Client Success Manager, Partnerships

Department: Account Management

Employment Type: Full Time

Location: Remote US, Remote

Key Responsibilities

• At the direction of the Partnerships lead, directly manage a handful of smaller partner relationships, including end-to-end communication and scheduling.
• Develop a deep understanding of each partner, including their goals, packages and pricing, and how they use and benefit from our services.
• Serve as the product expert for your partner base, driving adoption of our products and services in collaboration with partners.
• Partner with the Partnerships lead to build and maintain centralized views of account-level information, such as licensed products, renewal dates, and current spend.
• Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms.
• Maintain accurate, up-to-date records of partner accounts, contacts, and interactions
• Serve as the product expert for services within your client base.
• Assist with inbound product-, research-, and issue-related questions from partners.

Skills, Knowledge and Expertise

• 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role.
• Previous experience in financial services, financial data, or a research environment is highly preferred.
• Hands-on experience with CRM tools, preferably Salesforce.
• Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, filtering and sorting large datasets), with comfort organizing, analyzing, and reconciling data.
• Collaborative work ethic and a goal-driven approach.
• Excellent written and verbal communication skills, with strong attention to detail.
• Strong relationship management skills, with the ability to build and maintain long-term business relationships.
• Ownership and accountability, with the ability to work independently and follow through on commitments.
• A customer-centric mindset with a passion for helping clients succeed.
• Ability to prioritize tasks and manage multiple client requests.
• Strong problem-solving skills and a proactive approach to addressing client challenges.

Benefits

• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance 
• Competitive Pay
• Annual Performance Bonus