Customer Success Manager at CMG driving client engagement and relationship management in equity capital markets. Focusing on onboarding and expanding CMG’s presence within existing accounts.
Responsibilities
Proactively engage with clients to surface emerging needs, uncover new use cases, and drive adoption of CMG’s products
Work cross-functionally with Sales to create strategic account plans aimed at securing renewals and uncovering new opportunities
Identify patterns in client feedback to highlight product gaps, inform internal teams, and help shape CMG’s product direction
Deliver high-touch service and foster strong client relationships that prioritize both responsiveness and long-term value
Diagnose and resolve customer questions with a solutions-oriented mindset, offering creative workarounds when necessary
Build and maintain deep understanding of the CMG platform to support a broad spectrum of customer workflows and opportunities
Independently manage fast-paced work as part of a Customer Success team
Maintain a flexible and positive approach when navigating challenges
Contribute to strategic initiatives and special projects that improve the customer experience and overall team impact
Requirements
2+ years of experience in a client-facing role (such as Customer Success, Sales, Account Management, or similar) with a strong track record of building relationships and delivering value to customers
Prior experience working in Fintech or within financial institutions is desired
Ability to influence both technical and business audiences to improve the product by identifying and documenting enhancements
Exceptional communication skills (both written and verbal) and the ability to interact with a wide range of audiences
Curiosity and desire to learn quickly to develop domain knowledge
Keen analytical and problem-solving skills
Ability to multi-task balancing simultaneous customer issues
Comfortable working in a collaborative, fast paced team environment
Flexibility for rotational coverage of non-peak hours is a plus
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