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Experience Level
Senior
Qualifications
A minimum of 6 years of relevant experience, particularly in client-facing roles. An adept relationship builder, you excel under pressure, maintaining composure in challenging situations while celebrating partner achievements. Data-driven and analytical, you possess the ability to derive actionable insights from complex datasets, synthesize information, and pose critical questions.
About the job
At Via, we are revolutionizing the way the world experiences transportation. Our mission is to transform individual commutes and minimize our collective environmental impact through cutting-edge technology.
As a Senior Partner Success Manager, you will represent Via in your interactions with both internal teams and external partners. In this pivotal role, you will cultivate authentic, sustainable relationships that translate into opportunities for long-term revenue growth. You will act as a trusted advisor to our partners, offering strategic insights on operational, market-entry, and product-related challenges. Concurrently, you will advocate for our partners within Via, championing new products and capabilities to enhance their service offerings.
About Via
Via is at the forefront of transportation innovation, committed to enhancing mobility and reducing environmental footprints globally. Join us in making a significant impact in the world of transit.
Full-time|$145K/yr - $165K/yr|On-site|New York City; Atlanta; Miami; Toronto
At Via, we are revolutionizing the way the world experiences transportation. Our mission is to transform individual commutes and minimize our collective environmental impact through cutting-edge technology.As a Senior Partner Success Manager, you will represent Via in your interactions with both internal teams and external partners. In this pivotal role, you will cultivate authentic, sustainable relationships that translate into opportunities for long-term revenue growth. You will act as a trusted advisor to our partners, offering strategic insights on operational, market-entry, and product-related challenges. Concurrently, you will advocate for our partners within Via, championing new products and capabilities to enhance their service offerings.
Full-time|$85K/yr - $110K/yr|On-site|New York City
At Via, we are revolutionizing transportation on a global scale. From enhancing individual commutes to minimizing our collective environmental impact, we are driven by ambitious objectives.As a Partner Success Manager, you will embody the voice and face of Via for our partners, both internally and externally. This engaging role will empower you to forge authentic, lasting relationships with clients, transforming these connections into avenues for sustained revenue growth. You will act as a trusted advisor, offering strategic insights on operational, market-entry, and product-related challenges while advocating for new initiatives within Via to support the expansion of our partners' services.
Full-time|On-site|San Francisco, CA | New York City, NY | Seattle, WA
As the Director of Partner Success at Anthropic, you will be instrumental in shaping and enhancing our partner relationships. Your primary focus will be to ensure that our partners achieve their desired outcomes while using our innovative AI solutions. You will lead a dedicated team, driving growth, engagement, and long-term success through strategic insights and collaborative efforts.In this role, you will establish key performance indicators, analyze partner feedback, and implement best practices to optimize our partner programs. Your ability to build strong relationships and foster a culture of success will be crucial in delivering exceptional value to our partners.
Full-time|On-site|New York City, San Francisco, or Boston
At Inductive Bio, we are revolutionizing the field of drug discovery, making it faster and more efficient. Chemists often find themselves spending countless hours synthesizing data, expertise, and intuition to develop new molecules that are safe and effective for human use. This intricate and time-consuming process leaves patients waiting for solutions. Our innovative platform, powered by cutting-edge AI technology, is designed to accelerate this process and enhance collaboration.Our platform is currently utilized in numerous active drug discovery initiatives, with rapid growth in adoption. Supported by top investors at the convergence of technology and biotechnology, our team comprises distinguished experts in technology and drug discovery. Following successful word-of-mouth promotion, we are now looking to expand our market strategy and grow our software and services business.As the inaugural Partner Success hire at Inductive Bio, you will work closely with drug discovery teams to help them maximize the value they receive from our AI-driven platform. You will guide customers through onboarding and adoption, positioning yourself as a trusted partner who aids them in achieving scientific breakthroughs. Your contributions will be vital in strengthening our customer relationships and optimizing our scalable impact delivery.
