Senior Customer Success Manager, Strategic Accounts

present of AI; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

AI tools budget

Job summary

9fin is seeking a Senior Customer Success Manager for Strategic Accounts in New York. This role will build a customer success function from scratch, collaborating with account managers to drive expansion across large enterprise clients in the debt market space.

The candidate will leverage experience in capital markets, manage relationships across buyside/sellside/advisory firms, and rely on data-driven planning to set goals and report on performance, ensuring clients adopt the AI-enabled

Qualifications

• Years of account management or customer success in capital markets.
• Track record of growing a book of business worth over $1M.
• Real relationships across buyside, sellside and advisory firms.
• Comfort with data-driven planning and clear communication.

Responsibilities

• Build a customer success function from scratch alongside account managers.
• Run projects across the client lifecycle to grow usage and revenue in large enterprise accounts.
• Set account goals and share performance insights with clients.

Skills

Account management

Customer success

Relationship building

Data-driven planning

Job description

Senior Customer Success Manager, Strategic Accounts

Customer & Solutions · New York · FullTime · Senior level

This role asks for someone to build a customer success function from scratch alongside account managers, running projects across the client lifecycle to grow usage and revenue in large enterprise accounts. A strong candidate brings years of account management or customer success work in capital markets, a record of growing a book of business worth over a million dollars, and real relationships across buyside, sellside and advisory firms. Comfort with data driven planning and clear communication matters, since the work involves setting account goals and sharing performance insights with clients.

How it fits the AI era

The platform automates data gathering and workflow steps that debt professionals once did by hand, so the success role leans on helping clients actually adopt those tools and change how they work. Judgement about which accounts need which approach, and the relationship building that keeps a firm a partner of choice, stay human. The role sits where product adoption meets commercial growth, and that translation work is not something automation replaces.

How it builds AI experience

Working here means gaining hands on exposure to an AI platform built for debt markets, seeing how automated workflows reshape credit research and client operations. A candidate can build relevant experience by learning how AI tools fit into financial workflows and by practising data driven account planning. The company offers a budget for trying AI tools, which supports that learning directly.

Worth showing

• Enterprise account growth
• Capital markets knowledge
• Buyside sellside relationships
• Building new functions

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About 9fin

9fin delivers debt market intelligence, news, and credit analytics powered by automated workflows, per company statements.