Client Success Manager, Partnerships

CFRA Research•,

18d•$55,000 - $70,000•Remote

About The Position

The Client Success Manager, Partnerships supports a network of distribution partners in the financial services sector, including resellers, data vendors, and platform providers. The role manages a portfolio of smaller partner relationships and works with the Partnerships lead to support larger accounts. The manager develops in-depth knowledge of partner setups, maintains accurate account and usage records, and helps ensure seamless content distribution, compliance, and growth. This role is suited to a proactive, detail-oriented team player who thrives on a small team. It involves managing partner communications and scheduling, supporting product adoption, monitoring usage against contracted terms, maintaining account information, and responding to partner questions.

Requirements

1–2 years of experience in Customer Success, Account Management, or a partner-facing customer role.
Hands-on experience with CRM tools, preferably Salesforce.
Proficiency in Excel, including pivot tables, VLOOKUP/XLOOKUP, filtering, and sorting large datasets; comfort organizing, analyzing, and reconciling data.
Collaborative work ethic and a goal-driven approach.
Excellent written and verbal communication skills, with strong attention to detail.
Strong relationship management skills and the ability to build and maintain long-term business relationships.
Ownership and accountability, with the ability to work independently and follow through on commitments.
A customer-centric mindset and passion for helping clients succeed.
Ability to prioritize tasks and manage multiple client requests.
Strong problem-solving skills and a proactive approach to addressing client challenges.

Nice To Haves

Previous experience in financial services, financial data, or a research environment is highly preferred.

Responsibilities

At the direction of the Partnerships lead, manage a handful of smaller partner relationships, including end-to-end communication and scheduling.
Develop a deep understanding of each partner’s goals, packages and pricing, and use of and benefits from the company’s services.
Serve as the product expert for the partner base and drive adoption of products and services in collaboration with partners.
Work with the Partnerships lead to build and maintain centralized account-level information, including licensed products, renewal dates, and current spend.
Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms.
Maintain accurate, up-to-date records of partner accounts, contacts, and interactions.
Assist with inbound product-, research-, and issue-related questions from partners.