Customer Success Manager

📋 Description

• You will manage relationships and accounts with key Financial Services clients, driving retention
• Own a Book of Business end-to-end and collaborate with Analysts to Partners to meet client goals.
• Advising clients on SPINS data, tools, and solutions to maximize value.
• Maintain proactive communication, change management, and contract negotiations to maximize net
• Drive adoption, expansions, and renewal excellence across managed accounts.
• Partner with internal teams to ensure seamless client experience and successful implementations.

🎯 Requirements

• BA/BS degree in Business or related quantitative field.
• 4+ years in customer-facing success, account management, or strategic consulting (enterprise B2B).
• Excellent communication and ability to interact with all levels, including C-Suite.
• Strong presentation skills and the ability to influence decisions.
• Proven renewal management experience and ability to manage complex RFPs.
• Technical aptitude with Excel and PowerPoint; familiarity with DocuSign, Salesforce, or CPQ tools

🎁 Benefits

• Hybrid work options for work-life balance.
• Paid time for volunteering and charitable donations matched.
• Semi-annual company-wide employee survey to shape programs and culture.