Customer Success Lead

Job Description

Job Description

Customer Success Lead | Private Markets AI

Location: New York City

Salary: $100,000 – $150,000 Base | $250,000 – $300,000 OTE

ABOUT THE COMPANY

We build LLM-powered workflow tools purpose-built for private market investors and the consultants who advise them.

• Clients include most of the global top 10 PE and consulting firms
• 10x revenue growth in 2025
• Profitable and bootstrapped no VC pressure, no noise
• 30+ person team across NYC, London, and Sydney

We only hire people who have genuinely done the job our customers do.

THE ROLE

This is not a support function.

You will manage enterprise AI deployments across thousands of users at the largest logos in private markets. You will own senior relationships at top-tier PE funds and global consultancies. You will sit directly between our customers and our product team turning what you hear in client conversations into features that ship.

If you've ever thought "someone should fix this" about the way DD work gets done here, you're the person who does.

WHAT YOU'LL OWN

Client Relationships

Own onboarding, adoption, and retention across a portfolio of enterprise accounts. Primary point of contact for senior stakeholders at PE funds and global consulting firms.

Large-Scale Deployments

Plan and execute AI rollouts across organizations of 1,000+ users change management, training, and adoption at scale.

Voice of the Customer

Sit between customers and product. Translate client conversations into a clear view of what needs to be built and advocate for it.

Training & Enablement

Co-design and deliver training programs. You understand how consultants think use that to make adoption stick.

Data & Retention

Use usage data and customer analytics to drive satisfaction, surface risk, and identify growth across your book.

Team & Process Building

As an early CS hire, you'll shape the playbooks, structure, and culture as the team scales around you.

WHAT WE'RE LOOKING FOR

Required

• 2+ years in management consulting (CDD a strong plus) OR 2+ years in PE OR 3+ years in customer success, product, or data analytics at a startup or scale-up
• First-hand understanding of how due diligence works the pressure, the pace, the stakes
• Exceptional communication and presentation skills; comfortable with senior stakeholders from day one
• Strong ability to prioritize and execute quickly under pressure
• Rigorous, data-driven mindset; ability to write basic SQL queries
• Advanced working knowledge of LLMs and AI tools in professional workflows
• Native or highly fluent English

The Mindset We're Hiring For

• Thoughtful, informed opinions on how AI will change consulting and investment work
• High bar for quality and client outcomes for yourself and your accounts
• Collaborative, direct, and energized by building rather than inheriting

COMPENSATION & BENEFITS

• Base: $100,000 – $150,000
• OTE: $250,000 – $300,000
• Equity
• Private healthcare
• Equinox gym membership
• Lunch in office daily; dinner when working late
• Frequent international offsites (recent: Crete, Cancun)

THE HONEST PITCH

If you've come from EY-Parthenon, BCG, McKinsey, PwC, or a peer firm and you've been thinking about where AI actually fits into the work you've spent years doing this is a rare chance to answer that question from the inside.

We're already embedded in the largest deals in private markets. You'd be joining early, with real scope, real upside, and a direct line to the product our customers rely on every day.

We only hire people who have done the job our customers do.

If that's you we want to hear from you.