410 Customer Success Manager jobs in New York

We're working with a fast-growing FinTech innovator transforming the global currency markets. Their platform connects institutional clients to deep liquidity pools, enabling smarter, faster, and more transparent trading. With a strong presence across global financial hubs, we're looking for passionate professionals to help us scale our client success operations in the Americas.

$100,000.00/yr - $120,000.00/yr

• Serve as the primary relationship lead for a portfolio of institutional clients.
• Build and maintain trusted partnerships with key stakeholders, including senior decision-makers.
• Identify and drive opportunities for account expansion and deeper platform engagement.
• Coordinate in-person and virtual client engagements, including training and strategic reviews.
• Deliver tailored onboarding and ensure smooth adoption of new features and tools.
• Monitor client usage and satisfaction metrics to proactively address issues and optimize outcomes.
• Collaborate cross-functionally with product, sales, and support teams to champion client needs.

• 5+ years in client success, relationship management, or account management within financial services or trading technology.
• Strong communication and presentation skills, with experience engaging C-level stakeholders.
• Deep understanding of electronic trading workflows; FX asset class knowledge.
• Proven ability to manage multiple priorities in a fast-paced, client-facing environment.
• Self-starter with a proactive mindset and a passion for delivering value to clients.

• Mid-Senior level

• Full-time

• Customer Service

$70,000.00/yr - $0,000.00/yr

Commission

Direct message the job poster from MS Shift, Inc.

MS Shift is expandingand we're hiring a motivated and customer-centric Customer Success Manager to help our clients get the most from our security and operations software suite.

Youll be the face of MS Shift post-sale: leading onboarding, providing training, ensuring adoption, and driving customer satisfaction. This is a hands-on role where your communication and problem-solving skills will directly influence retention, renewal, and customer growth.

Note: This is an on-site position

• Serve as the main point of contact for client onboarding, implementation, and ongoing relationship management
• Build long-term relationships that drive product adoption and ensure client satisfaction
• Identify and act on opportunities to upsell and expand product usage
• Collaborate with Sales, Product, and Customer Support to deliver a seamless experience
• Track client performance metrics and report usage trends to internal teams
• Create training materials and client-facing documentation in collaboration with Marketing
• Communicate customer feedback to leadership and product teams

• 5+ years of experience in Customer Success, Account Management, or related client-facing role
• Background in SaaS, operations tech, or B2B solutions preferred
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Proficient in Salesforce and/or other CRM platforms
• Bachelor's degree in Business, Communications, Marketing, or related field
• Self-starter with an eye for process improvement and a strong sense of ownership

Base Salary: 70,000 80,000/year (depending on experience)

• Medical insurance
• Vision insurance
• 401(k) plan

MS Shift is an equal opportunity employer. We value diversity and do not discriminate based on race, religion, gender, sexual orientation, age, disability status, or veteran status.

• Mid-Senior level

• Full-time

• Customer Service, Sales, and Business Development

Were removing extraneous postings and keeping focused on the role and qualifications above.

This role is based in our New York City office.

About us:

Templafy is the leading AI-powered document generation platform for companies with a need to create accurate, compliant, and on-brand documents with maximum efficiency and ease. Accessible directly from applications like Microsoft Office, Google Workspace and Salesforce, Templafy is trusted by more than 800 industry leading enterprises, including KPMG, IKEA, and BDO. Our platform simplifies document workflows and eliminates the complexity and risk associated with the content creation process.

Founded in Copenhagen, Denmark, in 2014, Templafys success is built by our 60+ employee nationalities found at offices around the world. We believe that when people feel valued, heard, and empowered, they perform at their bestcreating fulfillment for all. Our unique product and dedication to innovation, diversity, and excellence have raised over $200 million in funding from top investors like Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Capital.

What you'll do:

Customer Success at Templafy is responsible for guiding customers along the value realization path, ensuring they receive positive ROI on their initial use case and paving the way for expansion to new business units and new use cases. CS is held accountable for our Gross Retention Rates and Net Retention Rates. We aim to deliver an excellent enterprise customer experience, responsive to needs and proactive with strategic advice. This requires a deep understanding of our customers businesses and how Templafy can drive positive business outcomes towards cost savings and revenue generation. It also requires genuine relationship-building such that internal and external stakeholders are keen to spend time with you and meet your requests.

What you can Expect:

As a Customer Success Manager, you will fully own your portfolio of ~30-40 global enterprise customers. This means being accountable to your own GRR and NRR. You will report to our Customer Success Lead, North America who in turn reports to the Global VP of Customer Success and work closely with internal stakeholders across Account Management, Solutions Engineering, and Technical Support to achieve your goals.

You will become a trusted advisor to your customers, helping them to fully adopt and realize the current and future value of the Templafy solution. You will focus your time and attention on identifying, delivering and proving positive business outcomes (PBOs) for your customers.

Responsibilities:

• Be empowered to make key decisions about your customer portfolio to meet and exceed GRR and NRR goals
• Demonstrate ongoing curiosity about our customers, their ways of working, and their pain points, to (re)establish value-oriented Positive Business Outcomes (PBOs)
• Execute on the delivery of the Templafy solution to achieve PBOs
• Develop impactful champions within customer organizations, guiding them to sell the PBO story internally to other key stakeholders and economic buyers
• Partner with the Account Management team to develop and deliver long-term account plans for retention and expansion into new use cases and new business units
• Reliably identify at-risk customers and implement proactive measures to address their concerns and ensure satisfaction
• Collaborate within the CS team, sharing best practices and learnings proactively, including being in-office a minimum of 3X per week
• Occasional client calls/travel outside of traditional work hours (to accommodate global client time zones)

Desirable Skills, Knowledge And Experience:

• 4+ years of work experience required, with 2+ years of B2B Customer Success or Account Management experience
• Experience engaging with and presenting to external senior-level stakeholders (VP and above) at Fortune 500 companies
• Ability to prioritize, multi-task, and perform effectively under pressure
• Self-motivated with a business-oriented and customer-focused mindset
• Exemplary communication, presentation and client engagement skills
• Experience with Salesforce preferred

Compensation:

Base Salary: $6,000- 112,000 USD. OTE: 120,000- 140,000. Exact compensation may vary based on skills, experience, and location.

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status.

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Are you a proactive problem-solver with a passion for delivering exceptional customer outcomes? We are looking for a Technical Customer Success Manager to join our team. This role is not a traditional CSM position focused on renewals; instead, we are Manager, Technical, Customer Experience, Microsoft, Technology, Client Relations

Were always on the lookout for talented folks from all around the world to join our organization where everyone can do their best work. Join the team that cares about your success and growth!

Cutover values learning, empathy, trust, growth, work balance, and a dynamic, global team. We support knowledge growth, flexible working arrangements, and a collaborative culture with opportunities to participate in team activities and social events. We serve a global portfolio of customers and offer a compensation package that includes share options for full-time roles. Our goal is an inclusive interview process that helps both you and Cutover understand the role and fit.

Learning is key to everyone at Cutover, and we support your quest for knowledge in whatever form it takes.

Empathy is central to our actions, from working with customers on their pain points to building an inclusive and supportive working culture, considering the human impact of our decisions.

Our customers trust us with their business-critical work and data, and we strive to earn that trust through every action, interaction, commitment, and promise fulfilled.

We share an ambitious mindset and strive to unleash the potential of our team to make our ambitions a reality.

We are committed to learning and development, with ample opportunities to enhance knowledge and skills.

We support flexible working hours and remote working arrangements to support work-life balance.

Join a supportive, friendly team of passionate, experienced people. Youll have opportunities to engage in exciting team activities and social events. Cutovers customers include some of the worlds largest organizations. Helping to deliver their requirements will hone your skills and build your career credentials.

We offer a package of employee benefits to support happiness and health. We also offer share options as part of full-time permanent compensation packages to foster a sense of ownership in the work you do.

We aim for an inclusive interview process that reflects our values. Interviewing at Cutover helps both sides get to know one another and understand the role better. While formats may vary by team or role, heres what you can typically expect:

1. Step 01: To start: Apply on our website or a member of the Cutover Talent Acquisition Team may reach out to you directly.

2. Step 02: Have a chat with a member of our Talent Acquisition Team: Share your experience and learn more about Cutover and the role you are interviewing for.

3. Step 03: Meet the hiring manager: This will typically be your direct manager at Cutover.

4. Step 04: Stakeholder interviews: Meet with two or three other team members in your department and colleagues in cross-functional departments.

5. The Final Interview: A meeting with a member of our leadership team.

Cutover provided a platform to apply skills and opportunities to learn and gain experience through cross-team collaboration. Start your Cutover journey by exploring available opportunities.

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Remarkable AI helps consumer brands drive revenue with automated 1:1 messages. Remarkable AI connects with your existing tech stack to identify prime shoppers and generate the perfect personalized message. Build your community on social. Answer a product question by SMS. Bring customers back to shop with personalized win back emails.

• Develop a trusted advisor relationship with each of your customers, driving success with our solutions and ensuring they receive maximum value from Remarkable
• Be an expert and advisor, while maintaining an understanding and expertise of Remarkable products and solutions, to drive our customers ability to successfully adopt the most relevant features for their specific requirements.
• Be a thought leader and provide insights, recommendations and best practices to your key accounts

• Develop and execute tailored Customer Success Plans that align with customers business objectives and desired outcomes.
• Conduct regular business reviews (QBRs) to ensure progress, align on goals, and identify growth opportunities.

• Drive high renewal rates and identify growth and expansion opportunities.
• Reduce churn and contraction through early risk identification, intervention, escalation and mitigation in partnership with your Remarkable team.
• Leverage data and analytics to identify trends, risks, and opportunities to enhance the customer journey.
• Prepare and present reports to customers and internal teams that demonstrate impact and value.

• 2+ years of relevant work experience in a customer-facing customer success, account management or strategic consulting organization.
• Experience with strategic and complex enterprise customer needs.
• Experience establishing yourself as a trusted advisor with customer partners to guide outcomes.
• Experience using Success Plans to ensure goals are aligned from a business strategy perspective and success metrics are identified.
• Ability to understand and communicate complex problems clearly and concisely to different audiences.
• Self-motivated and entrepreneurial team player.

