Client Success Manager — Private Funds Platform

Maybern; New York (NY); On-site; USD 160,000 - 195,000; Full time

Benefits offered by this job

Healthcare benefits

Equity package

Flexible schedule

WFH as needed

401k

Parental leave

Job summary

Maybern, an NYC-based company, seeks an Account Manager to own post-sale client relationships and drive measurable value from the platform. You will build trusted relationships, coordinate implementation and adoption, and guide customers through complex changes with empathy and strategic communication.

The role blends executive relationship management, product fluency, and change management, requiring a client-centered, organized, and analytical mindset to deliver high-impact outcomes for

Qualifications

• Experience building trusted client relationships and managing executive-level conversations.
• Ability to coordinate multiple internal teams and deliverables across complex accounts.
• Strong understanding of product functionality and how to drive adoption and value realization.

Responsibilities

• Build trusted relationships with client stakeholders and develop a nuanced understanding of their goals and concerns.
• Coordinate multiple accounts, timelines, training needs, and internal dependencies.
• Lead difficult conversations with candor and empathy during issues or changing requirements.
• Drive product adoption and coach clients on reporting and workflows.
• Ensure business value realization through change management and measurable success metrics.

Skills

Client relationships

Executive relationship management

Cross-functional coordination

Product fluency

Change management

Finance/fund management domain

Job description

Maybern, an NYC-based company, seeks an Account Manager to own post-sale client relationships and drive measurable value from the platform. You will build trusted relationships, coordinate implementation and adoption, and guide customers through complex changes with empathy and strategic communication.

The role blends executive relationship management, product fluency, and change management, requiring a client-centered, organized, and analytical mindset to deliver high-impact outcomes for