Strategic CSM - B2B SaaS for Financial Markets

Iopa Solutions; New York (NY); On-site; USD 130,000 - 140,000; Full time

Job summary

A growing tech firm is seeking a Customer Success Manager to ensure clients achieve maximum value from their solutions. This role involves managing the customer lifecycle from onboarding to renewal and collaborating with sales and product teams. The ideal candidate has over 3 years of experience in a Customer Success role, specifically in B2B SaaS, with strong communication skills. This position offers an opportunity to shape client success strategies and foster relationships in a fast-paced environment.

Qualifications

• 3+ years in a Customer Success role, ideally in B2B SaaS.
• Experience with private equity, financial, or capital markets clients.
• Ability to thrive in a fast-paced, dynamic environment.

Responsibilities

• Own the customer lifecycle from onboarding to renewal.
• Develop and execute structured Customer Success plans.
• Serve as a trusted advisor to clients with tailored insights.

Skills

Customer Success

Strategic thinking

Strong communication

Resilience

Job description

A growing tech firm is seeking a Customer Success Manager to ensure clients achieve maximum value from their solutions. This role involves managing the customer lifecycle from onboarding to renewal and collaborating with sales and product teams. The ideal candidate has over 3 years of experience in a Customer Success role, specifically in B2B SaaS, with strong communication skills. This position offers an opportunity to shape client success strategies and foster relationships in a fast-paced environment.