Customer Success Manager

OnCorps AI

Customer Success Manager expanding institutional accounts for OnCorps’s AI-powered fund-operations platform. Driving retention, adoption, and growth across asset managers and financial institutions.

Posted 8/5/2026full-timeRemote • New York • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing enterprise account relationships within investment management, focusing on strategic account growth, client retention, and leveraging AI tools for operational efficiency. Capable of delivering data-driven insights and collaborating across teams to align product offerings with client needs.

Highest-signal resume keywords

Customer Success ManagementAccount Strategy DevelopmentInvestment Management ExpertiseClient Relationship ManagementData-Driven Insights Delivery

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account GrowthClient RetentionInvestment Operations ReconciliationsFund AccountingFinancial ReportingRegulatory ComplianceAI Tools UtilizationStrategic Account PlanningClient OnboardingImplementation Scoping

Soft Skills

Excellent CommunicationPresentation SkillsNegotiation SkillsInterpersonal SkillsExecutive Presence

Tools & Technologies

HubSpotGong

Industry Keywords

Investment ManagementMiddle Office SolutionsBack Office SolutionsFinancial ServicesMarket Regulations

About the role

Key responsibilities & impact

Serve as the primary owner of enterprise account relationships, focusing on strategic alignment, account growth, and upsell opportunities
Build and maintain long-term account strategies and provide cross-product support to clients
Partner with Product, Marketing, Delivery, and Engineering to advocate for client needs, refine value propositions, and align the product roadmap with client success
Collaborate with Solutions Engineers to oversee client onboarding, implementation scoping, and post-go-live delivery
Develop and execute strategic account plans to ensure client retention, maximize expansion, and demonstrate client value
Build and adhere to customer success metrics and maintain client health records, milestones, and expansion pipelines in HubSpot and Gong
Deliver data-driven insights on client health, product adoption, and account growth to senior leadership
Monitor market trends, regulatory changes, and client needs in investment management and the middle-to-back office space

Requirements

What you’ll need

8+ years of experience in Customer Success, Relationship Management, or Account Strategy in investment operations technology or financial services
Strong domain expertise in investment management middle- and/or back-office solutions or related areas such as fund accounting, financial/regulatory reporting, and investment operations reconciliations
Proven track record managing high-value institutional accounts, achieving retention targets, and driving account growth and expansion
Ability to engage and influence senior executives and C-suite stakeholders with credibility
Strategic mindset capable of translating client operational challenges into technical solutions and growth opportunities
Understanding of relevant financial market regulations
Experience in or eagerness to leverage AI tools to automate and scale operations
Excellent communication, presentation, and negotiation skills
Executive presence and strong interpersonal skills

Benefits

Comp & perks

Equal opportunity employer committed to diversity and inclusion
Reasonable accommodations for persons with disabilities