Client Success Manager

New York Permanent USD1 - USD150,000
  • Opportunity for growth.
  • Opportunity to work for a leading financial service company.

About Our Client

A leading Financial Technology company.

Email resume and a summary of your relevant experience to MadisonHaberl @

Job Description

  • In partnership with Technical Support and Commercial Account Management, work directly with a specific set of customers to ensure they achieve business success with our platform and consequently renew their subscription each year

  • Manage day to day communication and touch points with those customers, involving other specialists where required on technical or commercial matters

  • Act as trusted advisor to the client, gaining a deep understanding of their business and helping them derive maximum value from us

  • Run and/or participate in regular account review meetings with clients to ensure the relationship remains healthy and share updates on product and service developments

  • Be an expert on our product, educate the client about our product road map (and seek feedback on it) and undertake product training for individual users or groups of users as required

Email resume and a summary of your relevant experience to MadisonHaberl @

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

  • Strong sell-side capital markets experience, specifically in the area of institutional sales, client strategy, investment research, investor relations and/or corporate finance, gained in a capital markets software or data vendor, investment bank or independent research provider
  • Experience supporting clients remotely in a SaaS environment
  • Knowledge of

  • Knowledge of popular Research Authoring platforms and the research authoring work flow

  • Existing relationships with contacts in sell-side capital markets firms and/or data/tech providers to those firms

  • Excellent verbal and written communication and relationship management skills likely gained in the role of client success manager, technical account manager, product specialist, CRM manager, broker relations manager, client strategy manager or investor relations team member

  • Able to effectively manage internal relationships and resources across the whole team to achieve the best outcomes for customers

  • Good knowledge of how CRM systems operate within a sell-side capital markets environment

Email resume and a summary of your relevant experience to MadisonHaberl @

What's on Offer

Compensation is competitive and based upon experience.

Email resume and a summary of your relevant experience to MadisonHaberl @

Madison Haberl
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Job summary

Banking & Financial Services
Sub Sector
Business Analysis / Change / PMO
Financial Services
New York
Contract Type
Consultant name
Madison Haberl
Job Reference