Customer Success Manager

NGDATA • New York, NY

34d • Remote

About The Position

NGDATA is a leader in intelligent engagement, empowering enterprise organizations to build deeper, data-driven relationships with their customers through its Intelligent Engagement Platform. By unifying and activating customer data in real time, NGDATA helps brands in financial services deliver personalized experiences at scale.

We are looking for a passionate and commercially minded Customer Success Manager (CSM) to join our growing team. In this role, you will serve as the primary post-sale point of contact for a portfolio of clients, guiding them through onboarding, adoption, and long-term value realization with NGDATA's Intelligent Engagement Platform. You will act as a trusted advisor, strategic partner, and internal advocate — ensuring customers achieve their business objectives while driving retention and growth.

Requirements

• 2–3 years of experience in Customer Success, Account Management, or a related client-facing role within a B2B SaaS or data/analytics environment
• Proven track record managing multiple accounts and driving measurable customer outcomes
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot)
• Strong commercial acumen with experience influencing renewals and expansion opportunities
• Excellent communication and presentation skills, with the ability to engage both technical and executive audiences
• Analytical mindset — comfortable interpreting data and translating insights into actionable recommendations
• Highly organized and able to manage multiple accounts and priorities simultaneously
• Fluency in English (verbal and written) is a must-have
• Min. Bachelor’s degree in a related field, or equivalent by experience

Nice To Haves

• Experience in financial services or marketing verticals, working with cross-functional teams is a plus
• Familiarity with customer data platforms (CDPs), marketing technology, or data analytics solutions is an asset
• Understanding of data management concepts (segmentation, personalization, real-time decisioning) is a plus

Responsibilities

• Own the end-to-end customer relationship for a portfolio of SaaS accounts, from onboarding through renewal and expansion
• Develop deep knowledge of each customer's business goals, data strategy, and KPIs to deliver proactive, outcome-focused guidance
• Lead regular business reviews (QBRs/EBRs) with key stakeholders to report on platform performance, ROI, and strategic roadmap alignment
• Drive product adoption and best practices by collaborating with customers to build and execute success plans
• Identify risks to retention early and develop mitigation strategies in collaboration with Sales, Support, and Product teams
• Identify and qualify upsell and cross-sell opportunities to grow revenue within the existing customer base
• Serve as the voice of the customer internally, channeling feedback to Product, Engineering, and Marketing to influence the platform roadmap
• Maintain accurate customer health scores, account records, and activity logs in CRM systems (e.g., Salesforce, HubSpot)
• Collaborate with the implementation and professional services teams to ensure smooth onboarding and time-to-value for new customers

Benefits

• Competitive base salary + performance-based bonus
• Comprehensive health, dental, and vision benefits
• Remote-friendly work environment
• Opportunities for professional development and career growth within a fast-scaling company
• A collaborative, inclusive team culture with a passion for innovation and customer impact

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level