Customer Success Manager (B2B SaaS/Financial Markets)

Iopa Solutions; New York (NY); On-site; USD 130,000 - 140,000; Full time

Job summary

A growing tech firm is seeking a Customer Success Manager to ensure clients achieve maximum value from their solutions. This role involves managing the customer lifecycle from onboarding to renewal and collaborating with sales and product teams. The ideal candidate has over 3 years of experience in a Customer Success role, specifically in B2B SaaS, with strong communication skills. This position offers an opportunity to shape client success strategies and foster relationships in a fast-paced environment.

Qualifications

• 3+ years in a Customer Success role, ideally in B2B SaaS.
• Experience with private equity, financial, or capital markets clients.
• Ability to thrive in a fast-paced, dynamic environment.

Responsibilities

• Own the customer lifecycle from onboarding to renewal.
• Develop and execute structured Customer Success plans.
• Serve as a trusted advisor to clients with tailored insights.

Skills

Customer Success

Strategic thinking

Strong communication

Resilience

Job description

Customer Success Manager (B2B SaaS/Financial Markets)

We’re seeking a driven Customer Success Manager to join our growing team, focused on ensuring clients achieve maximum value from our solutions. This is an exciting opportunity to work with B2B SaaS customers in the private equity, financial services, or capital markets sectors.

Base pay range

$130,000 – $140,000 base + double OTE

Key Responsibilities

• Own the customer lifecycle from onboarding to renewal, ensuring clients meet their business objectives
• Develop and execute structured Customer Success plans with measurable outcomes
• Serve as a trusted advisor to clients, providing insights and guidance tailored to their goals
• Collaborate with sales, product, and operations teams to advocate for clients’ needs
• Identify opportunities to expand relationships and drive account growth

Candidate Profile

• 3+ years in a Customer Success role, ideally in B2B SaaS
• Experience working with private equity, financial, or capital markets clients
• Strategic thinker with a methodical approach to customer success processes
• Strong communicator, comfortable engaging with all levels internally and externally
• Thrives in a fast-paced, dynamic environment with resilience and collaborative spirit

Why This Role Matters

Our Customer Success Managers are the backbone of client satisfaction and growth. If you are passionate about delivering measurable value, building strong relationships, and shaping client success strategies, this role offers an exceptional platform to excel and influence.

Location

New York, United States

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Customer Service and Sales

Industries

Financial Services, Venture Capital and Private Equity Principals, and Capital Markets