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 Rivet Recruiting LLC
$120k - $160k
MiQ is seeking a Sales Marketing Manager in New York City to enhance their sales narrative and create collateral for the US Sales Team... ...storytelling and stakeholder management skills. The company promotes a hybrid work environment and offers a compensation range of $120,000 to...Suggested- ...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...SuggestedFull timeWork at officeImmediate startRemote work3 days per week
- ...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 BerlinRosen, an Orchestra companySuggestedWork at office
- ...firm is seeking a candidate with 8-13 years of corporate or management accounting experience. The role involves assisting with... ...for process improvement. The work arrangement is currently hybrid, based at their NYC office. A Bachelor's Degree in a related field from a top-...SuggestedWork at office
$100k - $120k
...Enterprise Account Executive - (Hybrid/NYC) New York, New York, United States Sharebite... ...partnerships with large, dynamic customers with desires to feed their large and potentially... ...cycle Collaborate and lead the successful execution of sales activities through...SuggestedContract workLocal areaFlexible hours$100k - $120k
...Our client is a tech firm located in NYC and they are looking to hire a Customer Success Manager. Responsibilities: Identify and engage current and potential clients utilizing various sales methods. Gain a clear understanding of clients' overall business strategies...Full time- 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 timeWork at officeFlexible hours
$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 timeWork at office$60k - $70k
...most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first... ...employee will need to be in the NYC Wall Street office for training up... ...potentially include a fully remote or hybrid option. Essential Functions...Full timeWork experience placementWork at officeRemote workMonday to Friday3 days per week- ...and develop a 10–15 person sales leadership team, combining strategic direction with hands-on execution and customer engagement. This role requires growth-stage startup experience and deep fintech/payments knowledge in a hybrid NYC setting. #J-18808-Ljbffr Jobleads-US
- ...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 Jobleads-US
$50k - $200k
...powered solutions that empower customers to assess, interpret, and... ...including 2+ years as a Customer Success Manager in B2B SaaS Maniacal... ...build processes Able to work hybrid from our Union Square office... ...Hybrid work based in Union Square, NYC #J-18808-Ljbffr LiminalWork at officeFlexible hoursShift work- ...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 areaRemote workFlexible hours
$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 office3 days per week$125k - $140k
...a focus on hedge funds, private credit managers, and other alternative asset managers. Reporting... ...their core investment activities. The successful candidate will understand the technology... ...and events. To enable learning in our hybrid working model, Broadridge has redesigned...Contract workWork at officeLocal area- Grocery TV in NYC is seeking a Senior Account Director, National Media to lead national media sales engagements with top agencies and... ...untapped opportunities in in-store retail media. This hybrid role prioritizes candidates in the NY metro area, with in-office...Work at office
- Slalom is seeking a Client Partner in the NYC area to build and grow long-term relationships with Financial Services institutions. You... ...influence strategic business and technology directions. You’ll manage senior client relationships in large pharma and FS accounts,...
- ...About Wealth.com Wealth.com is the industry's leading... ...thousands of wealth management firms to modernize how... ....com is the only tech-led, end-to-end platform... ...We're hiring a Head of Customer Success to own the post-sale... ...Benefits & Perks ~ Hybrid work arrangement in New...Temporary workFlexible hours
$90k - $105k
...patients, personal care providers, managed care organizations, and... ...a proactive and experienced Customer Success Manager (CSM) to join our dynamic... ...of expansion. This is a hybrid position, with an expectation... ...report to the Midtown Manhattan, NYC office 3 days/week (typically...Full timeContract workWork at officeLocal areaNight shift3 days per week$115k - $145k
...Location: New York City, near Penn Station Work model: Hybrid, 4 days/week in office. 3 days/week may be possible for... ...Series B The Opportunity We're recruiting an Account Manager / Customer Success Manager for a growing Series B B2B SaaS company helping marketing...Work at office3 days per week- ...Cloudflare, Inc. is seeking a Senior Territory Account Executive for NYC to acquire and expand mid-market accounts within a defined... ...territory. You will lead technical and executive conversations, mapping customer needs to Cloudflare’s security, network, and performance...
- Cloudflare is seeking an exceptionally accomplished Senior Named Account Executive to join our Enterprise/Field Sales team in New York. You will drive the most strategic engagements, secure and expand platform sales, and demonstrate mastery of enterprise architecture across...
$234k - $321k
...Territory Account Executive (NYC) Hybrid About Us At Cloudflare... ...Internet properties for customers ranging from individual bloggers... ...Executives, Channel Account Managers, Business Development... ...Solution Engineers, Customer Success, and Sales Operations - all...Contract workTemporary workLocal areaFlexible hours$200k - $265k
...the role Join Anthropic's Customer Success team in a high-visibility & high... ...accounts in our Enterprise Tech segment. As our dedicated Customer Success Manager for Enterprise Tech Customers you... ...the position Location-based hybrid policy: Currently, we expect...Full timeWork at officeVisa sponsorshipFlexible hours- ...shared mission, with a new NYC office designed to... ...the Role The Clinical Success Director owns the operator... ...You will not directly manage a team, but you will be... ...Represent the voice of the customer internally.**You... ...Flexible Work Support --- Hybrid and remote arrangements...Work at officeRemote workHome officeFlexible hoursDay shift
- Broadsign, a leading programmatic ad tech company, is seeking a Senior Account Executive to drive enterprise sales for its DOOH platform... ...programmatic proposals, and support agency-wide agreements in a hybrid role based in New York. You will leverage experience in the...
- ...creative delivery system combines tech, talent and service to help in... ...and media. \n \n Client Manager - North America \n \n... ...global brands. \n \n Based in NYC, you’ll manage some of our... ...platforms. \n \n This is a hybrid role, working remotely with...Remote work
- ...Guidepoint is seeking a Product Manager to own the CRM and customer-facing web applications, driving a clear experience strategy, reusable APIs, and... ...stories and specs, and influence cross-functional teams in a hybrid New York City setting. You will work on prioritizing...
$350k - $400k
...Director - NY or Bay Area Hybrid- $350-400k OTE + EQUITY Location: NYC (preferred) or SF Bay... ...business within a profitable tech company Space: Executive... ...business and win strategies. Manage and grow a team of 3 ICs... ...—account-based approach. Success Metrics Build a...Permanent employment$250k - $350k
...Enterprise Account Executive, NYC Glean is the Work AI... ...to govern, scale, and customize AI across their entire... ...AI 50, and Gartner's Tech Innovators in Agentic... ...for landing and managing multi-million dollar, often... ...forward and ensure customer success You will...Remote workHome officeFlexible hours
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!
- strategic customer success manager New York, NY
- educational customer success manager New York, NY
- enterprise customer success manager New York, NY
- sr. customer success manager New York, NY
- success manager New York, NY
- customer success manager remote New York, NY
- customer success executive New York, NY
- customer success manager New York, NY
- partner success manager New York, NY
- client success manager New York, NY



