Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Customer Success Manager Wealth Tech (Hybrid NYC)

Rivet Recruiting LLC

Rivet Recruiting LLC is seeking a Customer Success Manager to support a fast-growing AI-native platform that transforms estate planning for wealth managers and law firms. You will manage the end-to-end customer lifecycle, drive onboarding, engagement, renewals, upsells, and advocacy, partnering with executives and end users across client firms. You will gain exposure to leadership, contribute to product roadmap with customer insights, and grow with a team that values initiative and high #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Customer Success Manager Wealth Tech (Hybrid NYC) in New York, NY vacancy
  • $140k - $160k

     ...Customer Success Manager - New York City job at Orb. Brooklyn, NY. About Orb: Orb is transforming how modern AI and software companies monetize...  ...that's defining the future of monetization. We've built a hybrid work culture where we are in office 3 days/week. Our values... 
    Suggested
    Contract work
    Work at office
    3 days per week

    Orb

    New York, NY
    3 days ago
  •  ...North is building a next-generation cloud spend management platform in New York. We are hiring a Customer Success Manager to be the primary contact for...  ...ensuring customers save money and scale smarter. The role is based in NYC with a hybrid setup. #J-18808-Ljbffr... 
    Suggested

    North

    New York, NY
    5 days ago
  •  ...CrowdSync is seeking a Client Success Manager to join our NYC team in an in-office capacity. You will onboard clients, translate their needs into actionable...  ...and Support to ensure successful deployments of wearable tech and NFC integrations. You will analyze client data to... 
    Suggested
    Work at office

    CrowdSync

    New York, NY
    5 days ago
  • $110k - $140k

    Senior Customer Success Manager Join to apply for the Senior Customer Success Manager role at Darrow AI . We’re a fast‑growing legal tech startup committed to pursuing our vision of “frictionless...  ...$140,000. Our office is in NYC. This is a hybrid work model - 3 days a week in... 
    Suggested
    Full time
    Work at office
    3 days per week

    Darrow AI

    New York, NY
    4 days ago
  •  ...York, NY is seeking an Assistant Account Executive with technology PR experience to join our metro NYC area team. The role supports media relations and campaigns for tech clients, with in-office 3 days a week and 2 days remote. We offer generous benefits and a path for... 
    Suggested
    Full time
    Work at office
    Immediate start
    Remote work
    3 days per week

    Finn Partners

    New York, NY
    5 days ago
  •  ...think-cell Software GmbH is seeking a strategic and customer-centric Customer Success Manager to oversee a portfolio of strategic global customers. You will act as a trusted advisor to senior stakeholders, driving retention, expansion, and long-term customer success across... 

    think-cell Software GmbH

    New York, NY
    5 days ago
  •  ...City. You will drive growth by managing the full sales cycle, cultivating...  ..., and expanding existing customer accounts. Ideal candidates have...  ...ability to articulate comprehensive tech solutions. The role offers a competitive salary in a hybrid working environment. #J-18808-... 

    MongoDB

    New York, NY
    3 days ago
  •  ...ReserveBar is seeking a Senior Account Executive in New York City (hybrid) to own the full sales cycle from prospecting to close across...  ...recurring SaaS model and marketing solutions. Must be based in NYC and comfortable with a hybrid in-market setup. #J-18808-Ljbffr... 

    AccelPay

    New York, NY
    9 hours ago
  •  ...support junior staff, and develop strategy with senior leaders. You will grow media relationships and influence, working with prominent arts institutions and cultural clients across New York and beyond, with a 3-day hybrid schedule in our NYC office. #J-18808-Ljbffr... 
    Work at office

    BerlinRosen, an Orchestra company

    New York, NY
    4 days ago
  • $125k - $145k

     ...Location : New York City (Hybrid) Reports to : VP, Customer Success About Curacity Curacity is a hospitality...  ...seeking a Senior Customer Success Manager who thrives at the intersection of...  ...) Flexibility: Hybrid Work for NYC-Based Roles: Virtual (2 Days); In-... 
    Full time
    Casual work
    Seasonal work
    Work at office
    Local area

    Curacity

    New York, NY
    8 hours ago
  •  ...experienced Account Director to lead strategy for finance and technology clients from our Midtown office, with Fridays remote. You will manage teams, develop PR strategies, write releases and pitches, and secure top-tier coverage across print, digital, broadcast and... 
    Work at office
    Remote work

    Rubenstein Public Relations

    New York, NY
    2 days ago
  • $130k - $165k

     ...Sales Manager - SMB (Hybrid-NYC)HiBob helps modern, mid-size businesses transform...  ..., and to build on the success seen throughout 2025. This...  ...Past experience within the HR-tech, HR software, or SaaS industry...  ...: Manage prospective customer relationships across all phases... 
    Work at office
    Weekend work
    3 days per week

    Hi Bob Limited

    New York, NY
    5 days ago
  •  ...DWS Group in New York seeks a Strategic Relationship Manager for Wealth Intermediary Distribution. You will represent the firm with home office...  ...strong interpersonal and presentation skills. This full-time hybrid role offers competitive compensation and benefits. #J-18808... 
    Full time
    Home office

    Deutsche Bank AG

    New York, NY
    2 days ago
  • $180k - $240k

     ...The Customer Success Team at Cognitrio is where the promise of AI becomes...  ...looking for a Customer Success Manager for the SMB segment who thrives...  ...New York City, NY. We use a hybrid work model (3 days in-office...  ...transparency and align with NYC guidance as we grow. We can... 
    Contract work
    Work at office
    3 days per week

