Customer Success Manager

Account Management Team OpportunityThe Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients' workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base.The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication.This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero.This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your sales career.What You'll Work OnEvery day is different, but here's an example of the kind of things you'll work on:Become a 9fin expert with a strong understanding of our products and servicesPartner with the account managers on specific client projects to drive and ensure growth within the accountsBecome the voice of the client when delivering on internal projects by ensuring our clients' needs are consistently metDevelop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clientsLeverage existing customer relationships and expand the network of relevant contacts within each account to ensure 9fin continues to be the partner of choice for their needsAttend relevant industry conferences and eventsMaintain up to date records of client interactions via our CRMRequirementsThis role will be a great fit if you have:2+ years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development)A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buyside, sellside & advisory communityA 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 detailEffective written and verbal communication skills conveying messages accurately and conciselyTeam player, but also able to work effectively alone (help is always at hand if you need though!)Existing relationships / network within the Leveraged Finance community would be beneficialOur BenefitsWe're a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.Financial & InsuranceCompetitive Salary: $90,000-$105,000401(k) (9fin pay 3%, employee contributions are uncapped)Private Health Insurance, with Dental and VisionPaid sick leaveDisability Insurance (New York)Commuter BenefitTime Off25 vacation days per yearLocal public holidaysHybrid working model, to allow you the flexibility to decide how, where and when you do your best workWork abroad for up to 3 months a year1 month paid sabbatical after 5 years of serviceEnhanced parental leave & flexible working arrangements availableTraining & CultureProfessional learning and development budgetAI experimentation budget of $1,000 per employee to trial AI toolsBi-annual team socialsSummer and Winter company social events9fin is an equal opportunities employerAt 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you're excited about this role but your experience doesn't perfectly align with the job description, we encourage you to apply anyway. You might just be who we're looking for — either for this role, or perhaps another.