Senior Customer Success Manager
New York$120k - $175kFull-timePosted 4mo ago
About the role
Senior Customer Success Manager role at 9fin focusing on client growth, usage expansion, and cross-functional collaboration to drive revenue and ensure customer success throughout the lifecycle.
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
- 4+ 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:Industry knowledge of capital marketsRelationship buildingStrategic planningProject collaborationCRM proficiencyCommunication
Benefits
- Competitive Salary: $120,000-$175,000
- 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
- Hybrid Policy: designated office days Tue/Wed from Jan 2027 and optional other days in office as needed
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
More open roles at 9fin
- Strategic Account Manager4d agoNew York · Sales
- Account Executive4d agoNew York · Sales
- People Operations Lead1w agoBelfast · People
- Senior Product Manager1w agoLondon · Product Management
- People Operations Lead1w agoLondon · People