Founding US Customer Success Lead — Enterprise SaaS

Syntrace; New York (NY); On-site; USD 150,000 - 210,000; Full time

Job summary

Syntrace in New York is seeking a Founding Customer Success Manager to lead our first US CS effort. You will own the post-signature journey, run onboarding, ensure customers realize value from day one, and grow accounts from a few users to the entire firm.

Work closely with the Founding CRO, help shape the CS playbook, and embed security as a core product pillar. This is a foundational role with broad impact.

Qualifications

• Several years in customer success or account management at an enterprise SaaS company, ideally with financial institutions.
• A record of driving adoption and expansion in demanding accounts.
• Genuine curiosity about how investors and IR teams work.
• The drive to build a function, not only run one.

Responsibilities

• Own the customer journey from signing to ongoing value delivery.
• Manage onboarding and ensure value early in the relationship.
• Grow accounts from a few users to firm-wide adoption.
• Collaborate with the Founding CRO and feed learnings back to product.
• Build scalable playbooks for future CSMs.

Skills

Enterprise SaaS

Adoption & Expansion

Account Management

Investor/IR Knowledge

Job description

Syntrace in New York is seeking a Founding Customer Success Manager to lead our first US CS effort. You will own the post-signature journey, run onboarding, ensure customers realize value from day one, and grow accounts from a few users to the entire firm.

Work closely with the Founding CRO, help shape the CS playbook, and embed security as a core product pillar. This is a foundational role with broad impact.