At Elliptic, we envision a future where cryptocurrency becomes a pivotal element in value transfer, and we are dedicated to shaping that future. To ensure the success of cryptocurrency, it is crucial to combat its misuse. As a leader in the field, Elliptic specializes in identifying, preventing, and addressing criminal activities related to cryptocurrency. Our esteemed clientele includes top cryptocurrency exchanges, financial institutions, and government entities.Leveraging our unique platform, we possess an exceptional understanding of cryptocurrency capital flows, utilizing network science and machine learning to analyze extensive transaction datasets. Our offerings include anti-money laundering (AML) compliance software and investigative services for key players in the cryptocurrency ecosystem. We analyze transactions exceeding $150 billion monthly for our partners, which include cryptocurrency firms, major banks, and federal agencies.With offices in London, New York City, Singapore, and Tokyo, our company is supported by an array of investors including SBI Group, Albion VC, Octopus Ventures, SignalFire, Paladin Capital, Santander InnoVentures, and Digital Currency Group.Are you a passionate and enthusiastic individual seeking to advance your career in a dynamic sales environment? If you are looking for an exciting challenge in a burgeoning market, we invite you to connect with us!Your ImpactWe are in search of a remarkable Senior People Partner to join our People team in New York, making a significant impact on our organization. In this role, you will be central to our operations, collaborating closely with leadership to empower our teams and enhance their performance. If you possess a passion for strategic partnership, a solid foundation in talent and organizational design, and excel in fast-paced, high-growth settings, we would love to hear from you.ResponsibilitiesIn your capacity as a Senior People Partner, you will:Serve as a trusted advisor to senior management, assisting them in all people-related matters to enhance performance and business results.Work closely with the Director of People to collaboratively design and implement People strategies focusing on talent development, employee engagement, culture, and organizational change.Utilize data and insights to identify trends, influence decision-making, and support managers with workforce planning, organizational structuring, and succession planning.
Full-time|On-site|New York City, New York, United States
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.
Full-time|$120K/yr - $150K/yr|On-site|New York City
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.
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.
Full-time|$147K/yr - $198K/yr|On-site|New York City, United States
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.
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|$80K/yr - $105K/yr|On-site|New York City, New York
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.
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.
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.
Join Flex, a pioneering FinTech company based in New York City, as our Senior Manager of Account Management. In this pivotal role, you will lead a team of dedicated Account Managers while directly managing a portfolio of our most strategic partners. Your mission is to ensure partner success by driving retention, expansion, and long-term value across existing accounts. Collaborating closely with the Vice President of Account Management, you will translate strategic account initiatives into actionable execution, fostering deep engagement with Flex's innovative products. The ideal candidate will possess a hands-on leadership style, strong commercial instincts, and a passion for cultivating enduring partner relationships within high-growth B2B or B2B2C settings.
About ForaFora is redefining the travel agency landscape, empowering individuals with a passion for exploration to cultivate successful advisory careers. We are transforming the $100B+ travel agency sector by harnessing innovative technology, insightful data, and a supportive community, enabling thousands of entrepreneurs to thrive on our platform. Our comprehensive business model equips travel entrepreneurs with everything necessary to launch and scale their ventures, including state-of-the-art tools, tailored training, and access to a vibrant community along with exclusive industry partnerships. Central to our mission is the commitment to assist the next wave of travel entrepreneurs in turning their passion for travel into a rewarding career, whether pursued full-time or part-time. We believe that everyone, from experienced professionals to new advisors, can create something both lucrative and personally fulfilling.Founded in 2021 by a team of seasoned entrepreneurs, Fora has steadily expanded and now boasts over 200 full-time employees located in the heart of New York City. In 2025, we celebrated significant milestones with the announcement of our $60 million Series B and C funding rounds, spearheaded by Thrive Capital and Insight Partners, with participation from prior investors such as Forerunner and Heartcore Capital. Our company has also garnered accolades including LinkedIn's Top Startup 2024, Fast Company's Most Innovative Companies for both 2023 and 2025, and Built In's Best Places to Work in 2025.We are in the process of creating the first truly unified platform for all travel needs—leveraging the best of human expertise and technology to revolutionize how people plan and reserve travel.About The RoleThe Senior Manager, Regional Advisor Success - West is responsible for the overall market performance within Fora’s western regions, focusing on advisor growth, productivity, product adoption, and retention. This role introduces a geographic layer to Fora’s advisory business, holding full accountability for market outcomes. The Senior Manager will define what effective market ownership entails, establish systems to monitor performance, and implement strategies to enhance results. This role collaborates closely with cross-functional teams while independently formulating and executing market strategies.
