Customer Success Manager, Enterprise
Triple Whale
Client Success Manager – Eastern
Passthrough
full-time
Posted on:
Location Type: Remote
Location: Remote • Virginia • 🇺🇸 United States
Visit company websiteSalary
💰 $80,000 per year
Job Level
Mid-LevelSenior
About the role
- Ensuring that our client engagements are successful for our customers, their investors, lawyers, and fund administrators
- Owning the client relationship from the sales hand-off to go-live to closing
- Seeking customer feedback about how we can improve our product
- Ensuring error-free client onboarding
Requirements
- Proven experience as the primary owner of client relationships, including managing renewals, driving product adoption, and delivering overall client success outcomes.
- Demonstrated ability to develop and execute account strategies, including success planning, leading QBRs/EBRs, and proactively identifying growth opportunities or risks.
- Track record of accountability for client retention and satisfaction metrics, beyond reactive support or ticket resolution.
- Familiarity with fund formation processes, including structuring and regulatory compliance.
- Experience working within the private markets ecosystem (fund managers, LPs, law firms, fund administrators, or related service providers).
- Basic understanding of KYC and investor onboarding processes within private markets, including the handling of subscription documents and investor data.
- Proactive and curious mindset, with a strong desire to help clients and colleagues succeed.
- Strong communication skills with the ability to engage senior executives (C-suite, partners, etc.) and navigate ambiguity in a fast-paced, evolving startup environment.
- Exceptional attention to detail when managing VIP or enterprise-level accounts.
Benefits
- Competitive salary - $80,000 per year
- Passthrough stock options
- Health, dental, and vision insurance
- Annual health & wellness stipend
- 401k contribution program with matching
- Life insurance
- PTO & unlimited sick leave
- Parental leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client relationship managementaccount strategiessuccess planningQBRsEBRsclient retention metricsclient satisfaction metricsKYC processesinvestor onboarding processessubscription document handling
Soft skills
proactive mindsetcuriositystrong communication skillsengagement with senior executivesattention to detail
