Customer Success Executive
Hybrid · New York City, New York, United States
Job Summary
Customer Success Executive role serving as the primary link between ISI Markets and selected accounts in the New York region from onboarding through contract renewal, focusing on onboarding efficiency, customer education, retention, and driving upsell opportunities. Responsible for building trusted relationships, enabling adoption of services, proactively engaging clients, advocating for customer needs, coordinating with internal teams, and identifying new opportunities to expand usage and revenue. Requires strong communication, organizational skills, and a growth-oriented mindset to help customers achieve long-term success with ISI Markets’ products.
Required Qualifications
- Bachelor’s degree in Business, Finance, Economics, Management, or a related field
- 0–2 years of professional experience (internships, co‐ops, or relevant coursework welcomed)
- Strong communication and interpersonal skills
- Interest in financial markets, data, or financial technology
- Highly organized, detail‐oriented, and able to manage multiple priorities
- Comfortable learning new software tools and technologies
- A collaborative mindset and a genuine desire to help customers succeed & achieve long-term retention.
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