opportunities, and collect user feedback to guide product enhancements. A profound understanding of all DISCO offerings and the EDRM framework, coupled with an innate problem-solving ability, is essential for addressing client challenges. Your expertise will significantly contribute to improving customer retention, nurturing loyalty, and fostering DISCO’s overall growth. What You'll Do Account Management: Serve as the primary liaison for assigned strategic accounts, cultivating executive-level relationships and ensuring internal team alignment to meet client needs. Client Success: Drive successful adoption of solutions, ensuring ROI and client satisfaction while identifying potential areas for expansion. Customer Advocacy: Represent client interests within DISCO, providing valuable feedback to drive product and service innovations. Sales Acumen: Clearly communicate the value of DISCO’s offerings, uncover upsell and cross-sell opportunities, and foster long-term client relationships to enhance revenue growth. Meeting & Event Management: Plan and execute educational and networking events that motivate and engage clients. Who You Are 4+ years of experience in post-sales, customer success, account management, or related roles. Strategic thinker with a proven track record in developing account plans and managing SaaS client relationships. Exceptional interpersonal and communication skills. Proficient in identifying and capitalizing on upselling and cross-selling opportunities. Demonstrated leadership skills with the ability to own, drive, and deliver on client initiatives. Experience in planning and executing both internal and external meetings. Customer-centric with a proactive approach to account management and problem-solving.

Role overview The Project Manager at City of New York plays a key role in guiding municipal projects from early planning stages through to completion. The position centers on coordinating teams, managing project schedules, and making sure resources are used efficiently to achieve defined goals. What you will do Monitor project progress and ensure initiatives remain on schedule Facilitate clear communication among stakeholders and team members Allocate resources and adjust project plans to meet deadlines Contribute to strategic planning for city initiatives Location This position is based in New York City.

About OguryOgury is a leading global adtech company that provides innovative Personified Advertising solutions centered around privacy for brands, agencies, and publishers, focusing on targeting personas rather than individuals.Our ability to deliver relevant audiences at scale and quality publisher inventory is made possible by our exclusive data, meticulously gathered from millions of self-declared customer surveys, enhanced with billions of impactful data points, and refined through AI. This enables us to provide audience insights and performance metrics unavailable through any other adtech platforms.Founded in 2014, Ogury is an international organization comprising a diverse team of over 500 individuals across 19 countries.At Ogury, our collective vision fosters unity. We believe that it takes individuals from various backgrounds to come together and realize this vision. We celebrate diversity, cultivating a distinctive and winning culture where everyone feels safe, has access to equal opportunities, and is encouraged to bring their authentic selves to work every day.Together, we are transforming the adtech landscape with values that inspire excellence, standards that promote leadership, and an inclusive workplace where Ogurians feel engaged and valued.Working at OguryWe are committed to providing all our team members with an equitable voice throughout our company and community. We recognize that having engaged, respected Ogurians who feel proud to belong is essential to creating a safe work environment...

About Moonshot AI Moonshot AI is building a digital future where websites adjust on their own to drive sales and improve conversion. The team blends generative AI, large-scale data systems, and ongoing experimentation to create a self-improving online platform. Based in New York City, Moonshot AI is an early-stage, well-funded startup with ambitious goals. Joining now means helping to shape both the technical and cultural backbone of the company. Employees work with real autonomy, supported by top-tier investors. Role Overview: Customer Success Manager The Customer Success Manager will work closely with leading eCommerce brands. The focus: build strong relationships, help clients turn AI-driven insights into practical strategies, and support their growth through Moonshot AI’s platform. What You Will Do Guide new customers through onboarding and help them see value quickly. Serve as a trusted advisor, surfacing opportunities, sharing insights, and keeping clients updated on strategies and upcoming initiatives. Work with the technical team to design, launch, and track conversion experiments. Prepare and deliver reports that clearly show ROI and business impact. Troubleshoot client issues and coordinate with product and engineering teams to resolve them efficiently. Gather client feedback and turn it into actionable ideas to influence the product roadmap. Build and refine scalable customer success processes as the company grows, including playbooks and reporting tools. What We’re Looking For At least 3 years in Customer Success, Account Management, or CRO roles within SaaS or eCommerce (not large enterprise CS organizations). Ability to quickly spot revenue leaks in a sales funnel. Comfortable with data: able to pull your own metrics and build reports independently. Experience holding strategic conversations with VPs and other senior leaders. This role is based in New York City.

Role overview The City of New York is seeking a Program Manager to coordinate and oversee initiatives that support the well-being of New Yorkers. This role involves guiding programs from planning through execution, with a focus on meeting community needs and strengthening public services. What you will do Lead multiple projects designed to improve quality of life across the city Coordinate efforts between departments and stakeholders to keep programs on track Apply project management skills to ensure timely and effective delivery of services Support strategic planning and help shape programs that respond to community priorities Location This position is based in New York City.

