Customer Success Manager

Taurus Search; New York (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

24 PTO days + public holidays

Uncapped commission

Matched 401(k)

Health and dental plans

Enhanced parental leave

Office breakfasts and social events

Job summary

A leading SaaS firm in New York is seeking a Client Success Manager to manage high-value accounts in the financial services sector. The role involves driving platform adoption, delivering tailored success plans, and ensuring client satisfaction. Ideal candidates should have experience in customer success and strong communication skills, along with a willingness to work flexible hours.

Qualifications

• Experience in customer success, relationship management, or SaaS onboarding.
• Willingness to work later hours to accommodate client schedules.

Responsibilities

• Manage a portfolio of financial services clients.
• Deliver tailored success plans and host strategic reviews.
• Maximize platform adoption and engagement.

Skills

Customer success experience

Relationship management

Strong interpersonal skills

Detail-oriented

Problem-solving mindset

Job description

Overview

Client Success Manager – SaaS / Financial Services

My client, an award-winning SaaS company supporting the mergers & acquisitions (M&A) and private equity space is hiring a Client Success Manager to manage high-value accounts, drive platform adoption, and ensure long-term client satisfaction.

What You'll Do

• Serve as the day-to-day relationship lead for a portfolio of financial services clients
• Deliver tailored success plans and host regular strategic review sessions
• Maximize platform adoption and engagement across client organizations
• Partner with Sales, Insights, and Marketing teams to ensure client success
• Become a trusted advisor on deal origination workflows and best practices

What We're Looking For

• Experience in customer success, relationship management, or SaaS onboarding
• Strong interpersonal and communication skills
• Detail-oriented with a problem-solving mindset
• Prior exposure to private equity, M&A, or financial markets is a plus
• Willingness to work some later hours to accommodate client schedules

Benefits

• 24 PTO days + public holidays
• Uncapped commission
• Matched 401(k)
• Health and dental plans
• Enhanced parental leave and wellness perks
• Office breakfasts, social events, and charity days

Job Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Customer Service and Sales
• Industries: Financial Services, Research Services, and Market Research
• Location: New York, NY