CFA Institute

Customer Success Manager

• Serve as the support contact for enterprise accounts, building strong, consultative relationships.
• Develop and execute account strategies to drive adoption, satisfaction, and retention.
• Assist in onboarding and configuring new and existing client environments to ensure smooth adoption and early value.
• Conduct business reviews and share data-driven insights to highlight value.
• Proactively monitor account health, engage stakeholders, and mitigate risks.
• Champion awareness and adoption of new product features across teams.
• Act as the voice of the customer internally, influencing product direction and roadmap.
• Serve as a trusted advisor, guiding customers on best practices to maximize value from Macabacus.