Customer Success Manager
$80,000–$90,000 year
RemoteChicago, Illinois, United States
Job Summary
Manage relationships and accounts with key Financial Services customers by acting as an advisor to understand their business goals, challenges, and needs. Deliver value from SPINS data, tools, and solutions while forming strong alliances to drive strategy and revenue growth within assigned accounts. Proactively manage client touch points, including complex contract renewals, change management, and platform migrations to ensure adoption and minimize disruption. Anticipate client needs, handle escalations, and cultivate internal and external champions to expand engagement and mitigate churn. Own the end-to-end Book of Business, executing new expansion opportunities and ensuring accurate contract documentation and renewal excellence.
Required Qualifications
- BA/BS degree in Business Administration or related quantitative field of study
- 4+ years of experience in customer-facing success, account management, or strategic consulting role
- experience in enterprise account management or a related role, preferably in the B2B sector
- Excellent ability to communicate, present, and influence credibly and effectively at all levels of the organization, including executive and C-level
- Strong oral and written communication skills including delivering of presentations and proposals
- Ability to engage with clients at all levels - from Analyst to C-Suite
- Ability to listen hard, discover client goals, and identify relevant solutions
- Ability to understand the client mindset and offer solutions
- Technical aptitude, analytical mindset and intermediate or higher experience with Microsoft Excel and PowerPoint
- Ability to prioritize and multitask while maintaining diplomacy, tact, and poise under pressure when working through client issues
- Strong communication skills and experience building working relationships both internally and externally to facilitate a flawless client experience
- Experience in owning and proving renewal excellence of subscription-based services
- working on complex RFPs
- Demonstrated understanding of the industry, market trends, and competitive landscape
- CPG, Retail, or Financial Services (specifically, supporting Private Equity, Venture Capital or Investment Banking firms) industry
Desired Qualifications
- Familiarity of contract management systems including DocuSign, Salesforce and or other CPQ management tooling
- Experience working with syndicated data (preferred SPINS, The Nielsen Co., IRI and/or data in a Consumer-Packaged Goods manufacturing setting)
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