Strategic Enterprise Client Success Manager (Remote)

Justworks, Inc.; New York (NY); Remote; USD 110,000 - 170,000; Full time

Benefits offered by this job

Ground-floor platform

CS program from scratch

Collaborative environment

Job summary

Vantage is seeking a Client Success Manager to guide GPs, portfolio operators, and IR teams at leading investment firms from onboarding through steady-state use and expansion.

You will lead onboarding, training, and ongoing relationship management, tracking adoption and ROI while building internal champions and ensuring high client satisfaction. This role offers a unique opportunity to shape a new CS program within an AI-native platform.

Qualifications

• Experience in enterprise SaaS customer success, or a background in venture capital, private equity, or institutional finance with direct exposure to managing large-scale technology rollouts.
• Excellent communication and strategic planning skills, with the ability to influence stakeholders from analysts to GPs and partners.
• A results‑driven approach. You can ruthlessly prioritize across competing demands and sophisticated, high‑expectation clients.
• A collaborative, proactive, team‑first mindset. You're building this function, not just executing an existing one.

Responsibilities

• Strategic Implementation: Lead clients through onboarding and integration of Vantage into their existing workflows, ensuring smooth adoption and optimal use of the platform.
• Training & Enablement: Run hands‑on training with champions and power users, evangelizing what the platform can do until it becomes indispensable to their daily work.
• Client Relationship Management: Serve as the primary point of contact for your accounts, taking a prescriptive, consultative approach and acting as a thought partner, not just a support line.
• Success Metrics Management: Track adoption, usage, and health signals to drive proactive strategies that protect satisfaction and demonstrate ROI.
• Advocacy & Engagement: Build engagement with users and stakeholders across the firm, turning early adopters into internal champions and, eventually, references.
• Customer Health Monitoring: Use platform data and direct feedback to catch risk early and well before it becomes a renewal conversation.
• Feedback Loop: Capture and relay client insight to Product, helping shape what gets built next.
• Travel: Some travel required for client site visits and company offsites

Job description

Vantage is seeking a Client Success Manager to guide GPs, portfolio operators, and IR teams at leading investment firms from onboarding through steady-state use and expansion.

You will lead onboarding, training, and ongoing relationship management, tracking adoption and ROI while building internal champions and ensuring high client satisfaction. This role offers a unique opportunity to shape a new CS program within an AI-native platform.