Customer Success Manager

The role

The Customer Success Manager manages and grows relationships with corporate clients. This person acts as the primary contact from onboarding through renewal and expansion to drive revenue and ensure client value.

What you will do

• Serve as the primary point of contact for corporate customers.
• Own the client renewal cycle and develop retention strategies.
• Identify opportunities to increase business within existing accounts.
• Develop and maintain account plans and monitor account health.
• Lead quarterly business review sessions and strategic account planning meetings.
• Ensure timely and successful delivery of training solutions.
• Forecast and track key account metrics.
• Serve as the voice of the customer internally.
• Collaborate with the Business Development team to onboard new clients.
• Build relationships with senior HR leaders and business line executives.

Required qualifications

• Demonstrated success managing client relationships and driving account retention and growth.
• Proven ability to develop account plans, manage renewal cycles, and execute client success strategies.
• Strong communication, presentation, negotiation, and stakeholder management skills.
• Ability to effectively influence decision-makers at all levels of an organization.
• Excellent organizational skills and attention to detail.
• Ability to manage and prioritize multiple accounts in a fast-paced environment.
• Strong analytical skills with experience tracking and forecasting account performance metrics.
• Experience using Salesforce.com or similar CRM platforms.
• Highly independent, proactive, and entrepreneurial mindset.
• Bachelor's degree from an accredited college or university.
• 2-3 years of experience in customer success, account management, client services, or relationship management.
• Demonstrated track record of account retention, renewal management, and upselling existing accounts.

Nice to have

• Experience in financial services, including investment banking, asset management, private equity, or corporate finance

Benefits

• A fun, lively, startup culture
• Unlimited PTO
• Full benefits package including medical, dental, vision, and more
• 401(k)
• Parental leave
• Stipend to set up a home office
• Core values-based leadership
• Ample opportunities to learn and take on new responsibilities

About the company

Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world's preeminent investment banks and private equity firms. Founded in 2004, WSP seeks to bridge the gap between academia and the real world by providing practical skills and knowledge.