We are Reform, seeking an enthusiastic, detail-oriented, and design-minded professional to join our Customer Success team. As a Customer Success Manager, youll play a critical role in ensuring Reform clients enjoy a seamless, high-touch experience from design to installation. Youll support both clients and internal teams, resolve issues proactively, and review designer orders for accuracy before they move into production. A strong eye for detail and an appreciation for thoughtful design are essential. This is a fully remote position, with preference for candidates based near one of our retail showrooms.

$70,500.00/yr - $0,500.00/yr

• Provide thoughtful, friendly, and solution-oriented support to clients throughout their projects
• Review designer orders before production to ensure accuracy, completeness, and alignment with product and design standards
• Respond promptly to client inquiries via phone, email, and chat
• Coordinate final delivery and installation logistics with clients and partners
• Troubleshoot order issues and assist with installation-related questions
• Order and track replacement parts for clients as needed
• File and manage claims-related documentation
• Gather and share client feedback and recurring trends with management to improve overall experience

• Experience in a client-facing role (in person or remote)
• Exceptional organizational skills and a sharp eye for detail
• Excellent written and verbal communication skills
• Ability to manage multiple tasks independently in a fast-paced environment
• Prior experience in cabinetry, construction, architecture or design
• College degree or equivalent experience

• Base salary of 70,500
• 20 days PTO with an increase on your anniversary up to 25 days of PTO
• 11 paid holidays
• 4% 401(k) match
• Health insurance

• Seniority level: Associate
• Employment type: Full-time
• Industries: IT Services and IT Consulting
• Location: Remote

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $12M in funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

We're bringing on dozens of new customers each month. You will be the main point of contact for larger firms and will be responsible for helping them onboard and succeed in our product.

Onboarding Prospective Customers

• Conduct onboarding calls with prospective customers, train them to use the product, complete technical implementation steps, and help them realize value quickly
• Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Keeper
• Maintain a high conversion rate from Free Trial to subscribed customer (80-85%)

Expansion of Existing Accounts

• Proactively reach out to accounts in your pipeline to ensure they're continuing to reach their goals and respond to inbound support inquiries in a timely manner
• Identify barriers to success or any roadblocks that would hinder accounts from fully adopting the full feature suite Keeper offers
• Facilitate continued check-ins, team training calls, and Q&A sessions via Zoom
• Create and maintain customer education materials: record video feature overviews and write user guides for content-driven email sequences
• Drive expansion revenue of existing accounts in your pipeline (increase MRR)

Internal Team Processes

• Keep your finger on the pulse of trending feature requests and areas within the product that could be improved, then document and share customer feedback with the rest of the team to inform our product roadmap
• Document best practices, creating templates for customer engagement at key milestones for various user personas
• Help the team iterate to find the most efficient internal processes that reduce friction and best help our customers succeed
• Take on additional projects that inspire you and help move the needle for our team

• 2-3 years of experience in a customer-facing role at an early-stage SaaS startup
• Ability to articulate complex concepts in a simple, straightforward manner, both in written and verbal communication
• Keen attention to detail, thoughtfulness, and a customer-centric mindset
• Knack and passion for process improvement, documentation, and increasing operational efficiencies
• Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce
• Accounting/finance experience is preferred; interest in learning the space is required

• Competitive pay and equity
• Unlimited PTO
• Health, dental, and vision insurance

Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.

We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence all delivered through our SaaS platform, Expert iQ. Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.

Our Customer Success organization is a dynamic, tight-knit team building client relationships and leading retention. As a member of the Customer Success team, youre both a face of Expert Institute and a strategic partner to our clients. Our Customer Success team members understand the pulse of the legal industry and can communicate how our expert services will transform a firms caseload.

Customer success operations move quickly, but so does your potential for promotion. Our leaders value development and trainingevery team member has a track towards success. Plus, top performers are invited to an all-expense paid annual Leaders Club trip to a sunny destination. If youre ready to meet ambitious goals and drive growth in one of the most explosive tech verticals, we want to hear from you.

• Manage and grow a book of high value subscription accounts
• Build strong relationships and rapport with our existing attorney clients through phone calls, emails and onsite visits, serving as their primary point of contact
• Oversee client communications, track account health and work closely with Sales to prepare accounts for renewal
• Present proposals and discuss pricing with renewing accounts
• Strategically increase usage of our service within each firm and maximize retention rates
• Work closely with our Medical and Research teams to deliver exceptional client experience
• Bring passion, high energy, and a strategic mindset to help us provide superior service
• Stay up to date on the latest and most relevant legal industry news and updates
• Support other members of the CS and Sales team with tasks and projects as needed

YOUR BACKGROUND:

• 3-6+ years of relevant sales, client relationship, or client engagement experience
• Experience at a SaaS company preferred
• Salesforce experience preferred but not required
• Strong presentation and communication skills
• Knowledge of legal industry is a plus but not required
• Ability to work autonomously and in a team setting in a fast paced startup environment
• A positive and professional disposition
• Continuous interest in learning and growth

All your information will be kept confidential according to EEO guidelines.