Customer Success Manager, B2B SaaS – Private Shares

Soteria Reinsurance Ltd.; Salt Lake City (UT); Hybrid; USD 70,000 - 115,000; Full time

Job summary

Fidelity Private Shares, part of Fidelity Investments, seeks a Customer Success Manager in Salt Lake City. You will nurture client relationships, guide users through FPS, and ensure smooth renewals while aligning with client goals.

The role emphasizes strong communication with executive contacts, cross-functional collaboration, and proactive client education to drive product adoption.

Qualifications

• 3–5 years of experience in customer success or account management in B2B SaaS.
• Experience with executives, renewals, and customer education plans.

Responsibilities

• Build and maintain relationships with FPS clients.
• Help clients navigate Fidelity Private Shares and align with business goals.
• Manage renewals and contribute to customer education and engagement.

Skills

Customer success

Account management

Executive communication

SaaS familiarity

Job description

Fidelity Private Shares, part of Fidelity Investments, seeks a Customer Success Manager in Salt Lake City. You will nurture client relationships, guide users through FPS, and ensure smooth renewals while aligning with client goals.

The role emphasizes strong communication with executive contacts, cross-functional collaboration, and proactive client education to drive product adoption.