Customer Success Manager Remote (m/w/d)

9fin; New York (NY); Hybrid; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Hybrid working model

Paid sabbatical after 5 years of work

Enhanced parental leave

Flexible working arrangements

Zusammenfassung

9fin is seeking an experienced Account Manager / Customer Success professional to join our US-based team and deepen client relationships across the world’s largest financial markets.

You will collaborate with account managers to ensure clients fully understand our platform, drive usage, and deliver data-driven insights that enhance workflows and client experience.

Qualifikationen

• 2+ years in account management or customer success in capital markets or B2B sales.
• Strong knowledge of financial markets and relationships across buyside, sellside, and advisory.
• Proven ability to manage and grow a $1M+ book of enterprise clients.
• Team player who can also work independently.
• Existing relationships within Leveraged Finance are a plus.

Aufgaben

• 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.
• Maintain up to date records of client interactions via our CRM.

Kenntnisse

Account management

Customer success

Financial markets knowledge

Enterprise client management

Relationship building

Leveraged Finance network

Jobbeschreibung

9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide.

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. 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.

Job Responsibilities

• 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
• Maintain up to date records of client interactions via our CRM

Qualifications

• 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)
• 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

Financial & Insurance

• Private Health Insurance, with Dental and Vision
• Disability Insurance (New York)
• Local public holidays
• Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work
• 1 month paid sabbatical after 5 years of serviceEnhanced parental leave & flexible working arrangements available

Training & Culture

• Bi-annual team socials
• Summer and Winter company social events

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.