Customer Success Manager
New York$90k - $105kFull-timePosted 8mo ago
About the role
Customer Success Manager role focusing on ensuring clients understand 9fin’s product, driving usage growth, and delivering data-driven insights across accounts within a newly created function that collaborates with account managers.
Responsibilities
- Become a 9fin expert with a strong understanding of our products and services
- Partner with the account managers on specific client projects to drive and ensure growth within the accounts
- Become the voice of the client when delivering on internal projects by ensuring our clients’ needs are consistently met
- Develop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clients
- Leverage 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 needs
- Attend relevant industry conferences and events
- Maintain up to date records of client interactions via our CRM
Qualifications
- 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 community
- A 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 detail
- Effective written and verbal communication skills conveying messages accurately and concisely
- Team 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 beneficial
Skills
Required:Account management / Customer SuccessFinancial markets knowledgeCommunication
Benefits
- Competitive Salary: $90,000-$105,000
- 401(k) (9fin pay 3%, employee contributions are uncapped)
- Private Health Insurance, with Dental and Vision
- Paid sick leave
- Disability Insurance (New York)
- Commuter Benefit
- 25 vacation days per year
- Local public holidays
- Work abroad for up to 3 months a year
- 1 month paid sabbatical after 5 years of service
- Enhanced parental leave & flexible working arrangements available
- Professional learning and development budget
- AI experimentation budget of $1,000 per employee to trial AI tools
- Bi-annual team socials
- Summer and Winter company social events
Last updated Oct 21, 2026. Interested? Apply on the company site.
About 9fin
Faster, smarter, debt market intelligence
9fin is a leading provider of debt market intelligence and offers everything you need to analyse a credit, or win a mandate in one AI-powered platform
Debt Market IntelligenceDataAnalyticsCredit AnalysisFinancial Data
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