Customer Success Manager

COMPLY

. Embrace the Comply’s value proposition and how it relates to the strategic goals of our clients; provide support, actionable advice, and useful content to drive impact .

Posted 4/20/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $60,000 - $75,000 per yearWebsite

About the role

Key responsibilities & impact

Embrace the Comply’s value proposition and how it relates to the strategic goals of our clients; provide support, actionable advice, and useful content to drive impact
Dynamic guidance of the customer lifecycle, with a heavy emphasis on product adoption, to deepen value realization
Analyze and interpret data as it relates to impact and implementation to initiate proactive solutions
Closely monitor and report on key metrics, milestones, and client NPS; analyze trends to monitor client health throughout the client journey
Establish deep knowledge of Comply products and services and how each relates to specific client goals
Proactively inform leadership and account team partners of lifecycle risks & opportunities; when risk surfaces, project manage solutions-focused resolutions
Prioritize outreach efforts to mitigate churn and position for expansion/growth
Partner as a customer advocate by providing product and process feedback to management and/or internal teams as necessary
Partner with Customer Education to produce high-quality, professional resources to support clients goals and value realization
Conduct engaging presentations for client groups, including webinars, office hours, optimization calls, etc.
Participate in team projects that support goals and initiatives of the department
Be an innovative and collaborative thought leader, continuously assessing team support for all clients and determining new strategies or services that will better drive Comply, implementation, usage and value realization.

Requirements

What you’ll need

2+ years of experience in a customer-facing role (account management, support, or project management experience) for a software company
Experience in CX or analytics platforms
Proficient with tools such as Slack, Microsoft Product Suite (Outlook, PowerPoint, Excel)
Comfortability using and learning new software — spreadsheets, CRM, email marketing, support, automation, productivity, and presentation software are all part of your toolbelt
Proven ability to manage multiple projects simultaneously while maintaining strict attention to detail
Ability to analyze information, make connections, and demonstrate deep-level thinking
Ability to prioritize, multi-task, and perform effectively under pressure
Exceptional communication and presentation skills (both written and verbal)
Experience working with cross-functional teams (Marketing, Finance, Product, Sales, Support) to provide Voice of the Customer
Experience with building, analyzing, and interpreting customer data to influence stakeholder decision-making
Experience in/understanding of financial services industry
Demonstrated ability to grasp complex topics and succinctly communicate these topics at levels of varying complexity based on audience.

