Customer Success Manager, Investment Banking

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Requirements:

• 2+ years of experience in customer success, business development, or account management.
• Familiarity with strategic customer success or business development practices.
• Paralegal, legal or investment banking experience for understanding client requirements and industry nuance preferred; exposure to non-disclosure agreements a plus.
• Possess excellent written and verbal communication for effectively conveying information and collaborating with clients and team members.
• Demonstrate strong organizational capabilities to manage multiple tasks and priorities efficiently.
• Exhibit diligence and a high level of attention to detail to ensure accuracy in all aspects of work.
• Be a self-starter who can quickly learn and execute tasks in a dynamic and agile environment, driven by a growth mindset.

Responsibilities:

• Conduct daily customer success activities, including meetings, issue resolution, and preparation of materials to ensure clients maximize their investment value.
• Oversee account configuration and maintenance, ensuring all customer-specific data requests and automations are fulfilled effectively.
• Work closely with Sales, Customer Success, lawyer network, and Product Operations to enhance customer relationships and address account-specific challenges.
• Perform CRM updates, review customer calls, and manage task-related operations to streamline processes and enhance efficiency.
• Engage in regular discussions with customer success managers and team leads to update on customer progress and address any concerns.
• Participate in training sessions and enablement discussions to stay updated with best practices and industry developments.