Client Success Manager - Capital Markets technology vendor

Metric; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Metric is seeking a Client Success Manager to support its institutional client base across derivatives and post-trade solutions. The role focuses on maximizing value from technology and services, while ensuring client satisfaction and retention.

You will engage with investment banks, asset managers and other market participants, driving product adoption and issue resolution in collaboration with Product, Technology, Operations and Sales teams.

Qualifications

• Experience in Client Success, Relationship Management, Account Management or a client-facing role within capital markets technology or financial services.
• Strong knowledge of OTC derivatives and post-trade processes, including trade confirmation, matching, reconciliation, clearing and settlement.
• Experience with institutional financial services clients such as investment banks, broker-dealers or asset managers.

Responsibilities

• Manage and develop relationships with institutional clients, including investment banks, asset managers and other market participants.
• Act as a key point of contact for clients, ensuring they maximize the value of the firm's technology and services.
• Develop an understanding of client workflows across trade processing, confirmations, reconciliation, clearing and settlement.
• Drive client engagement, product adoption and ongoing satisfaction.
• Work with Product, Technology, Operations and Sales to resolve issues and improve the client experience.
• Identify opportunities to expand existing relationships through increased product utilization and additional services.
• Lead regular client reviews, manage escalations and address retention risks.

Skills

Client success

Relationship management

Account management

Stakeholder engagement

Job description

A leading capital markets technology provider is looking for a Client Success Manager to support its institutional client base across derivatives and post-trade solutions.

The business provides technology and services to global financial institutions, helping them automate post-trade workflows, reduce operational risk and improve efficiency.

This role will suit someone with a strong understanding of derivatives markets and post-trade processes who enjoys managing client relationships, solving complex challenges and driving customer success.

Key Responsibilities

• Manage and develop relationships with institutional clients, including investment banks, asset managers and other market participants.
• Act as a key point of contact for clients, ensuring they maximize the value of the firm's technology and services.
• Develop a detailed understanding of client workflows across trade processing, confirmations, reconciliation, clearing and settlement.
• Drive client engagement, product adoption and ongoing satisfaction.
• Work closely with Product, Technology, Operations and Sales teams to resolve issues and improve the client experience.
• Identify opportunities to expand existing relationships through increased product utilization and additional services.
• Lead regular client reviews, manage escalations and proactively address retention risks.
• Represent client requirements internally and contribute to ongoing product and service improvements.

Requirements

• Experience in Client Success, Relationship Management, Account Management or a client‑facing role within capital markets technology or financial services.
• Strong knowledge of OTC derivatives and post-trade processes, including trade confirmation, matching, reconciliation, clearing and settlement.
• Experience working with institutional financial services clients, ideally investment banks, broker‑dealers or asset managers.
• Understanding of derivatives products, particularly across Rates, Credit, FX or Equities.
• Ability to engage confidently with stakeholders across Middle Office, Operations, Technology and Trading.
• Strong relationship management, communication and problem‑solving skills.
• Commercial awareness and the ability to identify opportunities for client retention, adoption and account growth.