Client Success Manager

Maybern • New York, NY

90d

About The Position

As a Client Success Manager on Maybern’s Client Success team, you’ll play a pivotal role in owning and elevating the post-sale client experience. From implementation through renewal, retention, and advocacy, you’ll guide clients through onboarding, support long-term strategic growth, and ensure clients realize the full value of Maybern. This role blends financial acumen, client engagement, product fluency, and a deep understanding of operational change management.

Requirements

• A solid foundation in private funds; fund finance background a plus but not required.
• 3–6 years of experience in client success, product operations, or strategic account management, ideally within a B2B SaaS or fintech environment.
• Proven track record managing executive-level relationships and complex customer lifecycles.
• 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.

Responsibilities

• Own client outcomes from post-implementation through renewal, retention, and advocacy; prioritize and manage a strategic book of business.
• Lead strategic engagements, including regular client reviews, executive check-ins, and semi-annual in-person QBRs.
• 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.
• Understand and anticipate client needs, including unique fund structures or operational events, and how they map to Maybern’s platform.
• Synthesize product feedback and manage product requests with clear communication and expectation setting.
• Partner with Sales, Legal and other internal stakeholders for expansion and upsell strategies and execution.
• 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.

Benefits

• Comprehensive healthcare benefits
• Maybern covers 100% of medical premiums, with low-cost dental and vision plans
• Health savings accounts, and more
• Family-Friendly policies
• Paid parental leave
• Flexible schedule
• Flexible PTO / sick leave
• WFH as needed to fit your needs
• 401k

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees