Client Success Manager
About The Position
Ready to take your client‑facing FinTech career to the next level? As a Customer Success Manager, you’ll be the post‑sales champion for our buy‑side customers, including hedge funds, mutual funds, and other asset managers. Your mission? Build deep partnerships with clients, guide them through onboarding and adoption, and ensure they get measurable impact from Daloopa’s solutions. You’ll learn the workflows of sophisticated investment teams, influence product usage, and play a key role in driving retention and expansion. You’ll collaborate closely with a talented team of CSMs based in LatAm, sharing insights and best practices to deliver a consistent, exceptional client experience. You’ll work directly with your Manager to prioritize your accounts, refine processes, and elevate our customer success motion. This role includes periodic onsite meetings with NYC‑based customers. Travel outside New York is minimal and typically not required.
Requirements
- Experience as a CSM or other client services-based roles.
- Proven ability to stay organized and maintain data hygiene while managing a complex book of business
- Ability to assess customer churn trends, synthesize feedback, and drive product improvements.
- Strong written and verbal communication and stakeholder management skills, capable of engaging with senior decision-makers
- Strong background in FinTech, with prior experience working with buy-side personas as a bonus.
Responsibilities
- Reduce churn by identifying customer pain points early and executing proactive retention strategies.
- Build strong relationships with buy‑side users to drive tailored product adoption.
- Partner with Sales to surface expansion opportunities and potential leads within existing accounts.
- Gather, interpret, and relay client feedback to improve Daloopa’s product and user experience, collaborating closely with the Product team.
- Become a product expert and keep customers informed on key updates and roadmap developments.
- Work with your Manager to uphold internal processes, share actionable client insights, and help improve CS team efficiency.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
