Senior Customer Success Manager, Investment Banking

📋 Description

• Collaborate with other Customer Success Managers and cross-functionally with Customer Success
• Proactively manage and execute tasks throughout the customer journey to enhance client satisfaction
• Manage multiple client stakeholders and establish trust and partnership via remote and in-person
• Update customer success management tools such as Gainsight, conduct customer call reviews using

🎯 Requirements

• 3+ years of experience in an investment banking environment strongly preferred, or 4+ years of
• Excellent written and verbal communication; able to communicate effectively in person, over Zoom
• Adaptable and proactive; self-starter with ability to learn and execute quickly in a dynamic
• Skilled at distilling complex technical concepts into digestible language for customer-facing
• Keen attention to detail with commitment to accuracy and precision.
• Willing and able to travel up to twice per quarter to major U.S. cities for in-person customer

🎁 Benefits

• Remote-first working policy with office hubs in NYC, Santa Barbara, and London
• Twice yearly team offsites for in-person collaboration
• Paid flexible time off policy
• Paid parental leave and benefits
• Employer-supported retirement contributions, varying by country
• Monthly phone and internet reimbursement