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 Saviynt, a pioneer in AI-driven identity security solutions, where we empower organizations to manage and govern access to critical applications, data, and business processes. Our platform is trusted by leading brands, Fortune 500 companies, and government institutions to enhance operational efficiency, ensure compliance, and protect digital assets. As we navigate the AI era, Saviynt is committed to helping our clients harness AI safely and effectively. Discover more about us at www.saviynt.com.As a Senior Customer Success Manager, you will play a key role in fostering customer loyalty and driving the adoption of Saviynt's cutting-edge solutions. You will utilize customer business objectives to guide your strategies and ensure they achieve value-based outcomes. Your responsibilities will include customer segmentation, performance oversight, adoption strategies, and metrics analysis. Additionally, you will conduct regular health checks and facilitate necessary interventions to keep our customers aligned with their goals. Success in this role will lead to heightened customer satisfaction, increased retention, and growth opportunities for Saviynt, all while encouraging our clients to advocate for our services.
Join Our Team at TennrAt Tennr, we revolutionize the healthcare referral process, ensuring that every referral reaches its destination promptly and with the necessary information. By utilizing our advanced RaeLM™ technology, we minimize delays and denials, empowering healthcare providers to maximize their referral captures and improve patient care.Your Role as an Enterprise Account PartnerAs our Enterprise Account Partner, you will play a vital role in nurturing customer relationships and driving meaningful business outcomes after the initial sale. This position transcends traditional account management; it requires a proactive and impactful approach to ensure that our clients derive significant value, renew contracts, and experience growth through our solutions.Your role will place you at the heart of our operations, collaborating with Product, Engineering, Solutions, Sales, and Operations teams to convert Tennr’s workflows into tangible results for our healthcare partners. You will act as both a strategic project manager and a trusted advisor, working with stakeholders from frontline staff to C-suite executives, ensuring that Tennr is deeply integrated into daily operations.This position is perfect for high-achieving professionals with backgrounds in healthcare consulting or investment banking, looking to thrive in a dynamic environment where you can drive substantial business results.
Full-time|$138K/yr - $185K/yr|On-site|New York City, New York
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.
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.
Full-time|$145K/yr - $165K/yr|On-site|New York City; Atlanta; Miami; Toronto
At Via, we are revolutionizing the way the world experiences transportation. Our mission is to transform individual commutes and minimize our collective environmental impact through cutting-edge technology.As a Senior Partner Success Manager, you will represent Via in your interactions with both internal teams and external partners. In this pivotal role, you will cultivate authentic, sustainable relationships that translate into opportunities for long-term revenue growth. You will act as a trusted advisor to our partners, offering strategic insights on operational, market-entry, and product-related challenges. Concurrently, you will advocate for our partners within Via, championing new products and capabilities to enhance their service offerings.
Full-time|$85K/yr - $110K/yr|On-site|New York City
At Via, we are revolutionizing transportation on a global scale. From enhancing individual commutes to minimizing our collective environmental impact, we are driven by ambitious objectives.As a Partner Success Manager, you will embody the voice and face of Via for our partners, both internally and externally. This engaging role will empower you to forge authentic, lasting relationships with clients, transforming these connections into avenues for sustained revenue growth. You will act as a trusted advisor, offering strategic insights on operational, market-entry, and product-related challenges while advocating for new initiatives within Via to support the expansion of our partners' services.
Full-time|On-site|San Francisco, CA | New York City, NY | Seattle, WA
As the Director of Partner Success at Anthropic, you will be instrumental in shaping and enhancing our partner relationships. Your primary focus will be to ensure that our partners achieve their desired outcomes while using our innovative AI solutions. You will lead a dedicated team, driving growth, engagement, and long-term success through strategic insights and collaborative efforts.In this role, you will establish key performance indicators, analyze partner feedback, and implement best practices to optimize our partner programs. Your ability to build strong relationships and foster a culture of success will be crucial in delivering exceptional value to our partners.
