Customer Success Manager

We are hiring for a talented Customer Success Manager. You must live in the surrounding area of NYC. Time to time you will have to come into the office.

Responsibilities

• Serve as the primary relationship manager for corporate clients, ensuring long-term success and satisfaction.
• Own the renewal cycle to drive retention and identify expansion opportunities within existing accounts.
• Lead onboarding efforts and ensure the successful implementation of our training solutions.
• Conduct quarterly business reviews to assess client needs, measure success, and strategize for growth.
• Partner with Business Development to onboard new clients and maximize engagement.
• Act as the liaison between clients, internal teams, and instructors to ensure seamless service delivery.
• Monitor account health and track key performance metrics to inform strategic initiatives.
• Collaborate closely with senior leadership, including the Chief Revenue Officer and Managing Director, to grow our clients footprint in the corporate client vertical.

What We're Looking For

• 2-3 years of account management experience with a focus on renewals, upselling, and client retention.
• Background in financial services (investment banking, asset management, private equity, corporate finance) is strongly preferred.
• Proven ability to develop account plans, manage renewal cycles, and proactively address client needs.
• Strong business acumen with the ability to identify new revenue opportunities within existing accounts.
• Highly independent and entrepreneurial mindset.
• Experience using Salesforce or similar CRM platforms.
• Exceptional communication, presentation, and negotiation skills, with the ability to engage senior HR and business line executives.
• Strong attention to detail and ability to manage multiple accounts effectively.
• Based in the New York City area.