    Cognitrio

    New York, NY
    3 days ago
  • $265k - $320k

     ...Customer Success Manager, Tech (Strategics) About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems...  ...job level requirements for the position Location-based hybrid policy: Currently, we expect all staff to be in one of our... 
    Work at office
    Visa sponsorship
    Flexible hours

    job-boards.greenhouse.io- JobBoard

    New York, NY
    4 days ago
  • $175k - $225k

     ...HEAD OF CUSTOMER SUCCESS — NYC START-UP We're looking for a Head of Customer Success who has already built, scaled and improved a CS function...  ...on the post-sales side of SaaS . You've led CSMs, managed customer portfolios at scale and understand the commercial... 
    Full time
    Work at office

    Initi8 Recruitment

    New York, NY
    8 hours ago
  • Hivebrite is seeking a full-time Account Manager / Customer Success professional to own a portfolio of 70-100 customer accounts...  ..., and demonstrate ROI to customers. A flexible hybrid model includes ~1 day per month in our NYC office, with tri-state eligibility. #J-18808-... 
    Full time
    Work at office
    Flexible hours

    Station F

    New York, NY
    5 days ago
  •  ...Director of Sales to lead regional revenue growth from our NYC base, with a hybrid work model (NYC office + remote work). You will drive...  ...across North America. The role blends executive relationship management with hands-on leadership, requiring deep adtech expertise,... 
    Work at office
    Remote work

    Azerion

    New York, NY
    4 days ago
  • $120k - $140k

     ...who, what, or where a customer is. With 30 offices across...  ..., ensuring their success and satisfaction Build...  ...business goals and challenges Manage end‑to‑end campaign...  ...Residents We currently have a hybrid remote work policy. All...  ...way) commute of our NYC office are expected to... 
    Work at office
    Local area
    Remote work
    3 days per week

    Verve

    New York, NY
    3 days ago
  •  ...professional for a critical role in managing advertiser accounts. The individual will ensure client success, optimize campaigns, and help...  ...leveraging deep expertise in customer success and the programmatic...  ...insights. This role is hybrid, requiring three days in office... 
    Work at office

    Verve

    New York, NY
    3 days ago
  • $135k - $145k

     ...Senior Enterprise Customer Success Manager (New York City, NY) United States WHO WE ARE Edmentum is a...  ...and student-focused company dedicated to tech-enabled learning solutions. Our goal is...  ...must live within a commutable distance of NYC, as the role requires regular in person... 
    Work at office
    Local area
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Edmentum

    New York, NY
    11 hours ago
  •  ...events globally. We’re looking for a sales leader who thrives on the front lines — someone who drives a high-performing team, shapes the mid-market motion, and turns strategy into revenue. This is a hybrid onsite role with 4 days in our NYC headquarters. #J-18808-Ljbffr

    Cervin

    New York, NY
    3 days ago
  •  ...HiBob is seeking an outstanding sales manager based in our New York City office. You will drive sales for our SaaS offerings and support...  ...the platform's differentiated value. This role offers a hybrid NYC work model, strong earning potential, and a culture that values... 
    Work at office

    Hi Bob Limited

    New York, NY
    3 days ago
  • $130k - $160k

     ...do: We’re looking for a strategic and customer-centric Customer Success Manager to oversee a portfolio of strategic global...  ...); experience withthink-cellis a plus Hybrid: Willingness to work on-site in, minimum of 3 days/week - NYC office (opening soon). Executive... 
    Work at office
    3 days per week

    think-cell Software GmbH

    New York, NY
    5 days ago
  • $110k - $150k

    Customer Success Lead | NYC $110K–$150K Base + Equity | Hybrid (SoHo, 3 Days/Week) We're partnering with a fast-growing, VC-backed healthcare startup on a Customer...  ...For ~5+ years in Customer Success or Account Management. ~ Proven success growing and expanding large... 
    Full time
    3 days per week

    Bundoran Group

    New York, NY
    1 day ago
  • $180k - $200k

     ...Role This technical, customer-facing position means...  ...onboarding through ongoing success and expansion. You will...  ...Build and manage an expansion pipeline across...  ...Customer Success and Kombo’s NYC office, including...  ...strong interest in HR Tech / TA Tech (preferred but... 
    Contract work
    Work at office
    Remote work

    Kombo.com

    New York, NY
    4 days ago
  •  ...business. Headquartered in NYC and Tel-Aviv, Sauce...  ...connect directly with their customers. The Sauce team pools...  ...decades of restaurant tech experience, along with...  ...delivery system for successful local restaurants and chains...  ...for a Customer Success Manager (CSM) to help secure... 
    Local area
    Remote work
    Flexible hours

    Sauce

    New York, NY
    3 days ago
  •  ...2B and events. You will prospect law firms, banks, funds, tech firms, agencies, and hospitality groups for holiday parties...  ...’ll own the book, handle inquiries, close deals, and hand off to operations. This is a hybrid role with in-person NYC meetings. #J-18808-Ljbffr... 
    For contractors
    Remote work
    Night shift

    Big Deal Speakeasy Casino

    New York, NY
    3 days ago
  • $200k - $235k

     ...way employees and managers on the frontlines excel...  ...this age of rapid tech evolution, our...  ...differentiated quality of customer experience — while...  ...experience greater success in their current...  ...Ability to work from our NYC office a minimum of...  ...role requires a hybrid schedule with... 
    Temporary work
    Work at office
    Remote work
    Flexible hours
    2 days per week
    3 days per week

    Pathstream

    New York, NY
    3 days ago
  •  ...events, national media outreach, and influencer collaborations. Travel is required; hybrid work with three days in NYC office. You will work with senior marketing and trade teams to manage campaigns, budgets, and award submissions, guiding visibility across picture books... 
    Work at office

    Mediabistro

    New York, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Customer Success Manager Wealth Tech (Hybrid NYC). Be the first to apply!