Account Manager

Maybern•New York, NY

20d•$160,000 - $195,000•Hybrid

About The Position

As an Account Manager at Maybern, you'll own the post-sale client relationship and help customers realize measurable value from the platform. You'll build trusted relationships, coordinate internal teams around delivery and adoption, and guide customers through complex changes, challenges, and moments of ambiguity. This role blends executive relationship management, product fluency, and a sophisticated understanding of operational change management. We're looking for an empathetic, highly organized Account Manager with a background in finance or a related client-facing field. You thrive on building rapport, managing difficult conversations directly, coordinating complex workstreams, and partnering cross-functionally to drive strong outcomes for customers and Maybern.

Requirements

5+ years of experience in client relationship management, Investor Relations, consulting or engagement management, implementation, PMO, or a related customer-facing role
A solid foundation in private funds; fund finance background a plus but not required.
Proven track record managing executive-level relationships, complex customer lifecycles, or multi-workstream engagements.
Experience coordinating multiple internal teams, deliverables, and dependencies on behalf of a customer.
Strong strategic thinking paired with a bias for action — you can zoom out to the big picture but also dive into tactical detail when needed.
Exceptional communication and interpersonal skills, with the ability to coach clients and influence internal stakeholders.
Comfortable navigating product conversations; able to understand functionality, suggest use cases, and provide minimally detailed walkthroughs.
Experience working cross-functionally with Sales, Legal, and Product teams to deliver coordinated client outcomes.

Nice To Haves

Fund finance background

Responsibilities

Build trusted relationships with client stakeholders and develop a nuanced understanding of their goals, operating context, and concerns.
Serve as the accountable point person for customer outcomes across implementation, adoption, value realization, and ongoing account management.
Coordinate multiple accounts, deliverables, timelines, training needs, implementation activities, and internal dependencies.
Anticipate risks and second-order consequences, then create clear plans to keep customers and internal teams aligned.
Lead difficult conversations with candor and empathy when Maybern is working through product issues, data problems, delivery delays, or changing requirements.
Drive product adoption and coach clients on reporting and performance workflows, guiding them through Maybern's tools and sharing use case insights from peer firms.
Ensure business value realization by guiding clients through change management and aligning on measurable success metrics.
Translate customer needs into clear internal action plans and bring in Implementation, FDE, Product, Engineering, or fund-accounting expertise when appropriate.
Synthesize product feedback and manage product requests with clear communication and expectation setting.
Advocate for retention and identify potential expansion opportunities, partnering with Sales or other commercial stakeholders when a dedicated selling motion is appropriate.
Enable client advocacy, coordinating reference calls, case study participation, and user research engagements.
Maintain internal visibility, driving client health scoring, reporting, and leadership reviews that inform proactive client strategies.
Mentor and support junior CSMs, contributing to team knowledge-sharing and playbook development.