CMG (Capital Markets Gateway)

Customer Success Manager

• 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.