Full-time|On-site|New York City, San Francisco, or Boston
At Inductive Bio, we are revolutionizing the field of drug discovery, making it faster and more efficient. Chemists often find themselves spending countless hours synthesizing data, expertise, and intuition to develop new molecules that are safe and effective for human use. This intricate and time-consuming process leaves patients waiting for solutions. Our innovative platform, powered by cutting-edge AI technology, is designed to accelerate this process and enhance collaboration.Our platform is currently utilized in numerous active drug discovery initiatives, with rapid growth in adoption. Supported by top investors at the convergence of technology and biotechnology, our team comprises distinguished experts in technology and drug discovery. Following successful word-of-mouth promotion, we are now looking to expand our market strategy and grow our software and services business.As the inaugural Partner Success hire at Inductive Bio, you will work closely with drug discovery teams to help them maximize the value they receive from our AI-driven platform. You will guide customers through onboarding and adoption, positioning yourself as a trusted partner who aids them in achieving scientific breakthroughs. Your contributions will be vital in strengthening our customer relationships and optimizing our scalable impact delivery.
At Elliptic, we envision a future where cryptocurrency becomes a pivotal element in value transfer, and we are dedicated to shaping that future. To ensure the success of cryptocurrency, it is crucial to combat its misuse. As a leader in the field, Elliptic specializes in identifying, preventing, and addressing criminal activities related to cryptocurrency. Our esteemed clientele includes top cryptocurrency exchanges, financial institutions, and government entities.Leveraging our unique platform, we possess an exceptional understanding of cryptocurrency capital flows, utilizing network science and machine learning to analyze extensive transaction datasets. Our offerings include anti-money laundering (AML) compliance software and investigative services for key players in the cryptocurrency ecosystem. We analyze transactions exceeding $150 billion monthly for our partners, which include cryptocurrency firms, major banks, and federal agencies.With offices in London, New York City, Singapore, and Tokyo, our company is supported by an array of investors including SBI Group, Albion VC, Octopus Ventures, SignalFire, Paladin Capital, Santander InnoVentures, and Digital Currency Group.Are you a passionate and enthusiastic individual seeking to advance your career in a dynamic sales environment? If you are looking for an exciting challenge in a burgeoning market, we invite you to connect with us!Your ImpactWe are in search of a remarkable Senior People Partner to join our People team in New York, making a significant impact on our organization. In this role, you will be central to our operations, collaborating closely with leadership to empower our teams and enhance their performance. If you possess a passion for strategic partnership, a solid foundation in talent and organizational design, and excel in fast-paced, high-growth settings, we would love to hear from you.ResponsibilitiesIn your capacity as a Senior People Partner, you will:Serve as a trusted advisor to senior management, assisting them in all people-related matters to enhance performance and business results.Work closely with the Director of People to collaboratively design and implement People strategies focusing on talent development, employee engagement, culture, and organizational change.Utilize data and insights to identify trends, influence decision-making, and support managers with workforce planning, organizational structuring, and succession planning.
Full-time|On-site|New York City, New York, United States
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.
Full-time|$120K/yr - $150K/yr|On-site|New York City
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.
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.
Full-time|$147K/yr - $198K/yr|On-site|New York City, United States
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.
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|$80K/yr - $105K/yr|On-site|New York City, New York
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.
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.
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.
Join Flex, a pioneering FinTech company based in New York City, as our Senior Manager of Account Management. In this pivotal role, you will lead a team of dedicated Account Managers while directly managing a portfolio of our most strategic partners. Your mission is to ensure partner success by driving retention, expansion, and long-term value across existing accounts. Collaborating closely with the Vice President of Account Management, you will translate strategic account initiatives into actionable execution, fostering deep engagement with Flex's innovative products. The ideal candidate will possess a hands-on leadership style, strong commercial instincts, and a passion for cultivating enduring partner relationships within high-growth B2B or B2B2C settings.
