CareerPlan

Senior Customer Success Manager, Strategic Accounts

New YorkFull-time$140k–$175k2026-11-04 → 2026-11-08
Hybrid

Core

Drive revenue and enhance workflows for strategic accounts in global debt markets by partnering with account managers and delivering data-driven strategies.

Role type

Senior Customer Success Manager (Strategic Accounts)

Builds

High-value client partnerships and usage growth strategies for blue-chip financial institutions

Domain

Financial Services / Debt Markets / Capital Markets

Deliverable

client delivery

Required skills

Account management, Customer success, Financial markets knowledge, Enterprise client management, Strategic planning, Data-driven insights, CRM management, Relationship building

Preferred skills

Leveraged Finance network, Conference attendance

Responsibilities

Partner with account managers on client projects, Develop bespoke KPIs and strategies for accounts, Act as the voice of the client for internal projects, Expand contact networks within client accounts, Attend industry conferences, Maintain client interaction records

Seniority

Senior, hands-on IC