Client Success Manager

73 Strings • New York, NY

19d

About The Position

We are seeking a Client Success Manager to join our dynamic team of financial advisory experts, valuation professionals, and engineers. In this strategic role, you will own executive-level relationships with some of the largest private market firms, driving adoption and maximizing client value. You will act as a trusted advisor, leveraging deep industry knowledge and influencing product evolution at the intersection of AI and corporate finance.

Requirements

• Graduate or post-graduate qualification with 5+ years of client-facing experience in financial services, private equity, investment banking, fintech, or SaaS.
• Proven track record of managing enterprise-level accounts and driving adoption of complex technology solutions.
• Exceptional executive communication and presentation skills, with experience influencing C-suite stakeholders.
• Proficiency in MS Excel.
• Familiarity with CRM and success platforms.
• Self-starter with strategic thinking, leadership capabilities, and a passion for innovation.

Nice To Haves

• Familiarity with Private Equity and Private Credit valuation methodologies is nice to have, not required.

Responsibilities

• Serve as the primary executive relationship owner for strategic accounts, ensuring alignment with client business objectives.
• Lead strategic adoption initiatives, driving measurable ROI and long-term engagement.
• Conduct Executive Business Reviews (EBRs) and deliver actionable insights to senior stakeholders.
• Drive client usage and engagement through tailored training sessions, deep product knowledge, and best practice guidance. Ensure clients understand new features and their use cases to maximize platform value.
• Develop and execute client success strategies, including health monitoring, risk mitigation, and growth planning.
• Identify upsell and cross-sell opportunities and collaborate closely with the sales team to ensure seamless handoff and execution.
• Provide strategic feedback to product teams, shaping roadmap priorities based on client needs and market trends.
• Mentor junior team members and contribute to building scalable success frameworks.
• Represent 73 Strings at industry events and client workshops as a thought leader.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed
• Number of Employees: 101-250 employees