Customer Success Manager
$110,000–$150,000 year
On-siteNew York City, New York, United States
Job Summary
Own the full customer lifecycle for a portfolio of high-stakes accounts, driving onboarding, implementation, renewals, and expansion conversations. Serve as the strategic point of contact for executive stakeholders, translating complex compliance concepts into clear guidance while identifying churn risks and proactive retention strategies. Partner with Sales, Engineering, and Product to resolve escalations, synthesize customer feedback, and build the onboarding playbook as you mentor junior team members. This on-site NYC role requires 4–8 years of experience in B2B SaaS, with a focus on fintech and compliance. Join a Y Combinator-backed team building the future of financial compliance for RIAs and hedge funds.
Required Qualifications
- 4–8 years of experience in Customer Success, Implementation, Account Management, or a related role, ideally with B2B SaaS
- Track record of owning complex accounts and executive relationships
- Exceptional written and verbal communication skills
- Strong organizational skills and ability to manage competing priorities across a portfolio
- Sound judgment in prioritizing critical customer issues and escalations
- Comfort building process from scratch in an early-stage startup environment
Desired Qualifications
- Experience working with fintech, compliance, or financial operations products
- Experience mentoring or informally leading other CS team members
- Startup experience or comfort operating with limited structure
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