Strategic Client Success Manager — Treasury Platform

Hazeltree; New York (NY); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Health, dental, and vision insurance

401(k) with company match

Professional development opportunities

Collaborative work environment

Job summary

Hazeltree is a leading provider of treasury and data solutions for the alternative asset management industry. We seek an Account Manager, Client Success to cultivate partnerships with hedge funds and private markets, driving strategic growth and client outcomes.

You will become a trusted advisor, helping clients optimize financial performance using our platform while collaborating with internal teams to enhance solutions and services.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.
• 5+ years of experience in client success, account management, or a related role.
• Experience with hedge funds, private equity, or financial services is desirable.
• Relationship mastery: proven ability to build rapport and nurture long-term client relationships.
• Sales & growth mindset: identify opportunities and drive revenue growth through upselling and cross-selling.
• Financial acumen: strong understanding of financial products and investment management dynamics.
• Tech-savvy: comfortable with SaaS platforms and treasury technology.
• Communication skills: exceptional communication, presentation, and interpersonal skills.
• Problem-solving & proactive: identify challenges, develop solutions, and manage multiple accounts.
• Organizational excellence: highly organized, self-starter with strong time management.

Responsibilities

• Client Relationship Management: Forge deep relationships with key decision-makers at hedge funds and private market firms to maximize engagement.
• Strategic Growth & Revenue Expansion: Identify upsell and cross-sell opportunities to expand Hazeltree's footprint in existing accounts.
• Treasury & Product Expertise: Develop understanding of Hazeltree's platform and educate clients on best practices.
• Client Success & Retention: Provide training, address client needs, and drive platform adoption and satisfaction.
• Cross-Functional Collaboration: Collaborate with implementation, product, sales, and support to advocate for client needs.

Skills

Relationship mastery

Growth mindset

Financial acumen

Tech-savvy

Communication skills

Problem-solving

Organizational excellence

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Salesforce

ChurnZero

Zendesk

Job description

Hazeltree is a leading provider of treasury and data solutions for the alternative asset management industry. We seek an Account Manager, Client Success to cultivate partnerships with hedge funds and private markets, driving strategic growth and client outcomes.

You will become a trusted advisor, helping clients optimize financial performance using our platform while collaborating with internal teams to enhance solutions and services.