Associate Client Success Manager – Financial Services

Consumer Edge

Associate Client Success Manager supporting relationships with leading financial institutions at Consumer Edge. Focused on client onboarding and engagement with CE's data and SaaS products.

Posted 6/9/2026full-timeRemote • New York • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues.
Educate customers to ensure adoption and optimal usage of CE’s offerings.
Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines.
Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems.
Prepare materials for client meetings, including account summaries, usage reports, and presentation content.
Monitor engagement and basic account health indicators, and flag notable changes to senior team members.
Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers.
Contribute to client-facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly.
Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams.

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, Economics, or a related field
One to three years of experience in a client-facing environment role, ideally in financial services
A collaborative and team-oriented working style, with a strong focus on client engagement, adoption, and long-term relationship growth.
Expertise with Excel, PowerPoint, and Salesforce; Hubspot is a plus.
Strong verbal and written communication skills and comfort working with professional, detail-oriented stakeholders.
Analytical mindset with the ability to interpret data, spot patterns, and support clear recommendations.
Strong organization and time management skills with the ability to manage multiple tasks and accounts concurrently.
Eagerness to learn CE’s products, data, and client use cases in depth.

Benefits

Comp & perks

401(k) match
Paid parental leave
Flexible and generous time off
Work from home flexibility
Vibrant work environment conducive to professional growth and innovation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisaccount managementclient engagementrelationship managementworkflow improvementreport preparationusage trackingpattern recognitiondocumentation

Soft Skills

collaborationteam-orientedcommunicationorganizationtime managementanalytical mindsetclient focusdetail-orientedeagerness to learn