Senior Customer Success Manager, Strategic Accounts

9fin; New York (NY); Hybrid; USD 140,000 - 175,000; Full time

Benefits offered by this job

Private Health Insurance

Dental and Vision

Paid sick leave

Disability Insurance (New York)

Commuter Benefit

25 vacation days per year

1 month sabbatical after 5 years of服务

Enhanced parental leave & flexible工作安排

Job summary

9fin is hiring for a Customer Success/Account Management role in New York. You will partner with account managers to drive growth, build strong client relationships, and ensure clients maximize value from our platform.

The role requires 3 days in the NYC office, with hybrid work arrangements. A commercially minded individual will develop strategy from zero and play a key part in a scaling, industry-leading debt markets platform.

Qualifications

• 6+ years in account management or Customer Success (Capital Markets, B2B Sales or Business Development)
• Strong knowledge of financial markets and relationships with buyside, sellside & advisory
• Proven track record managing and growing a $1M+ book of enterprise clients
• Ability to plan and prioritize tasks with accuracy and attention to detail
• Excellent written and verbal communication; concise messaging
• Team player who can also work effectively alone; existing Leveraged Finance connections beneficial

Responsibilities

• Become a 9fin expert with a deep understanding of our products and services
• Collaborate with account managers on client projects to drive growth within accounts
• Be the voice of the client when delivering internal projects and ensure client needs are met
• Develop bespoke KPIs and data-driven insights for accounts and communicate them to clients
• Leverage client relationships to expand the network of relevant contacts for 9fin
• Attend industry conferences and events relevant to clients
• Maintain up-to-date records of client interactions in the CRM

Job description

About 9fin

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.

We’re at a defining inflection point. 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.

There is also a high degree of collaboration between other teams to execute the usage growth strategy; 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.

This role requires 3 days in our NYC office.

What you'll work on

Every day is different, but here’s an example of the kind of things you’ll work on:

• Become a 9fin expert with a strong understanding of our products and services

• 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

• Attend relevant industry conferences and events

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

Requirements

This role will be a great fit if you have:

• 6+ 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)

• Ability to plan and prioritize important tasks and work with accuracy and attention to detail

• Effective written and verbal communication skills conveying messages accurately and concisely

• 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

Our benefits

We’re a scaling start up and we enjoy sharing our success, when the company
succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

• Competitive Salary: $140,000-$175,000

• 401(k) (9fin pay 3%, employee contributions are uncapped)

• Private Health Insurance, with Dental and Vision

• Paid sick leave

• Disability Insurance (New York)

• Commuter Benefit

Time off

• 25 vacation days per year

• Local public holidays

• Work abroad for up to 3 months a year

• 1 month paid sabbatical after 5 years of service

• Enhanced parental leave & flexible working arrangements available

Training & Culture

• Professional learning and development budget

• AI experimentation budget of $1,000 per employee to trial AI tools

• Bi-annual team socials

• Summer and Winter company social events

Hybrid Policy

9fin is a hybrid company, and the office is a regular part of how we work. From January 2027, all employees will work from their designated 9fin office on Tuesdays and Wednesdays. Some teams may be asked to be in the office more often, where the nature of their work calls for it. For the rest of the week, you may work from wherever works best for you and your team. Your Talent Partner will share hybrid working details for this role.

9fin is an equal opportunities employer

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. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.