Strategic Accounts CSM: Growth & Impact Leader

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

Benefits offered by this job

Competitive Salary

401(k) with company match

Private Health Insurance

Paid sick leave

Disability Insurance (NY)

Commuter Benefit

25 vacation days

Job summary

9fin is hiring a Customer Success / Account Management professional to build client relationships and drive revenue growth across a book of enterprise clients. You will ensure clients understand and maximize the platform, guiding adoption and usage through data-driven insights.

In this role, you will collaborate with account managers, deliver tailored KPIs, and expand networks within the buyside, sellside, and advisory communities. A hybrid NYC office setup supports flexible collaboration.

Qualifications

• 6+ years of account management or customer success experience in capital markets or equivalent
• Strong knowledge of financial markets and relationships within buyside/sellside/advisory communities
• Proven track record managing and growing enterprise client books (min $1M)
• Excellent written and verbal communication with attention to detail

Responsibilities

• Become a 9fin product expert and drive adoption across accounts
• Partner with account managers on client projects to grow revenue
• Act as the voice of the client in internal initiatives and projects
• Develop KPIs and data-driven strategies for each account
• Expand client networks to ensure 9fin remains the partner of choice
• Maintain CRM records and participate in industry events

Skills

Account management

Customer Success

Financial markets

Relationship building

Enterprise clients

Buyside / Sellside

Job description

9fin is hiring a Customer Success / Account Management professional to build client relationships and drive revenue growth across a book of enterprise clients. You will ensure clients understand and maximize the platform, guiding adoption and usage through data-driven insights.

In this role, you will collaborate with account managers, deliver tailored KPIs, and expand networks within the buyside, sellside, and advisory communities. A hybrid NYC office setup supports flexible collaboration.