About ForaFora is redefining the travel agency landscape, empowering individuals with a passion for exploration to cultivate successful advisory careers. We are transforming the $100B+ travel agency sector by harnessing innovative technology, insightful data, and a supportive community, enabling thousands of entrepreneurs to thrive on our platform. Our comprehensive business model equips travel entrepreneurs with everything necessary to launch and scale their ventures, including state-of-the-art tools, tailored training, and access to a vibrant community along with exclusive industry partnerships. Central to our mission is the commitment to assist the next wave of travel entrepreneurs in turning their passion for travel into a rewarding career, whether pursued full-time or part-time. We believe that everyone, from experienced professionals to new advisors, can create something both lucrative and personally fulfilling.Founded in 2021 by a team of seasoned entrepreneurs, Fora has steadily expanded and now boasts over 200 full-time employees located in the heart of New York City. In 2025, we celebrated significant milestones with the announcement of our $60 million Series B and C funding rounds, spearheaded by Thrive Capital and Insight Partners, with participation from prior investors such as Forerunner and Heartcore Capital. Our company has also garnered accolades including LinkedIn's Top Startup 2024, Fast Company's Most Innovative Companies for both 2023 and 2025, and Built In's Best Places to Work in 2025.We are in the process of creating the first truly unified platform for all travel needs—leveraging the best of human expertise and technology to revolutionize how people plan and reserve travel.About The RoleThe Senior Manager, Regional Advisor Success - West is responsible for the overall market performance within Fora’s western regions, focusing on advisor growth, productivity, product adoption, and retention. This role introduces a geographic layer to Fora’s advisory business, holding full accountability for market outcomes. The Senior Manager will define what effective market ownership entails, establish systems to monitor performance, and implement strategies to enhance results. This role collaborates closely with cross-functional teams while independently formulating and executing market strategies.
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 Saviynt, a pioneer in AI-driven identity security solutions, where we empower organizations to manage and govern access to critical applications, data, and business processes. Our platform is trusted by leading brands, Fortune 500 companies, and government institutions to enhance operational efficiency, ensure compliance, and protect digital assets. As we navigate the AI era, Saviynt is committed to helping our clients harness AI safely and effectively. Discover more about us at www.saviynt.com.As a Senior Customer Success Manager, you will play a key role in fostering customer loyalty and driving the adoption of Saviynt's cutting-edge solutions. You will utilize customer business objectives to guide your strategies and ensure they achieve value-based outcomes. Your responsibilities will include customer segmentation, performance oversight, adoption strategies, and metrics analysis. Additionally, you will conduct regular health checks and facilitate necessary interventions to keep our customers aligned with their goals. Success in this role will lead to heightened customer satisfaction, increased retention, and growth opportunities for Saviynt, all while encouraging our clients to advocate for our services.
Join Our Team at TennrAt Tennr, we revolutionize the healthcare referral process, ensuring that every referral reaches its destination promptly and with the necessary information. By utilizing our advanced RaeLM™ technology, we minimize delays and denials, empowering healthcare providers to maximize their referral captures and improve patient care.Your Role as an Enterprise Account PartnerAs our Enterprise Account Partner, you will play a vital role in nurturing customer relationships and driving meaningful business outcomes after the initial sale. This position transcends traditional account management; it requires a proactive and impactful approach to ensure that our clients derive significant value, renew contracts, and experience growth through our solutions.Your role will place you at the heart of our operations, collaborating with Product, Engineering, Solutions, Sales, and Operations teams to convert Tennr’s workflows into tangible results for our healthcare partners. You will act as both a strategic project manager and a trusted advisor, working with stakeholders from frontline staff to C-suite executives, ensuring that Tennr is deeply integrated into daily operations.This position is perfect for high-achieving professionals with backgrounds in healthcare consulting or investment banking, looking to thrive in a dynamic environment where you can drive substantial business results.
Full-time|$138K/yr - $185K/yr|On-site|New York City, New York
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.
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.
Feb 3, 2026
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