Customer Success Manager

Wall Street Prep • New York, NY

11d • $85,000 - $95,000 • Hybrid

About The Position

The Customer Success Manager is a member of Wall Street Prep’s Customer Success team and manages and grows relationships with corporate clients. Serving as the primary contact throughout the customer lifecycle, from onboarding through renewal and expansion, the CSM helps drive revenue growth and ensure clients realize maximum value from Wall Street Prep’s training solutions.

The role supports account retention, client satisfaction, and business expansion across financial institutions and Fortune 1000 companies. The CSM works with Wall Street Prep leaders and client decision-makers to drive successful adoption, retention, and growth across a portfolio of accounts. The position is based in New York, New York, and is hybrid, with 2–3 days per week in the office. It reports to the Global Head of Account Management.

Requirements

• Bachelor’s degree from an accredited college or university.
• 2–3 years of experience in customer success, account management, client services, or relationship management.
• Demonstrated success managing client relationships and driving account retention and growth.
• Ability to develop account plans, manage renewal cycles, and execute client success strategies.
• Strong communication, presentation, negotiation, and stakeholder management skills.
• Ability to influence decision-makers at all levels of an organization, including senior executives.
• Excellent organizational skills and attention to detail.
• Ability to manage and prioritize multiple accounts in a fast-paced environment.
• Strong analytical skills and experience tracking and forecasting account performance metrics.
• Experience using Salesforce.com or similar CRM platforms.
• Highly independent, proactive, and entrepreneurial mindset.
• Demonstrated track record of account retention, renewal management, and upselling existing accounts.

Nice To Haves

• Experience in financial services, including investment banking, asset management, private equity, or corporate finance.

Responsibilities

• Serve as the primary point of contact and build long-term relationships with corporate customers, including financial institutions and Fortune 1000 companies.
• Own the client renewal cycle and develop strategies to retain and grow existing business.
• Identify opportunities to increase Wall Street Prep’s footprint and business within existing accounts.
• Develop and maintain account plans and monitor account health across a portfolio of corporate clients.
• Lead quarterly business reviews and strategic account planning meetings with clients.
• Ensure timely and successful delivery of Wall Street Prep’s online and live training solutions according to customer needs and expectations.
• Forecast and track key account metrics monthly and quarterly.
• Represent the voice of the customer internally and advocate for client needs across the organization.
• Collaborate with Business Development to onboard new clients and support expansion opportunities.
• Build relationships with senior HR leaders, business line executives, and key stakeholders within client organizations.
• Identify and navigate organizational structures to uncover new revenue opportunities.
• Partner with the Chief Revenue Officer and Managing Director to develop and execute account growth strategies.
• Work cross-functionally with internal teams, instructors, and stakeholders to deliver a strong client experience.
• Liaise between customers and internal teams to ensure alignment and successful program execution.

Benefits

• Unlimited PTO.
• Full benefits package including medical, dental, vision, and more.
• 401(k).
• Parental leave.
• Stipend to set up a home office.
• Opportunities to learn and take on new responsibilities in a fast-paced, growth-oriented company.

What This Job Offers

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