Customer Success Manager II

Role Overview

The Customer Success Manager serves as a key member of our Customer Success team and is responsible for managing and growing relationships with corporate clients. The CSM acts as the primary point of contact throughout the customer lifecycle, from onboarding through renewal and expansion, helping drive revenue growth while ensuring clients realize maximum value from Wall Street Prep’s training solutions.

What You Will Do

Serve as the primary point of contact and build long-term relationships with corporate customers. Own the client renewal cycle and develop strategies to retain and grow existing business. Identify opportunities to increase Wall Street Prep’s footprint and business within existing accounts.

Why It Might Be a Fit

The ideal candidate thrives in novel, high-stakes situations that require creativity, intuition, and strategic thinking. The CSM will work closely with senior leaders at Wall Street Prep as well as decision-makers at global financial institutions and Fortune 500 companies to ensure successful adoption, retention, and growth across a portfolio of accounts.

Requirements

• Demonstrated success managing client relationships and driving account retention and growth.
• Proven ability to develop account plans, manage renewal cycles, and execute client success strategies.
• Strong communication, presentation, negotiation, and stakeholder management skills.
• Ability to effectively influence decision-makers at all levels of an organization, including senior executives.
• Excellent organizational skills and attention to detail.
• Ability to manage and prioritize multiple accounts in a fast-paced environment.
• Strong analytical skills with experience tracking and forecasting account performance metrics.
• Experience using Salesforce.com or similar CRM platforms.
• Highly independent, proactive, and entrepreneurial mindset.

Benefits

• Unlimited PTO
• Full benefits package including medical, dental, vision, and more
• 401(k)
• Parental leave
• Stipend to set up a home office