Customer Success Manager

OnCorps, Inc.; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

OnCorps, Inc. is hiring a Customer Success Manager to serve as a trusted partner to enterprise clients in the asset management space. You will shape adoption of AI-first solutions and lead post-implementation success and expansion.

You'll own key accounts, develop long-term strategies, and collaborate with product, marketing, and delivery teams to maximize value and client outcomes. This is a hybrid role in the Northeast region.

Qualifications

• 8+ years of experience in Customer Success, Relationship Management, or Account Strategy.
• Strong domain expertise in investment management middle/back-office solutions.
• Proven track record with high-value institutional accounts.
• Ability to engage senior executives and C-suite stakeholders.
• Strategic mindset to translate client challenges into solutions.
• Knowledge of relevant financial market regulations.
• Experience or willingness to leverage AI tools to automate operations.
• Excellent communication, presentation, and negotiation skills.

Responsibilities

• Own account relationships, drive strategic alignment and opportunity expansion.
• Build and maintain long-term account strategies and provide cross-product support.
• Partner with Product, Marketing, Delivery, and Engineering to reflect client needs.
• Collaborate with Solutions Engineers for onboarding, scoping, and post-go-live delivery.
• Develop and execute strategic account plans to ensure retention and expansion.
• Maintain customer success metrics and up-to-date health records in CRM.
• Deliver data-driven insights on health, adoption, and growth to leadership.
• Stay ahead of market trends and regulatory changes in investment ops.

Skills

Customer Success

Account Management

Strategic Planning

Executive Communication

Cross-functional Collaboration

Growth Hacking

AI for Ops

Tools

HubSpot

Gong

Job description

Customer Success Manager

Northeast - Boston, NYC (Hybrid)

OnCorps is building AI-powered agents for the world's largest asset managers and fund administrators to reduce operational complexity. We're the leading agentic AI platform for fund operations, delivering intelligent exception resolution for clients representing $13 trillion in assets.

Backed by a recent $55 million investment from Long Ridge Equity Partners, we're in growth mode and looking for exceptional talent to help us scale. With new leadership from BlackRock and a proven platform built over a decade, our team is shaping what AI-first operations will look like across capital markets.

At OnCorps, you'll work alongside a team that's redefining what's possible in capital markets technology, while collaborating closely with leadership in a fast-moving, high-agency environment.

The Opportunity

As a Customer Success Manager, you will serve as the trusted partner and strategic advisor to our enterprise clients. This is an entrepreneurial opportunity to shape how the world’s leading asset managers and global financial institutions evolve their operations, client experiences, and adoption of advanced AI-first solutions.

By owning key account relationships, maintaining long-term strategies, and executing strategic growth plans, you will directly drive OnCorps' post-implementation success and account expansion. If you are growth-minded, energized by navigating complex institutional landscapes, building trusted C-suite relationships, and translating cutting-edge technology into high-impact business outcomes, this role offers a platform to significantly scale both our business and your career.

Key Responsibilities

• Account Relationships & Expansion: Serve as the primary owner of account relationships, focusing on strategic alignment, account growth, and upsell opportunities.


• Strategy & Support: Responsible for building and maintaining long-term account strategies and providing cross-product support to clients.


• Cross-Functional Collaboration: Partner with Product, Marketing, Delivery, and Engineering to advocate for client needs, refine value propositions, and align our product roadmap with client success.


• Implementation Hand-Off: Collaborate with Solutions Engineers to oversee and ensure smooth client onboarding, implementation scoping, and post-go-live delivery.


• Account Planning: Develop and execute strategic account plans to ensure client retention and maximize expansion and demonstrating client value.


• Operations & Metrics: Build and adhere to customer success metrics, maintaining up-to-date client health records, milestones, and expansion pipelines within our CRM platforms (HubSpot and Gong).


• Executive Insights: Deliver comprehensive, data-driven insights on client health, product adoption, and account growth directly to the senior leadership team.


• Industry Expertise: Stay ahead of market trends, regulatory changes, and client needs within the investment management and middle-to-back office space

What We’re Looking For

• 8+ years of experience in Customer Success, Relationship Management, or Account Strategy in investment operations technology or financial services.


• Strong domain expertise in investment management middle and/or back-office solutions or closely related areas (e.g., fund accounting, financial/regulatory reporting, investment operations reconciliations).


• Proven track record of managing high-value institutional accounts, achieving retention targets, and driving account growth/expansion.


• Ability to engage and influence senior executives and C-suite stakeholders with credibility.


• Strategic mindset with the ability to translate client operational challenges into technical solutions and growth opportunities.


• Understanding of relevant financial market regulations.


• Experience in or eagerness to leverage AI tools to automate and scale operations.


• Excellent communication, presentation, and negotiation skills.


• Executive presence and strong interpersonal skills.

OnCorps LLC is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, pregnancy, age, marital status, veteran status, or disability status. We provide reasonable accommodations for persons with disabilities. Applicants with equal employment opportunity questions should contact OnCorps at [e-mail] or [phone]. Retaliation against applicants raising EEO issues is prohibited.