Senior Customer Success Manager

The role

The Senior Customer Success Manager will drive client usage and growth by partnering with account managers on specific projects. This role involves developing bespoke KPIs and strategies to ensure clients fully understand the product offering.

What you will do

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

Required qualifications

• 4+ 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 conveying messages accurately and concisely
• 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 replaces fragmented data and manual workflows with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows.