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Customer Success Manager - WealthTech
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-09
Listing for:
Luminary
Full Time
position Listed on 2026-01-09
Job specializations:
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Client Relationship Manager, Technical Support, HelpDesk/Support
Job Description & How to Apply Below
Location: New York
A leading data and collaboration platform is seeking a Customer Success Manager to manage a growing customer base in New York. This role involves onboarding new clients, developing success plans, and ensuring strong relationships with key stakeholders. The ideal candidate has 5-8 years of experience in customer success or wealth management, with excellent project management and communication skills. Offering a competitive salary between $100,000 and $150,000, plus additional performance-based incentives.
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