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Sydecar

Senior Customer Success Manager

Sydecar

Senior Customer Success Manager managing complex customer relationships for Sydecar's private markets platform. Leading quarterly reviews and owning client renewals while building effective processes.

Posted 6/15/2026full-timeNew York City • New York • 🇺🇸 United StatesSenior💰 $145,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact
  • You'll be responsible for our most complex customer relationships: API clients, enterprise accounts, and managers whose deal volume and activity require genuine attention rather than a monthly check-in.
  • Running quarterly business reviews, owning renewals from start to finish, managing escalations, and making sure your accounts have a voice internally.
  • You'll start each week knowing which accounts need attention — open drafts, upcoming renewals, accounts that have gone quiet, API issues in progress.
  • You'll run customer calls at every level, from routine check-ins to QBRs, and debrief internally afterward so product and operations stay informed.
  • Over time, you'll build the templates and processes that make this function repeatable: QBR decks, renewal playbooks, escalation workflows.

Requirements

What you’ll need
  • 5 to 8 years of experience in customer success, account management, or a client-facing role at a fintech, SaaS, or financial services company
  • You've owned renewals end to end and can have a direct pricing conversation
  • You know how to make the case for expansion when the timing is right
  • You're comfortable presenting to a GP or CTO, and equally comfortable digging into why a data field is returning incorrectly in an API response
  • You operate from a system, not from working harder than everyone else, so your accounts don't fall through the cracks
  • When you see a recurring problem, you build a process around it rather than solving it from scratch each time
  • Bonus: experience with API products, venture capital, or SPV administration. What matters most is that you've managed high-stakes customer relationships and have the judgment to know when to escalate, when to hold firm, and when to just pick up the phone

Benefits

Comp & perks
  • Offers Equity
  • $60K – $70K Commission

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
customer successaccount managementrenewals managementAPI knowledgedata analysisprocess developmentpresentation skillsescalation managementpricing strategyQBR preparation
Soft Skills
interpersonal skillscommunication skillsproblem-solvingorganizational skillsjudgmentattention to detailrelationship managementstrategic thinkingadaptabilitycollaboration