Customer Success Manager
Core
Drive user adoption, retention, and account growth for credit intelligence and data analytics products serving hedge funds, investment banks, and law firms.
Role type
Customer Success Manager (B2B Financial Services)
Builds
Credit intelligence platform usage and client relationships
Domain
Financial services / Credit markets / Data analytics
Deliverable
product features
Required skills
Relationship building, Onboarding, Account health monitoring, Strategic outreach, Cross-functional collaboration, Client education
Preferred skills
Financial services domain knowledge, Subscription service experience
Technologies
Credit intelligence platforms, Data analytics tools
Responsibilities
Lead onboarding and implementation for new subscribers; Monitor account health and identify at-risk accounts; Strategize outreach via email, phone, and in-person meetings; Act as the voice of the customer to internal teams; Collaborate with sales to develop account plans and identify expansion opportunities.
Seniority
Mid-level, hands-on IC
