Client Success Manager, Partnerships

CFRA Research; United States; Remote; USD 55,000 - 70,000; Full time

Benefits offered by this job

Vacation 20 days

Sick days 8

Volunteer day

Holidays 10–11 days/year

Health, Dental, Vision Insurance

Life & Disability Insurance

Competitive Pay

Annual Performance Bonus

Job summary

CFRA Research seeks a Client Success Manager, Partnerships to support its network of distribution partners in the financial services space. You will manage several partner relationships, learn each partner’s setup, and drive content distribution, compliance, and growth on a proactive, detail-oriented team.

Responsibilities include partner communication, understanding goals and pricing, and acting as the product expert to drive adoption while maintaining accurate account records and renewal data.

Qualifications

• 1–2 years of experience in Customer Success, Account Management, or a partner-facing role.
• Experience in financial services, data, or research is preferred.
• Hands-on experience with CRM tools, preferably Salesforce.
• Proficiency in Excel with pivot tables, VLOOKUP/XLOOKUP, and handling large datasets.

Responsibilities

• Directly manage a handful of smaller partner relationships with end-to-end communication.
• Understand each partner's goals, packages and pricing, and how they use our services.
• Drive adoption of products/services in collaboration with partners.
• Maintain centralized views of account information, renewal dates, and current spend.
• Monitor usage data to align with contracted terms and drive adoption.
• Keep accurate records of partner accounts, contacts, and interactions.
• Assist with inbound product-, research-, and issue-related questions from partners.

Skills

Customer Success

Account Management

Communication

Relationship management

Problem solving

Data analysis

Prioritize tasks

Tools

Salesforce

Excel (Pivot, VLOOKUP/XLOOKUP)

Job description

Client Success Manager, Partnerships

Department: Account Management

Employment Type: Full Time

Location: Remote US

Compensation: $55,000 - $70,000 / year

Description

The Client Success Manager, Partnerships supports our network of distribution partners within the financial services sector, including resellers, data vendors, and platform providers. Rather than working with direct end clients, you will manage a portfolio of smaller partner relationships and partner with the Partnerships lead to keep our larger accounts running smoothly. You will develop deep knowledge of each partner’s setup, maintain accurate account and usage records, and help ensure seamless content distribution, compliance, and growth. This role is a good fit for a proactive, detail-oriented team player who thrives on a small team.

Key Responsibilities

• At the direction of the Partnerships lead, directly manage a handful of smaller partner relationships, including end-to-end communication and scheduling.
• Develop a deep understanding of each partner, including their goals, packages and pricing, and how they use and benefit from our services.
• Serve as the product expert for your partner base, driving adoption of our products and services in collaboration with partners.
• Partner with the Partnerships lead to build and maintain centralized views of account-level information, such as licensed products, renewal dates, and current spend.
• Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms.
• Maintain accurate, up-to-date records of partner accounts, contacts, and interactions
• Serve as the product expert for services within your client base.
• Assist with inbound product-, research-, and issue-related questions from partners.

Skills, Knowledge and Expertise

• 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role.
• Previous experience in financial services, financial data, or a research environment is highly preferred.
• Hands-on experience with CRM tools, preferably Salesforce.
• Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, filtering and sorting large datasets), with comfort organizing, analyzing, and reconciling data.
• Collaborative work ethic and a goal-driven approach.
• Excellent written and verbal communication skills, with strong attention to detail.
• Strong relationship management skills, with the ability to build and maintain long-term business relationships.
• Ownership and accountability, with the ability to work independently and follow through on commitments.
• A customer-centric mindset with a passion for helping clients succeed.
• Ability to prioritize tasks and manage multiple client requests.
• Strong problem-solving skills and a proactive approach to addressing client challenges.

Benefits

• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Annual Performance Bonus

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.