Senior Customer Success Manager (VerityRMS)

Verity; Princeton (NJ); Remote; USD 90,000 - 130,000; Full time

Job summary

Verity is seeking a Senior Customer Success Manager to enhance relationships with investment management clients. You will manage client implementations, drive customer satisfaction, and collaborate with internal teams to optimize client experiences. This role requires strong communication skills and a background in financial services.

Benefits

Competitive compensation

Medical, dental, and vision coverage

Remote-first working environment

Flexible time off policy

Paid parental leave

401(k) retirement plan options

Company paid life insurance

Charitable donation matching program

Qualifications

• 5-8 years of experience in customer success/account management in financial services.
• Hands-on experience with requirement gathering and project management.
• Proficiency in CRM software and Microsoft Office Suite.

Responsibilities

• Manage and enhance relationships with investment management clients.
• Lead client implementations and onboarding.
• Monitor customer activity trends to identify churn risk.

Skills

Communication

Interpersonal skills

Project management

CRM software proficiency

SaaS product configuration

Education

Bachelor’s degree or relevant work experience

Job description

Verity is seeking an experienced and motivated Senior Customer Success Manager to join our software team. In this role, you will be responsible for managing and enhancing relationships with our investment management clients, ensuring they realize maximum value from our RMS and ESG software solutions. You will act as the primary contact for some of our most important clients, driving customer satisfaction, retention, and growth, and work closely with CS leadership and other stakeholders.You should be highly communicative, team oriented, sales minded, and customer obsessed.

Key Duties:

• Build strong and trusted relationships with our investment management clients by maintaining a deep understanding of their workflow and acting as a consulting partner to users, champions and executive sponsors.
• Lead client implementations and onboarding, working in partnership with our Solutions Engineering team to achieve mutually beneficial outcomes.
• Past the point of sales, you will act as the primary day-to-day contact for clients, ranging from newly launched hedge funds to top global asset managers and partner with other members of the team to ensure proper coverage for marquee clients.
• Serve as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients.
• Collaborate with additional internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy along with CS leaders on process improvements and service initiatives to help grow the business.
• Provide clients with expertise and best practices to optimize their use of our software.
• Handle renewal negotiations to help us achieve and exceed customer retention and growth targets.
• Monitor customer activity trends to identify churn risk and work proactively to eliminate that risk, while simultaneously identifying and closing upsell and cross-sell opportunities.

About You:

• Minimum of 5-8 years of experience of customer success and/or account management, or a similar role in the financial services industry, preferably working with investment management clients.
• Hands-on experience with requirement gathering, project management and/or SaaS product configuration.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders.
• Results-oriented with a demonstrated ability to meet or exceed targets.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in CRM software and Microsoft Office Suite.
• Bachelor’s degree or relevant work experience.

What We Offer:

• Competitive compensation
• Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)
• Remote-first working environment
• Flexible and generous time off policy to balance your work and life
• Paid parental leave policies for every type of parent to ensure bonding time with your new addition
• 401 (k) retirement plan options to help you invest in your future
• Company paid life insurance and long-term disability coverage
• VerityGives charitable donation matching program to support the causes important to our employees