Client Success Manager

Maestro for Private Equity • Boston, MA

102d

About The Position

Maestro is a high-growth technology startup seeking a Client Success Manager (CSM) to join our Client Organization. With a growing roster of clients, we are building long-lasting partnerships with private equity sponsors and portfolio companies that leverage our platform to drive measurable outcomes. As a CSM, you’ll own client relationships end-to-end: onboarding, adoption, retention, and growth. You’ll learn the ins and outs of the Maestro platform, build trusted relationships with senior stakeholders, and act as a strategic partner in value creation planning. This role is critical to ensuring our clients achieve maximum impact with Maestro. This position can be located in Boston or New York City.

Requirements

• 3–5 years of professional experience in Customer Success, Account Management, or another client-facing role (B2B SaaS experience preferred; Financial Technology or Collaborative Work Management SaaS a plus).
• Proven ability to build strong client relationships and deliver measurable results in adoption, retention, and growth.
• Excellent communication and presentation skills, with the ability to engage PE professionals and C-suite executives.
• Strong analytical and problem-solving skills; ability to think strategically in challenging situations.
• Entrepreneurial mindset with a proactive, self-starter attitude, and an innate curiosity to learn from others.
• Strong organizational and time management skills.
• Experience with Salesforce and Microsoft Office (Slack, Zoom, etc. a plus).
• Ability to operate effectively in a hybrid work environment (both in-office and remote).
• Bachelor’s degree or higher.
• Willingness to travel as required.

Responsibilities

• Manage, maintain, and grow a book of client accounts, including global private equity firms and PE-backed companies.
• Cultivate an acute understanding of each client firm’s needs and goals related to Maestro, continuously provide solutions to meet and exceed those goals.
• Act as a subject matter expert on value creation planning, sharing best practices from across the private equity ecosystem.
• Meet regularly (live and virtual) with clients to review progress, drive outcomes, and foster impactful relationships.
• Lead client onboardings to ensure proper setup and delivery against the agreed upon value prop.
• Develop and execute strategic account plans focused on adoption, retention, and growth; strategically leverage internal cross-functional teams for client support.
• Forecast renewals and proactively manage risk to exceed retention and growth targets.
• Identify upsell opportunities and partner with Client Development to drive expansion.
• Collaborate with a Client Success Associate to optimize configurations and coordinate support for technical issues.
• Conduct client webinars and training sessions to drive product adoption and awareness of new features.
• Monitor and analyze user adoption trends to highlight opportunities and mitigate risks.
• Capture and communicate client feedback, issues, and accomplishments to internal teams (Sales, Marketing, Product, Engineering).
• Document all client interactions, meeting notes, and feedback in Salesforce.

What This Job Offers

• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees