Customer Success Manager

• Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients.
• Communicating the SPS solution and articulating how the portal transforms deal sourcing for private equity and other M&A participants.
• Understanding your clients’ requirements and industry challenges and being their trusted advisor and post-sales success leader.
• Creating account specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts.
• Ensuring full adoption of the SPS portal across your clients’ organizations and maximizing value for them to secure year on year retention.
• Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success.
• Developing a thorough understanding of the SPS solution and M&A/Private Equity.

Customer Success Manager

Head of Customer Success – Onboarding, B2SMB

Digital Client Success Associate

Customer Success Manager

Client Success Operations Associate