CareerPlan

Customer Success Manager, Corporate

USAFull-time$80k2026-08-06 → 2026-11-15

Core

Partner with Account Managers to drive platform adoption, engagement, and measurable outcomes for enterprise clients in the Market Intelligence space.

Role type

Mid-level Customer Success Manager (SaaS)

Builds

Enterprise adoption of AI-driven market intelligence platform

Domain

Financial Services / Market Intelligence / SaaS

Deliverable

product features

Required skills

Client engagement, usage monitoring, onboarding & training, retention strategies, data-driven decision making, cross-functional collaboration

Preferred skills

Financial services experience, stakeholder influence

Technologies

AI-driven search platform, analytics tools

Responsibilities

Engage with end users via virtual/in-person meetings to map use cases; Monitor usage and deliver tailored strategies to unblock feature adoption; Guide new clients through onboarding and best-practice training; Partner with sales/account management to support renewals and articulate competitive value; Leverage analytics to anticipate risks and strengthen customer ROI cases; Advocate for client needs to shape product and content strategy.

Seniority

Mid-level, hands-on IC