We are seeking an Asset Management Customer Success Manager to partner with leading asset management firms and drive adoption, retention, and growth across our Asset Management client base. This role will leverage relationship management and strategic thinking skills to deliver exceptional onboarding, support, and partnership experiences. Collaborating closely with Asset Management Sales and cross-functional teams, you’ll act as a trusted advisor to clients-helping them unlock the full value of  through proactive engagement, tailored success plans, and a deep understanding of their business goals.
Key Responsibilities:

• Manage a growing book of business by developing and executing success plans that drive product adoption, renewal, and expansion
• Collaborate with Institutional sales partners to build relationships with decision-makers, map organizational structures, and identify and close growth opportunities
• Partner with clients in the Institutional vertical to understand strategic goals and deliver value from day one through onboarding and beyond
• Lead frequent virtual and in-person meetings to share best practices, highlight new features, and showcase key product functionality
• Customize user experiences by configuring integrations, managing PDF reports, and creating tailored client groups and configurations
• Monitor account health, drive proactive usage campaigns, and share scalable, value-driven content with customers regularly
• Demonstrate deep product knowledge to educate clients on features and workflows, ensuring adoption and satisfaction
• Serve as the voice of the customer to internal teams, advocating for product improvements and customer priorities
• Manage renewal and expansion forecasts, usage reporting, scorecards, and ad hoc initiatives, including webinars and documentation
• Occasional travel (~10%) for client meetings and industry conferences

Qualifications:

• 3+ years experience in the financial services or fintech industry.
• Bachelor’s degree in Finance, Business Administration, Economics, or related field preferred
• 1+ years of experience in a sales, support, or account management role
• Knowledge and interest in the capital markets and investment vehicles such as Equities, ETFs, and Mutual Funds
• Excellent time management skills
• Great verbal and written communication skills
• Proven ability to develop and maintain strong client relationships
• Demonstrated ability to work in a team environment that requires quick turnaround and quality output
• Ability to manage and prioritize multiple projects concurrently
• Client and team-oriented attitude
• Strong attention to detail and client service, as deliverables are often client-facing

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