9fin

Customer Success Manager

New York. Posted 9 months ago

The role

The Customer Success Manager will partner with account managers to drive growth within client accounts. This role focuses on ensuring clients understand the product offering and improving platform usage through data-driven communication.

What you will do

  • Become a 9fin expert with a strong understanding of products and services
  • Partner with account managers on specific client projects to drive growth
  • Act as the voice of the client for internal projects
  • Develop bespoke KPIs and strategies for accounts
  • Introduce performance data driven insights to clients
  • Expand the network of contacts within each account
  • Attend relevant industry conferences and events
  • Maintain up to date records of client interactions via CRM

Required qualifications

  • 2+ years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development)
  • Strong knowledge of financial markets
  • Demonstrated ability to build strong relationships within buyside, sellside & advisory community
  • Track record of managing & growing a book of enterprise clients (min $1m+ book of business)
  • Ability to plan and prioritize important tasks and work with accuracy and attention to detail
  • Effective written and verbal communication skills
  • Team player, but also able to work effectively alone

Nice to have

  • Existing relationships / network within the Leveraged Finance community

Benefits

  • Competitive Salary
  • 401(k) (9fin pay 3%, employee contributions are uncapped)
  • Private Health Insurance, with Dental and Vision
  • Paid sick leave
  • Disability Insurance (New York)
  • Commuter Benefit
  • 25 vacation days per year
  • Local public holidays
  • Work abroad for up to 3 months a year
  • 1 month paid sabbatical after 5 years of service
  • Enhanced parental leave & flexible working arrangements available
  • Professional learning and development budget

About the company

9fin is the AI platform powering global debt markets. It centralises proprietary credit data, deep analysis, and high-value workflows for blue-chip institutions.