Senior Director, Product Management – GTM
Alkymi
CloudGo
Customer Success Manager
CMG (Capital Markets Gateway)
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- CMG is a capital markets-focused fintech transforming global ECM through data, technology, and connectivity. The CMG platform is the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows. Founded in 2017 by a team of ECM practitioners, CMG has completed fundraising rounds and is backed by prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy-side firms representing $40 trillion in AUM and 22 global investment banks. For more information, please visit www.cmgx.io.
- The Role: CMG is seeking a self-motivated Customer Success Manager (CSM) to join our dynamic and fast-growing Customer Success team. We are looking for a proactive, strategic, and relationship-oriented professional with a passion for cultivating client relationships and driving client engagement.
- The CSM will play a key role in expanding CMG’s footprint within existing accounts, onboarding new users, identifying whitespace opportunities, and developing deep relationships with capital markets professionals. This role blends responsive support with proactive outreach—resolving client inquiries while also anticipating needs, uncovering use cases, and delivering tailored solutions that enhance customer satisfaction and drive platform adoption.
- The successful CSM candidate will become an expert on the CMG platform to handle a vast range of client use cases and constantly drive the value proposition of the service by providing guidance and solutions to enhance their experience.
- The Customer Success group acts as the “voice of the customer” to advance the functionality of the CMG platform and is expected to be an excellent collaborator partnering with Sales, Product Management, and Engineering functions.
- CMG is transforming one of the most exciting sectors on Wall Street, delivering innovation to the equity capital markets. We believe growth and customer success go hand in hand—and our team sits at the intersection of product, commercial strategy, and client impact.
Requirements
- 2+ years of experience in a client-facing role (such as Customer Success, Sales, Account Management, or similar) with a strong track record of building relationships and delivering value to customers
- Prior experience working in Fintech or within financial institutions is desired
- Ability to influence both technical and business audiences to improve the product by identifying and documenting enhancements
- Exceptional communication skills (both written and verbal) and the ability to interact with a wide range of audiences
- Curiosity and desire to learn quickly to develop domain knowledge; Keen analytical and problem-solving skills
- Ability to multi-task balancing simultaneous customer issues
- Comfortable working in a collaborative, fast paced team environment
- Flexibility for rotational coverage of non-peak hours is a plus
- B.S. in Finance, Economics or similar business study
