Associate Client Success Manager - Financial Services

Company Overview

Join a dynamic team that’s redefining consumer data analytics. Consumer Edge ("CE") is a leading data and insights‑as‑a‑service (IaaS) company specializing in the global consumer, B2B, and healthcare economies. CE delivers real‑time, transaction‑based intelligence enriched by deep industry expertise. Its solutions equip corporate and investment leaders with best‑in‑class tools for strategic decision‑making, offering granular insights and benchmarking across products, brands, sub‑industries, and industries.

CE’s unique capabilities turn complex data into clear, actionable insights that drive smarter, faster decisions.

Consumer Edge (CE) is looking for a motivated and detail‑oriented Associate Client Success Manager to support and grow relationships with some of the world’s leading financial institutions who rely on CE’s data and SaaS products. In this role you will work alongside senior Client Success and Account Management colleagues to help clients onboard smoothly, engage with CE’s platform, and see clear value in their day‑to‑day workflows.

Reporting to the Senior Director, Client Success, you will support client relationships with a strong focus on coordination, preparation, and day‑to‑day relationship management. This role is a strong fit for someone who is early in their client success career and wants to build experience with data‑focused, institutional and corporate clients in a fast‑paced environment.

Client Success at Consumer Edge focuses on clear onboarding, ongoing education, and proactive engagement so customers can incorporate CE into their research, investment, and strategic decisions. The function works closely with Sales, Account Management, Product, Data, and Research, serving as the voice of the customer and an advocate for a consistent, high‑quality experience. As an Associate Client Success Manager, you will support these efforts by handling key coordination tasks, tracking deliverables, maintaining clean records, and helping to build scalable processes and client resources.

• Support day‑to‑day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
• Educate customers to ensure adoption and optimal usage of CE’s offerings.
• Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines.
• Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
• Prepare materials for client meetings, including account summaries, usage reports, and presentation content.
• Monitor engagement and basic account health indicators, and flag notable changes to senior team members.
• Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers.
• Contribute to client‑facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly.
• Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams.

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• One to three years of experience in a client‑facing environment role, ideally in financial services.
• A collaborative and team‑oriented working style, with a strong focus on client engagement, adoption, and long‑term relationship growth.
• Expertise with Excel, PowerPoint, and Salesforce;
  Hubspot is a plus.
• Strong verbal and written communication skills and comfort working with professional, detail‑oriented stakeholders.
• Analytical mindset with the ability to interpret data, spot patterns, and support clear recommendations.
• Strong organization and time‑management skills with the ability to manage multiple tasks and accounts concurrently.
• Eagerness to learn CE’s products, data, and client use cases in depth.

We offer a competitive salary, an extensive benefits package including 401(k) match, paid parental leave, flexible and generous time off, work from home flexibility and a vibrant work environment conducive to professional growth and innovation. Join our team and play a significant role in driving data‑driven decision‑making, shaping the future of global consumer insights.

The annual base salary for this role is between $80,000 – $110,000 based on experience, with the opportunity for a performance‑based bonus, company equity, 401(k) matching, work‑from‑home flexibility, and subsidized health benefits.