About the role

  • Customer Success Manager owning client relationships for SPS's M&A solutions in the New York area. Collaborating with private equity clients to ensure success in using the SPS portal.

Responsibilities

  • Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients.
  • Communicating the SPS solution and articulating how the portal transforms deal sourcing for private equity and other M&A participants.
  • Understanding your clients’ requirements and industry challenges and being their trusted advisor and post-sales success leader.
  • Creating account specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts.
  • Ensuring full adoption of the SPS portal across your clients’ organizations and maximizing value for them to secure year on year retention.
  • Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success.
  • Developing a thorough understanding of the SPS solution and M&A/Private Equity.

Requirements

  • Proven experience as a Relationship Management or Customer Success Professional with onboarding/implementation responsibilities, or as a Consultant with a SaaS provider – ideally with a finance focus.
  • Excellent communication and interpersonal skills, with the ability to work closely with clients and cross-functional teams.
  • Strong problem-solving skills and attention to detail.
  • Willingness to work some later hours to accommodate US based clients.
  • Prior knowledge of the M&A and Private Equity landscape a big plus.

Benefits

  • 24 days PTO and bank holidays
  • Excellent commission structure
  • Enhanced parental leave
  • Wellness days and incentives
  • Matched 401k
  • Health and dental plans
  • Birthday day off
  • Employee assistance program
  • Travel loan scheme
  • Charity days
  • Breakfast provided in the office
  • Social events throughout the year

Job title

Customer Success Manager

Job type

Experience level

Mid levelSenior

Salary

$112,500 per year

Degree requirement

Bachelor's Degree

Location requirements

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