9fin

Senior Customer Success Manager

$120K–$135KFull-time · New York
✓ Verified live on the employer's own system · added 62 days ago
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Mid-level · 4+ yrs exp

Requirements

Experience: 4+ years

Skills & tools

Account ManagementCustomer SuccessCustomer ServiceSalesRecordkeepingCRMB2B Sales
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Full job description

The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients' workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base.

The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication.

There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top-tier customer experience.

This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero.

This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your sales career.

- Become a 9fin expert with a strong understanding of our products and services

- Partner with the account managers on specific client projects to drive and ensure growth within the accounts

- Become the voice of the client when delivering on internal projects by ensuring our clients' needs are consistently met

- Develop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clients

- Leverage existing customer relationships and expand the network of relevant contacts within each account to ensure 9fin continues to be the partner of choice for their needs

- Maintain up to date records of client interactions via our CRM

- 4+ years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development)

- A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buyside, sellside & advisory community

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This posting was published by 9fin on their own careers system and is shown here with a direct link to apply there. Employers: for corrections or removal, contact jobs@veritahire.com.