We are seeking an experienced customer success professional to play a pivotal role in driving adoption and success for our AI-powered platform reshaping the investment management industry.
Requirements
- 4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles
- Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle
- Practical understanding of common institutional investment products and security types
- Experience managing customer relationships and driving product adoption in a B2B SaaS environment
- Strong communication skills with the ability to engage both end users and executive stakeholders
- Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment
- Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes
- Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows—to enhance productivity and customer engagement
- Strong organizational skills and attention to detail when managing multiple accounts and initiatives
- Ability to collaborate cross-functionally with GTM, product, and CX teams
Benefits
- Unlimited vacation
- Educational and wellness reimbursements
- Employee insurance plans
To apply for this job please visit boards.greenhouse.io.
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