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Account Manager - Customer Success
Job Description & How to Apply Below
Key Responsibilities Manage relationships with enterprise and mid-market clients in finance
Drive customer engagement, renewals, and upsell opportunities
Advise clients on integrating AI insights into investment workflows
Collaborate with Product, Sales, and Engineering to align on client needs
Use analytics to improve adoption and reduce churn
Capture feedback to inform product development
What We re Looking ForMBA from a top-tier institution (mandatory)
1-2 years of post-MBA experience in financial services, consulting, or fintech
Knowledge of capital markets, investment research, and financial modeling
Strong communication skills and stakeholder management experience
Analytical, hands-on, and comfortable in a fast-paced startup environment
Familiarity with CRM, analytics, and customer success tools
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