Customer Success Manager in Financial Services

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.

We are seeking a dynamic and dedicated Customer Success Manager to join our team at zip in New York City. In this pivotal role, you will ensure our clients achieve their desired outcomes while utilizing our services, fostering long-term relationships and driving customer satisfaction.The ideal candidate will have a strong background in customer service and account management, with a passion for helping clients succeed. You will work closely with our sales, product, and marketing teams to deliver exceptional customer experiences.

Tabs is hiring a Customer Success Manager based in New York City. This position focuses on building strong relationships with clients and ensuring they get the most value from Tabs' solutions. Understanding client needs and guiding them to use services effectively are central to the role. Key responsibilities Develop and maintain relationships with clients to support their objectives Collaborate with teams across the company to deliver a consistent customer experience Promote product adoption and help clients benefit fully from Tabs' offerings Collect and analyze feedback from clients, providing actionable insights to improve products and services Location This role is based in New York City, NY.

Join Dealpath as a Customer Success Manager where you will spearhead the development of a dynamic team of Customer Success Managers, overseeing a portfolio of key customer relationships. Your primary goal will be to enhance customer retention, drive growth, and elevate customer satisfaction through the establishment of scalable processes and success metrics that will enable the Customer Success function to thrive. This role is ideal for a leader with a passion for customer-centricity, product orientation, and a commitment to coaching and mentoring others. You will focus on enhancing team performance and collaborating across departments to deliver exceptional value to our customers.

Why join usBrex is an innovative AI-powered spend management platform that empowers businesses to manage expenses confidently. Our integrated solutions, which include corporate cards, banking, and global payment services, are designed to streamline travel and expense management. Trusted by a diverse range of companies from startups to large enterprises, including renowned names like DoorDash, Flexport, and Compass, Brex enables clients to optimize spending, reduce costs, and enhance operational efficiency on a global scale.At Brex, we foster an environment where you can challenge your limits, innovate beyond the norm, and collaborate with some of the brightest minds in the industry. We are dedicated to cultivating a diverse and inclusive workplace, believing that your potential should only be restricted by your ambitions. We support your professional growth by providing you with the necessary tools, resources, and support.Sales at BrexThe Sales team is the driving force behind Brex's growth. We are responsible for acquiring new clients, nurturing existing relationships, and positively impacting the company’s revenue. With limitless opportunities and territories, your aspirations dictate your success. We celebrate achievements together and consistently reward high performance. If you're eager to sell a groundbreaking product and take ownership of your role, this is the team for you.What you’ll doAs an Enterprise Customer Success Manager, you will act as a trusted financial technology advisor to Brex’s most significant clients, collaborating closely with CFOs, Controllers, and finance operations teams to unlock the full potential of Brex’s offerings. You will develop and implement tailored account strategies that align with each client's business objectives, ensuring impactful results across their financial operations.You will oversee the complete lifecycle of customer success, from onboarding to renewal, utilizing product usage insights, stakeholder engagement, and cross-functional teamwork to enhance product adoption, minimize churn, and increase account value.Where you’ll workThis position is based in our New York City office, operating within a hybrid model that merges the vibrant atmosphere of in-office work with the flexibility of remote arrangements. A minimum of two office days per week is required, specifically on Wednesdays and Thursdays, with the added benefit of up to four weeks of fully remote work each year!ResponsibilitiesFormulate and manage strategic account plans aimed at driving retention, expansion, and adoption within your portfolio of enterprise customers.Serve as a trusted advisor to finance stakeholders by offering guidance on best practices in spend management, credit policies, and more.

About the RoleWe are seeking an experienced Manager of Customer Success to lead and expand a team of Customer Success Managers tasked with enhancing long-term customer retention and product adoption within Playground's expanding client base. This pivotal leadership position requires you to oversee the strategic direction, implementation, and daily operations of the Customer Success Management (CSM) team, ensuring that each center within Playground feels valued, realizes tangible benefits, and continues to evolve with us.In this role, you will harmonize strategic initiatives with execution: enhancing scalable processes, cultivating your team's growth, and collaborating cross-departmentally to strengthen customer relationships and mitigate churn. You will significantly influence the customer experience for thousands of centers partnering with Playground, converting satisfied clients into enthusiastic advocates.This position is based in-person at our Union Square office in New York City or our LoDo office in Denver, where you will closely collaborate with Product, Engineering, Sales, and Onboarding teams to provide an exceptional post-launch customer experience as we expand nationwide.Key ResponsibilitiesLead & Cultivate a High-Performing Team: Manage, mentor, and develop a team of Customer Success Managers, nurturing a culture of accountability, inquiry, and customer dedication.Drive Retention & Growth: Enhance net revenue retention and logo retention across the portfolio by coaching CSMs on renewal strategies and commercial dialogues.Strategize & Execute: Collaborate with leadership to define and implement the customer success vision and roadmap, aligning with company objectives surrounding retention, adoption, and customer lifetime value.Enhance the Customer Journey: Develop and optimize post-onboarding workflows, health scoring systems, and engagement rhythms to elevate consistency and proactive outreach as Playground grows.Coach & Empower: Provide ongoing feedback, training, and performance assessments to ensure every CSM delivers a remarkable, consultative customer experience.Evaluate Success: Monitor essential customer success KPIs—net revenue retention, NPS, health scores, feature adoption, time-to-value—and leverage data to inform decisions and enhancements.Advocate for the Customer: Represent the voice of the customer in leadership discussions, championing their needs and ensuring Playground’s post-launch experience aligns with our mission and values.Qualifications3 to 5+ years of experience in Customer Success or related fields.Proven leadership experience managing a team.Exceptional communication and interpersonal skills.Strong analytical skills with a data-driven approach.Experience with CRM tools and customer success platforms.

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

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

Role Overview Prolific is looking for an Enterprise Customer Success Manager to join the team in a hybrid role based in New York City. This position centers on building and maintaining strong relationships with enterprise clients, helping them reach their objectives with Prolific’s solutions. What You Will Do Develop and nurture partnerships with enterprise customers, acting as their main point of contact. Provide strategic advice tailored to each client’s goals and business needs. Advocate for client interests within Prolific, ensuring their feedback and requirements are heard. Drive engagement and retention by managing accounts proactively, conducting regular check-ins, and offering personalized support. Spot opportunities for upselling and cross-selling services that align with client needs, contributing to company growth. Location This is a hybrid position based in New York City. Some in-office presence is expected.

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 PermitFlow as a Customer Success Manager, where you will play a pivotal role in ensuring our clients achieve their goals through our innovative solutions. In this dynamic position, you will engage with customers, providing them with the support and guidance they need to maximize their use of our platform. Your focus will be on building strong relationships and driving customer satisfaction.

Join Dealpath as a Customer Success Manager and be a pivotal part of our dynamic team in New York City!In this role, you will be instrumental in guiding our customers to fully leverage Dealpath's capabilities, ensuring they achieve their business objectives with our platform.What You Will Be Doing:Engaging with customers to understand their business processes, establish success metrics, and develop a tailored customer journey.Providing training, onboarding, and ongoing support to facilitate customer adoption of Dealpath.Creating and delivering both virtual and in-person training sessions.Responding to customer inquiries via phone and email to resolve issues effectively.Contributing to the development of self-service documentation and video training resources.Collaborating across Dealpath's Sales, Marketing, and Product teams to communicate customer use cases and enhance product support.Maintaining the satisfaction, growth, and retention of a portfolio of customer accounts.Assisting the Customer Success team in refining processes and metrics to accelerate the growth of our function.

Are you passionate about driving customer satisfaction and success? Join Pearl Health as a Customer Success Manager! In this pivotal role, you will cultivate strong relationships with our clients, ensuring they derive maximum value from our innovative healthcare solutions. Your expertise will help guide our customers through their journey, from onboarding to ongoing support, fostering long-term partnerships.

About PlaygroundAt Playground, we are dedicated to ensuring that top-quality child care is within everyone's reach. Our innovative software is designed to streamline every aspect of managing a child care business, allowing providers to focus on delivering exceptional care. Our mission is to create a child care management platform that alleviates the administrative burdens of operating a center.Currently, Playground is at a pivotal moment of rapid expansion. Having secured significant funding and numerous statewide contracts, we are collaborating with thousands of schools nationwide. Our founders have also been recognized in Forbes 30 Under 30, reflecting our commitment to excellence.We take pride in our culture of ownership, where our team members eagerly tackle large, complex projects. If you are passionate about contributing to the growth of Playground's account management organization and thrive in a collaborative, fast-paced startup environment, we encourage you to apply!About the RoleAs a Customer Success Manager, you will engage with a portfolio of approximately 400 child care providers across the United States, each with 1 to 4 locations. You will serve as their primary contact, helping them maximize their experience with Playground by building strong relationships, encouraging product adoption, and ensuring their ongoing success.You will communicate relevant product updates and growth opportunities, ensuring that customers feel supported and confident in using Playground. This role requires a blend of strategic insight and relationship management, and you will play a crucial role in driving our customers' success.This position is in-person, based in our offices in either Denver or New York City, where you will work alongside a dedicated team focused on delivering value and making a lasting impact in the child care sector.

Join Our Team: At Torch Dental, we're not just a rapidly growing start-up; we're revolutionizing the healthcare supply industry. Our mission is to enhance the lives of healthcare providers by streamlining supply ordering and ensuring transparent pricing. With a focus on dental practices, our cutting-edge e-commerce software platform transforms an outdated process, making procurement efficient and cost-effective. We pride ourselves on our collaborative and passionate team, dedicated to solving real-world challenges. Customer satisfaction is our obsession, and we foster a culture that encourages action and innovation. If you're driven to create impactful solutions that empower healthcare professionals, we want you on our team! Role Overview: Customer Success Manager is a pivotal position aimed at providing outstanding customer experiences and maximizing value across a portfolio of small to mid-sized accounts. You'll assist customers during onboarding, facilitate their early product adoption, and proactively nurture relationships to ensure their success with Torch.In this dynamic role, you'll develop essential skills in customer engagement, platform expertise, and account management. Your insights will be invaluable for capturing customer feedback, identifying trends, and collaborating cross-functionally to enhance the overall customer journey. This position is perfect for an ambitious individual looking to advance their career in Customer Success within a fast-paced, customer-centric environment.

OverviewTetrix is an innovative startup dedicated to enabling institutional investors to make informed decisions in alternative markets, akin to Bloomberg but tailored for private investments. Our cutting-edge AI-driven platform streamlines chaotic, unstructured private market data into actionable insights, featuring automated document retrieval, AI-enhanced data extraction, and real-time portfolio analytics—all integrated into one cohesive system. As we rapidly evolve into a market-defining service, we collaborate with some of the top capital allocators globally. This is a rare opportunity to join a dynamic team that is passionate about shaping the future of financial market infrastructure, backed by eminent investors including Innovation Endeavors, Eric Schmidt’s venture capital firm, and prominent figures from BlackRock, CPPIB, SoftBank, Lending Club, and Plaid. Who We AreWe are a nimble yet formidable startup, equipped with extensive industry experience in both financial markets and technological advancements. Our culture is built on trust, accountability, and curiosity, fostering an environment where every team member is encouraged to share ideas, challenge the status quo, and grow collectively. Our co-founders, Olivier (CEO) and Naunidh (CTO), first crossed paths during their MBA studies at Stanford and co-established Tetrix in the summer of 2023. Who You AreExceptional Communicator – You convey complex concepts with clarity and can adjust your communication style based on the audience.Organizational Expert – You manage multiple tasks efficiently and prioritize effectively to ensure timely delivery.Collaborative Team Player – You thrive in cross-functional teams, enhancing data processes and contributing to overall organizational success.Versatile Contributor – You handle both strategic challenges and daily operational tasks with ease.Finance Knowledgeable – A strong understanding of institutional investors and private investment markets is highly beneficial.Fluent in English – Given our international engagement, proficiency in English is essential.

About Sigma Computing Sigma Computing builds cloud-based analytics and business intelligence tools that help organizations turn complex data into clear business insights. The platform is designed for users at any technical level, making it easier for teams to ask questions of their data and act on what they find. Role Overview: Enterprise Customer Success Manager This role focuses on helping enterprise clients get the most out of Sigma Computing’s platform. The Enterprise Customer Success Manager works closely with high-value accounts, aiming to strengthen relationships, drive adoption, and improve Net Dollar Retention (NDR) through thoughtful account management and growth strategies. What You Will Do Strategic Account Management: Build and maintain strong relationships with decision-makers and influencers at key enterprise accounts. Analytics Guidance: Use expertise in analytics and business intelligence to help clients make the most of Sigma Computing’s platform, supporting them as they analyze data and uncover insights. Drive NDR Growth: Develop and carry out plans to increase NDR by identifying upsell and cross-sell opportunities, and by reducing churn through proactive support. Customer Advocacy: Serve as the link between clients and the product team, representing customer needs and suggesting features or improvements to boost satisfaction and retention. Success Planning: Collaborate with clients to create and implement plans that connect Sigma Computing’s capabilities to their specific business goals. Education and Enablement: Lead training sessions, webinars, and workshops to increase product knowledge, adoption, and engagement among users. Location This position is based in New York City, NY.

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

As a Customer Success Manager 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.

Streamlining Complexity for Enhanced Dental CareAt Videa, we harness the power of artificial intelligence to empower dental professionals in delivering superior care to millions of patients.Oral health is a crucial component of overall wellness, and dentists play a vital role in safeguarding community health. Our technology is designed to enhance care delivery, elevate clinical expertise, and promote proactive oral healthcare as standard practice.With thousands of clinicians relying on Videa daily, your contributions here will have a tangible impact on patient outcomes. If you're driven to create something meaningful, we encourage you to explore further.The OpportunityWe are seeking a dynamic Vice President of Customer Success to join our leadership team at VideaHealth. This role will oversee customer success and account management, focusing on shaping the customer journey, facilitating the adoption of our product suite, and ensuring high levels of customer satisfaction. Collaborating closely with the CEO and CRO, you will lead a dedicated team, striving to ensure successful implementation, adoption, retention, and management of customer accounts.This is not merely a maintenance role; it is a position for a builder. You will collaborate with engineers, clinicians, operators, and AI scientists to tackle real-world challenges faced by dental teams. Your work will help develop a platform that revolutionizes the fragmented tools currently in use.Key Responsibilities:Lead the entire Customer Success lifecycle, encompassing implementation, onboarding, change management, adoption, upselling, renewals, and overall satisfaction for both enterprise and SMB clients.Ensure successful engagement across centralized customer organizations and distributed end-users, fostering strong product adoption and value realization at all levels.Build and nurture a high-performing Customer Success and Account Management team dedicated to delivering exceptional customer experiences and maximizing user satisfaction.Conduct QBRs and other executive engagement strategies to align customer goals and ensure their long-term success across our product offerings.Work closely with the executive team to provide meaningful product feedback, influence product development, and contribute to broader leadership initiatives.Establish and maintain strong relationships with key customers to understand their needs and drive initiatives that enhance their satisfaction.