Customer Success Manager; CSM

Customer Success Manager – CFRA Research | Remote (US)

CFRA Research is seeking a Customer Success Manager (CSM) to support its network of distribution partners in the financial services sector. This full-time, remote role offers $55,000–$70,000/year plus an annual performance bonus and comprehensive benefits.

The successful candidate will manage relationships with service facilitators, resellers, data vendors, and platform providers to ensure seamless content distribution, compliance, and collaborative growth.

• Job Title: Customer Success Manager
• Employer: CFRA Research
• Location: Remote (US-based)
• Pay: $55,000–$70,000/year + annual performance bonus
• Job Type: Full-Time

• Develop a deep understanding of client objectives, needs, and working styles
• Drive adoption of CFRA products and services
• Monitor usage data to target inactive users and maintain accurate user lists
• Identify growth opportunities within existing accounts (e.g., user adds)
• Serve as product expert and conduct product trainings
• Assist with inbound product and research-related questions
• Partner with Product to integrate client feedback into enhancement roadmaps
• Collaborate with Marketing on campaign strategies for existing accounts

Essential:

• 1–2 years of experience in Customer Success, Account Management, or related role
• Hands-on experience with CRM tools (preferably Salesforce)
• Strong communication and interpersonal skills
• Customer-centric mindset with a passion for client success
• Ability to prioritize tasks and manage multiple client requests
• Strong problem-solving skills and proactive approach

Preferred:

• Experience servicing Wealth Management accounts
• Experience in a Research environment

• Competitive salary ($55,000–$70,000/year)
• Annual performance bonus
• 20 vacation days + 8 sick days + 1 paid volunteer day
• 10–11 paid holidays per year
• Health, dental, and vision insurance
• Company-paid life and disability insurance
• Opportunities for advancement

CFRA Research is a global leader in independent investment insights and data analytics, with a heritage dating back to the 1920s. Its multidisciplinary approach includes forensic accounting, fundamental, and policy research. With over 90 global analysts, CFRA provides qualitative and quantitative research on thousands of companies and funds, serving more than 2,000 clients worldwide.

How to Apply:

• Submit your application via CFRA Research’s careers portal.
• Highlight your customer success, CRM, and financial services experience.
• Shortlisted candidates will be contacted for interview.

to apply

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