Customer Success

altshare; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

altshare is a leading equity management fintech platform seeking a hands-on Customer Success Manager to own US customer relationships from onboarding through ongoing success. You’ll work directly with US customers, drive adoption and retention, support 409A valuation processes, and serve as a key bridge between our customers and Product.

You will own a portfolio of US customers end-to-end, lead onboarding and drive product adoption, build relationships, monitor health, manage risks, drive

Qualifications

• 2–3 years of Customer Success / Account Management experience.
• SaaS experience preferred.
• Strong communication and stakeholder management skills.
• Proactive, hands-on and comfortable in a fast-moving environment.

Responsibilities

• Own a portfolio of US customers end-to-end.
• Lead onboarding and drive product adoption.
• Build strong relationships and act as a trusted advisor.
• Monitor customer health and proactively manage risks.
• Drive renewals and identify growth opportunities.
• Support 409A valuation processes.
• Bring customer insights to Product and R&D.

Skills

Customer Success

Account Management

Communication skills

Stakeholder management

Job description

altshare is a leading equity management fintech platform, trusted by 3,000+ companies, 150 VC firms and over 120,000 beneficiaries worldwide.

As we continue to grow our US business, we’re looking for a hands-on Customer Success Manager to own customer relationships from onboarding through ongoing success.

You’ll work directly with US customers, drive adoption and retention, support 409A valuation processes, and serve as a key bridge between our customers and Product — turning customer needs into actionable insights and better experiences.

What you’ll do

• Own a portfolio of US customers end-to-end
• Lead onboarding and drive product adoption
• Build strong relationships and act as a trusted advisor
• Monitor customer health and proactively manage risks
• Drive renewals and identify growth opportunities
• Support 409A valuation processes
• Bring customer insights to Product and R&D

What we’re looking for

• 2–3 years of Customer Success / Account Management experience
• SaaS experience preferred
• Strong communication and stakeholder management skills
• Proactive, hands-on and comfortable in a fast-moving environment