Join Rogo's MissionAt Rogo, we are revolutionizing the landscape of financial analysis with the power of artificial intelligence. Our goal is to equip finance professionals from leading investment banks, private equity funds, and investment firms with AI that provides exceptional speed, precision, and insights. We are not merely enhancing financial workflows; we are completely redefining them.This role presents a unique chance to join a transformative company at a pivotal moment. With a rapidly expanding clientele, proven product-market fit, and support from top-tier investors, we are quickly scaling and creating a new category of enterprise AI.Our team is composed of driven, intelligent individuals who are deeply passionate about our mission. We work with intensity, take ownership of complex challenges, and maintain a sharp focus on our users. If you excel in a dynamic environment, strive for excellence, and wish to contribute to the future of finance, we encourage you to apply.Your ResponsibilitiesAs a Customer Success Manager at Rogo, you will be a highly driven professional with a demonstrated history of delivering client success. You will manage a portfolio of accounts from start to finish, ensuring initial adoption, value realization, retention, and growth. You will act as the main point of contact for both everyday users and executive stakeholders, guaranteeing that our customers achieve measurable ROI from Rogo, ultimately driving revenue growth.Your Key ResponsibilitiesClient Relationship Management: Be the primary liaison for clients using a consultative and prescriptive approach.QBRs & Executive Alignment: Organize and conduct Quarterly Business Reviews (QBRs) to synchronize client objectives, roadmap, and future actions.Renewal Management: Oversee the renewal process from beginning to end, including timeline forecasting, stakeholder coordination, and churn risk mitigation.Customer Health & Retention: Track adoption and health indicators, manage escalations, and proactively engage to prevent churn.Account Strategy: Create success and account plans for each client, including stakeholder mapping, KPIs, adoption milestones, and mutual action plans.Grow Bottom-Line Revenue: Leverage customer performance metrics to identify and act on upsell opportunities.Advocacy and Engagement: Empower users and stakeholders to become advocates for Rogo within their organizations.

As a Campaign Manager, you will play a pivotal role in strategizing and executing impactful campaigns that resonate with our diverse communities in New York City. Your expertise in campaign management will help drive public engagement and awareness on key initiatives. This position requires a proactive approach, exceptional communication skills, and a passion for public service.

Tempo is a cutting-edge layer-1 blockchain designed specifically for stablecoins and real-world payment solutions. It draws on the extensive experience of Stripe in global payments and the advanced crypto technology expertise of Paradigm.Our payment-first architecture ensures a scalable, cost-effective, and predictable platform that caters to high-volume payment applications. We aim to facilitate money transfers reliably, affordably, and at scale, prioritizing simplicity for users ranging from fintech firms and traditional banks to merchants and platforms eager to modernize their payment systems.We collaborate with leading global partners in AI, e-commerce, and financial services, including Anthropic, Coupang, Deutsche Bank, DoorDash, Mercury, Nubank, OpenAI, Revolut, Shopify, Standard Chartered, Visa, and several others.Our mission is to establish the infrastructure necessary to integrate significant economic transactions on-chain. Our team primarily works in-person at our San Francisco and New York City offices. We value agility and innovation—join us in this exciting venture!The RoleAs the Customer Success Lead, you will be pivotal in shaping the future of enterprise payments on-chain. You will be responsible for managing the entire customer journey, from the initial partner engagement to their successful scaling on our network. You will serve as the liaison between Tempo's product, engineering, and partnership teams and the enterprises, ecosystem partners, validators, and integrators that build upon our platform.This is a foundational role where you will define exceptional customer success standards for Tempo—developing playbooks, forging relationships, and establishing feedback mechanisms that transform early design partners into long-term pillars of our ecosystem.What You'll DoPre-Sales & Solution DesignCollaborate closely with the Partnerships team to facilitate enterprise and ecosystem deal cycles, offering technical and operational insights throughout the evaluation and onboarding process.Act as a consultative design partner during pre-sales, thoroughly understanding partner use cases and aligning them with Tempo's architecture and capabilities.Assist in structuring integration scopes, defining success criteria, and establishing launch timelines with prospective customers prior to contract finalization.Post-Sales & Partner SuccessOwn the complete success trajectory for customers post-sale, ensuring they derive maximum value from our platform and foster ongoing relationships.

About Knoetic: At Knoetic, we are on a mission to create the 'Second Brain' for Chief People Officers and their HR teams. Supported by $50MM in funding from prestigious investors such as Accel, EQT, Menlo, and numerous notable angel investors including Adam Grant and Shreyas Doshi, we are poised for growth.Our platform, CPOHQ, aggregates the most effective practices, playbooks, and templates from the world’s top leaders, while our People Analytics feature provides businesses with millions of data points, analytics, and insights to enhance their operations.We seamlessly blend consumer and enterprise products, serving thousands of C-level executives from renowned companies like Figma, Box, Notion, and OpenAI.In Summary: You will drive user adoption, manage renewals, and foster expansion for an AI-driven product suite. You will scale Customer Success through innovative agents and automation rather than increasing headcount, collaborate closely with Product and Engineering teams, and transform mid-market clients into power users. This is an in-person position based in NYC, requiring 4-5 days per week at our Hudson Yards location. You will be our solo champion in this mission.