Customer Success Manager

CFRA Research is a global leader in independent investment insights and data analytics. The Client Success Manager role supports distribution partners in the financial services sector and is responsible for managing relationships to ensure seamless content distribution and collaborative growth.

Responsibilities:

• Develop a deep understanding of your clients, including their objectives, needs, and working styles
• Drive adoption of products/services
• Monitor usage data to target inactive users
• Maintain accurate users lists that reflect active users
• Seek opportunities for growth, specifically with user adds, within existing accounts
• Serve as the product expert for services within your client base
• Conduct product trainings
• Assist with inbound product and research related questions
• Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
• Partner with Marketing on campaign strategies within existing accounts

Requirements:

• 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
• Hands-on experience with CRM tools (preferably Salesforce)
• Collaborative work ethic and a goal driven individual
• Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
• A customer-centric mindset with a passion for helping clients succeed
• Ability to prioritize tasks and manage multiple client requests
• Strong problem-solving skills and a proactive approach to addressing client challenges
• Previous experience servicing Wealth Management accounts is highly preferred
• Previous experience in a Research environment is highly preferred