Strategic CSM — FinTech with Equity & Growth

Pillar; New York (NY); Vor Ort; USD 100.000 - 130.000; Vollzeit

Benefits dieser Stelle

Competitive Salary & Equity

401(k) Program

Unlimited PTO and Flexible Hours

Paid lunch, coffee, snacks

Zusammenfassung

A leading financial technology firm seeks a Customer Success Manager in New York to manage client accounts and drive adoption. You will build trusted relationships, oversee onboarding, and identify upsell opportunities. The ideal candidate has 3+ years in customer success or account management within high-growth B2B settings, strong communication skills, and an understanding of price risk in commodity-exposed industries. The company offers competitive salary and equity packages, along with unlimited PTO and flexible hours.

Qualifikationen

• 3+ years of experience in customer success or account management at a high-growth B2B company.
• Understanding of commodity-exposed business price risk and hedging.
• Proven track record of managing renewals and identifying upsell opportunities.

Aufgaben

• Serve as the primary point of contact for clients and build trusted relationships.
• Own post-sale experience from kickoff through full adoption.
• Manage renewals, including forecasting timelines and mitigating churn risks.
• Identify upsell opportunities using client performance data.
• Conduct regular business reviews with clients to align on goals and utilization.
• Relay client feedback and market insights to improve the platform.

Kenntnisse

Client Relationship Management

Consultative approach

Project Management

Communication

Tools

Salesforce

Gainsight

HubSpot

Jobbeschreibung

A leading financial technology firm seeks a Customer Success Manager in New York to manage client accounts and drive adoption. You will build trusted relationships, oversee onboarding, and identify upsell opportunities. The ideal candidate has 3+ years in customer success or account management within high-growth B2B settings, strong communication skills, and an understanding of price risk in commodity-exposed industries. The company offers competitive salary and equity packages, along with unlimited PTO and flexible hours.