Customer Success Manager

What You'll Do

Own day-to-day relationships with capital markets teams at major investment banks, from onboarding through ongoing usage.

Become a true product expert across the full breadth of the platform, and teach customers to get the most from it.

Respond to time-sensitive customer needs during live activity, where speed and accuracy both matter.

Turn customer feedback into clear, prioritized input for our product team.

Build the playbooks, processes, and tooling that will define customer success.

Identify expansion opportunities and help grow our footprint within each institution.

What You Bring

2–5 years in corporate access, customer success, account management, or another client-facing role with demanding stakeholders.

Poise and credibility with senior people at large financial institutions.

Comfort with ambiguity and the judgment to make good calls without a manual.

The ability to master a wide, deep product surface — we are a platform, not a point solution.

Sharp written and verbal communication.

High agency — you see what needs doing and you do it.

Nice To Have

Experience in capital markets, fintech, or financial services.

Familiarity with equity issuance, corporate access, or the institutional investor landscape.

Experience at an early-stage startup, especially building a function from scratch.