Customer Success Manager

9fin; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Competitive salary

Equity options

401(k) contributions

Private health insurance

25 vacation days

Hybrid working model

Job summary

A leading financial technology company in New York is seeking an experienced Account Manager to enhance client relationships and drive growth. In this role, you'll collaborate closely with account managers and participate in innovative communication strategies to ensure clients understand and optimize their use of the platform. With competitive compensation and opportunities for professional growth, this role is perfect for someone with a solid background in account management and a passion for customer success.

Qualifications

• Minimum 2 years of relevant account management experience.
• Strong knowledge of financial markets and ability to build relationships.
• Track record of managing enterprise clients with a sizeable book of business.

Responsibilities

• Become a 9fin expert with strong product knowledge.
• Partner with account managers on client projects to drive growth.
• Develop bespoke KPIs and performance data-driven insights.

Skills

Account management or Customer Success experience

Knowledge of financial markets

Effective communication skills

Ability to prioritize tasks

Team player

Tools

CRM systems

Job description

Overview

About 9fin. The world's largest asset class, debt, operates with the worst data. Technology has revolutionized equity markets with electronic trading, quant algos and instantaneous news. However, in debt capital markets, the picture is completely different. It still behaves like it’s in the 1980s; trillions of dollars of trades are placed over the phone, news is slow, and corporate credit information is imperfect and scattered. Our mission is to change this. 9fin's proprietary technology delivers fast and comprehensive financial, credit, legal & ESG analysis. Our clients are able to make faster, more informed decisions, win more business and most importantly, save time. Our fast growing list of clients include 9 of the top 10 Investment Banks, leading Asset Managers, Hedge Funds and Law Firms.

The Opportunity

The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients’ workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base. The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication. There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top-tier customer experience. This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero. This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your sales career.

What you\'ll work on

Every day is different, but here’s an example of the kind of things you’ll work on:

• Become a 9fin expert with a strong understanding of our products and services
• Partner with the account managers on specific client projects to drive and ensure growth within the accounts
• Become the voice of the client when delivering on internal projects by ensuring our clients’ needs are consistently met
• Develop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clients
• Leverage existing customer relationships and expand the network of relevant contacts within each account to ensure 9fin continues to be the partner of choice for their needs
• Attend relevant industry conferences and events
• Maintain up to date records of client interactions via our CRM

Requirements

This role will be a great fit if you have:

• Minimum 2 years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development)
• A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buyside, sellside & advisory community
• A track record of managing & growing a book of enterprise clients (min $1m+ book of business)
• Ability to plan and prioritize important tasks and work with accuracy and attention to detail
• Effective written and verbal communication skills conveying messages accurately and concisely
• Team player, but also able to work effectively alone (help is always at hand if you need though!)
• Existing relationships / network within the Leveraged Finance community would be beneficial

Our Benefits

We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

• Competitive Salary: $90,000-$105,000
• Equity
• 401(k) (9fin pay 3%, employee contributions are uncapped)
• Private Health Insurance, with Dental and Vision
• Paid sick leave
• Disability Insurance (New York)
• Commuter Benefit

Time off

• 25 vacation days per year
• Local public holidays
• Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work
• Work abroad for up to 3 months a year
• 1 month paid sabbatical after 5 years of service
• Enhanced parental leave & flexible working arrangements available

Training & Culture

• Professional learning and development budget
• Bi-annual team socials
• Summer and Winter company social events

9fin is an equal opportunities employer
At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.