Customer Success Lead, Private Markets AI
Listed on 2026-08-03
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Business
Client Relationship Management, Business Development, Business Analyst, Operations Management
CUSTOMER SUCCESS LEAD | PRIVATE MARKETS AI
New York City | Base $100K–$150K | OTE $250K–$300K
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THE PITCHYou ve spent years inside due diligence — the pressure, the pace, the all-nighters, the stakes. You ve probably thought "someone should fix how this work gets done." This is the seat where you get to be that person.
We build LLM-powered workflow tools for private market investors and the consultants who advise them. Clients include most of the global top 10 PE and consulting firms. Revenue grew 10x in 2025. We re profitable and bootstrapped — no VC pressure, no noise, no growth-at-all-costs theater.
This isn t a support role. You ll own senior relationships at the largest funds and consultancies in the world, run AI deployments across 1,000+ user organizations, and sit at the table where client conversations become shipped product.
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WHAT YOU LL OWN- Enterprise relationships — primary contact for senior stakeholders at top-tier PE funds and global consultancies
- Deployments at scale — rollouts across 1,000+ user orgs, from change management through adoption
- Product influence — you re the translator between what clients say and what gets built next
- Training design — co-build enablement programs for an audience that thinks like you do
- Team building — early CS hire shaping the playbooks as the team scales
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WHAT GETS YOU HIRED- 2+ years in management consulting (CDD a strong plus), OR 2+ years in PE, OR 3+ years in CS/product/data analytics at a startup or scale-up
- Real, first-hand DD experience — you know the pressure from the inside
- Sharp with senior stakeholders from day one
- Comfortable with SQL and data-driven decision-making
- Strong point of view on where AI is taking consulting and investing
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THE PACKAGE- $100K–$150K base, $250K–$300K OTE
- Equity
- Private healthcare
- Equinox membership
- Daily lunch, dinner when you re working late
- International offsites (Crete, Cancun — recent ones)
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