Customer Success Manager

Position:
Customer Success Manager

Company:
Capital Markets Gateway LLC (CMG)

Compensation:
$90,000 - $110,000 a year

Location:
United States, New York

Employment type:
Full-time

Work Arrangement:
Hybrid

Short Summary:
CMG is seeking a self-motivated Customer Success Manager to join our dynamic team. The CSM will own a dedicated portfolio of accounts, ensuring account health, adoption, and retention while driving client engagement and cultivating relationships.

Responsibilities:
- Own a dedicated book of accounts and serve as the primary point of contact for account health, adoption, engagement, and retention
- Proactively engage with clients to surface emerging needs and drive adoption of CMG’s products
- Build and drive account plans focused on usage health and retention
- Identify patterns in client feedback to inform internal teams and shape CMG’s product direction
- Deliver high-touch service and foster strong client relationships
- Diagnose and resolve customer questions with a solutions-oriented mindset
- Build and maintain deep understanding of the CMG platform
- Independently manage fast-paced work as part of a Customer Success team
- Contribute to strategic initiatives that improve customer experience

Requirement:
- 3-5 years of experience in a client-facing role
- Prior experience in Fintech or financial institutions is desired
- Exceptional communication skills and ability to interact with diverse audiences
- Curiosity and desire to learn quickly
- Keen analytical and problem-solving skills
- B.S. in Finance, Economics or similar business study

Benefits:
- Comprehensive benefits program (Medical, Dental & Vision)
- Equity
- 401k company match
- Flexible Spending & Health Savings Account
- Unlimited PTO
- Remote work environment
- Education reimbursement
- Continuous learning opportunities
- Life insurance
- Employee referral bonus
- Parental leave