Customer Success Manager – IR Insight
Core
Drive client outcomes, product adoption, and long-term value for a portfolio of accounts using the IR Insight platform.
Role type
Customer Success Manager
Builds
IR Insight platform and related services
Domain
Financial services / Investor Relations
Deliverable
product features
Required skills
relationship building, account management, escalation coordination, strategic consultation, cross-functional collaboration, prioritization
Preferred skills
financial services experience, investor relations knowledge, corporate services familiarity, global environment exposure
Responsibilities
Build and maintain strong client relationships, serve as primary escalation point for service issues, partner with Account Management for onboarding and growth, provide proactive client engagement and performance reviews, collaborate with Sales/Product/Support for seamless client experience
Seniority
Mid-level, hands-on IC