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account COMPLY Website LinkedIn All Job Openings 201 - 500 employees 📋 Compliance 💸 Finance ☁️ SaaS Compliance
Finance
SaaS COMPLY is a comprehensive compliance solutions provider specializing in helping financial services firms navigate state or SEC compliance regulations. Offering software coupled with consulting, education, and support, COMPLY serves a broad range of clients including broker-dealers, hedge funds, insurance companies, investment advisers, and private equity firms. Their solutions include compliance program management, employee compliance monitoring, risk assessments, regulatory filings, and educational services to elevate compliance programs. With a strong focus on regulatory expertise, COMPLY empowers firms to maintain compliance and manage risks effectively. Customer Success Manager 🔥 1 hour ago 🇺🇸 United States – Remote 💵 $60k - $75k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 🏆 Customer Success Apply Now Find Hiring Managers Customize resume for this job Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Embrace the Comply’s value proposition and how it relates to the strategic goals of our clients; provide support, actionable advice, and useful content to drive impact
Dynamic guidance of the customer lifecycle, with a heavy emphasis on product adoption, to deepen value realization
Analyze and interpret data as it relates to impact and implementation to initiate proactive solutions
Closely monitor and report on key metrics, milestones, and client NPS; analyze trends to monitor client health throughout the client journey
Establish deep knowledge of Comply products and services and how each relates to specific client goals
Proactively inform leadership and account team partners of lifecycle risks & opportunities; when risk surfaces, project manage solutions-focused resolutions
Prioritize outreach efforts to mitigate churn and position for expansion/growth
Partner as a customer advocate by providing product and process feedback to management and/or internal teams as necessary
Partner with Customer Education to produce high-quality, professional resources to support clients goals and value realization
Conduct engaging presentations for client groups, including webinars, office hours, optimization calls, etc.
Participate in team projects that support goals and initiatives of the department
Be an innovative and collaborative thought leader, continuously assessing team support for all clients and determining new strategies or services that will better drive Comply, implementation, usage and value realization. 🎯 Requirements
2+ years of experience in a customer-facing role (account management, support, or project management experience) for a software company
Experience in CX or analytics platforms
Proficient with tools such as Slack, Microsoft Product Suite (Outlook, PowerPoint, Excel)
Comfortability using and learning new software — spreadsheets, CRM, email marketing, support, automation, productivity, and presentation software are all part of your toolbelt
Proven ability to manage multiple projects simultaneously while maintaining strict attention to detail
Ability to analyze information, make connections, and demonstrate deep-level thinking
Ability to prioritize, multi-task, and perform effectively under pressure
Exceptional communication and presentation skills (both written and verbal)
Experience working with cross-functional teams (Marketing, Finance, Product, Sales, Support) to provide Voice of the Customer
Experience with building, analyzing, and interpreting customer data to influence stakeholder decision-making
Experience in/understanding of financial services industry
Demonstrated ability to grasp complex topics and succinctly communicate these topics at levels of varying complexity based on audience. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Clinical Specialist, CRM 🔥 1 hour ago Medtronic 10,000+ employees ⚕️ Healthcare Insurance Website LinkedIn All Job Openings Clinical Specialist providing technical, educational, operational and sales support for cardiac rhythm management at Medtronic. Assisting in sales and customer service objectives while working remotely in New York. 🇺🇸 United States – Remote 💵 $72k - $90k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Customer Success Manager, K-12 EdTech 🔥 1 hour ago Securly 51 - 200 📚 Education 🔐 Security 🤖 Artificial Intelligence Website LinkedIn All Job Openings Customer Success Manager responsible for driving adoption and retention in mid-market K–12 school districts. Collaborating with educators and IT leaders at Securly's remote workplace. 🇺🇸 United States – Remote 💵 $80k / year 💰 $16M Series B on 2018-12 ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Customer Success Operations Manager 🔥 1 hour ago Abnormal Security 501 - 1000 Website LinkedIn All Job Openings Customer Success Operations Manager at Abnormal AI focusing on improving systems and processes for customer lifecycle. Collaborating with teams to automate workflows and enhance productivity. 🇺🇸 United States – Remote 💵 $107.1k - $140k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success 🦅 H1B Visa Sponsor Partner Success Specialist 🔥 1 hour ago Fetch 📦 201 - 500 🏠 Real Estate 🤝 B2B 👥 B2C Website LinkedIn All Job Openings Partner Success Agent assisting 1099 Service Partners for Valet Trash Operations at Fetch. Focused on onboarding, account management, and providing exceptional support to enhance partner experience. 🇺🇸 United States – Remote 💵 $19 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior 🏆 Customer Success Client Success Specialist 🔥 3 hours ago KickUp 11 - 50 📚 Education ☁️ SaaS ⚡ Productivity Website LinkedIn All Job Openings Client Success Specialist handling inbound support for KickUp customers. Collaborating with various teams to enhance customer experience and drive product adoption. 🇺🇸 United States – Remote 💵 $55k - $75k / year ⏰ Full Time 🟢 Junior 🏆 Customer Success 🚫👨‍🎓 No degree required View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

customer experience (CX)analytics platformsdata analysisproject managementcustomer data interpretationpresentation skillsmulti-project managementattention to detailsoftware proficiency

Soft Skills

communication skillscollaborationproblem-solvingprioritizationmulti-taskinginnovative thinkingleadershipcustomer advocacystrategic thinking