Customer Success Manager

Weareunicorn; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Unicorn, a leading fintech platform in global debt markets, is creating a Customer Success function to help clients maximise platform usage and strategic value across the lifecycle.

This ground-floor role offers the chance to build a CS strategy from scratch within a fast-growing fintech, partnering with account managers to deliver measurable value and expand relationships across existing clients.

Qualifications

• 2+ years of account management or Customer Success experience in Capital Markets, B2B Sales or Business Development.
• Strong knowledge of financial markets with a demonstrated ability to build relationships across buy-side, sell-side and advisory communities.
• Proven track record managing and growing an enterprise book of business ($1m+)
• Existing network within the Leveraged Finance community is a strong advantage.
• Commercially minded with the ability to build strategy independently.
• Excellent written and verbal communication skills.
• Highly organised with strong attention to detail.

Responsibilities

• Become a platform expert with deep knowledge of the product suite.
• Partner with Account Managers on client projects to drive usage and growth.
• Act as the voice of the client on internal projects, ensuring their needs are consistently met.
• Develop bespoke KPIs and data-driven performance strategies for accounts.
• Expand networks within existing accounts to deepen relationships.
• Attend relevant industry conferences and events.
• Maintain accurate CRM records of all client interactions.

Skills

Client relationship management

Strategic thinking

Data-driven decision making

CRM proficiency

Financial markets knowledge

Communication skills

Job description

Summary: Unicorn are working with an AI platform powering global debt markets - the world's largest asset class at over $145 trillion - replacing fragmented data, PDFs and manual workflows with a single, centralised platform for credit data, analysis and high-value workflows.

Job Summary

This is a newly created Customer Success function, built as an extension of a high-performing Account Management team. The role focuses on ensuring clients fully understand the platform and maximise usage, using data to drive innovative communication and deliver bespoke strategies across the customer lifecycle.

This is a ground-floor opportunity for a commercially minded individual to build a high-performing CS strategy from scratch inside one of the fastest-growing fintechs in the world.

What You'll Work On

• Becoming a platform expert with deep knowledge of the product suite
• Partnering with Account Managers on client projects to drive usage and growth
• Acting as the voice of the client on internal projects, ensuring their needs are consistently met
• Developing bespoke KPIs and data-driven performance strategies for accounts
• Expanding networks within existing accounts to deepen relationships
• Attending relevant industry conferences and events
• Maintaining accurate CRM records of all client interactions

Experienced Required

• 2+ years of account management or Customer Success experience in Capital Markets, B2B Sales or Business Development
• Strong knowledge of financial markets with a demonstrated ability to build relationships across buy-side, sell-side and advisory communities
• Proven track record managing and growing an enterprise book of business ($1m+)
• Existing network within the Leveraged Finance community is a strong advantage
• Commercially minded with the ability to build strategy independently
• Excellent written and verbal communication skills
• Highly organised with strong attention to detail

The Application Process

Unicorn Screening Call (30 mins)

Hiring Manager Video Call (30 mins)

In-person presentation (90 mins)

Final video call with Head of Sales (30 mins)