Experienced Associate Customer Success Manager – Financial Services Compliance

At careerzynith, we're passionate about empowering our customers to achieve their goals through our comprehensive regulatory compliance software and solutions. As a leading global provider of compliance solutions for the financial services sector, we're committed to delivering exceptional customer experiences that drive retention, loyalty, and growth. We're now seeking an experienced Associate Customer Success Manager to join our team and help us achieve this mission.

About careerzynith

careerzynith is the leading global provider of comprehensive regulatory compliance software and solutions for the financial services sector. Our Onecareerzynith platform provides an all-in-one approach to address firm and employee compliance requirements through a configurable and scalable software-as-a-service (SaaS) platform coupled with expert consulting services. We serve thousands of financial services clients, including Broker Dealers, Investment Banks, Private Funds, RIAs, and Wealth Managers, who rely on careerzynith to power their compliance programs.

The Role

As an Associate Customer Success Manager at careerzynith, you'll be passionate about developing customer relationships that promote retention and loyalty. Your role will be to work closely with customers to ensure they're satisfied with the services and to be an internal advocate for your book of business. You'll own driving value and outcomes for our customers in collaboration with our internal teams, including Customer Success, Sales, Onboarding, and Support.

Responsibilities

As an Associate Customer Success Manager, you'll be responsible for:

Customer Relationship Management

+ Serve as the central point of contact for day-to-day inquiries + Build active and meaningful relationships with customers by understanding their goals and advocating for their needs + Identify and validate desired outcomes, flag potential roadblocks, and assist in creating client success plans + Influence customer lifetime value through increased product adoption, satisfaction, and overall health + Deliver regular business reviews to ensure customers are achieving – and recognizing – their intended outcomes + Support revenue retention and growth through customer advocacy and reference-ability

Account Monitoring and Health Tracking

+ Monitor customer health across usage, relationship quality, and adoption metrics to mitigate churn risk and identify growth opportunities + Use tools like Gainsight and Salesforce to manage customer health scores and maintain CRM data integrity + Generate reports and insights related to account status, customer success plans, and usage metrics

Escalation and Resolution Efficiency

+ Act as a liaison between the customer and internal support, product, or technical teams + Ensure timely follow-up on product issues, support tickets, and feature requests + Document and escalate high-priority concerns to appropriate stakeholders for resolution

Internal Collaboration

+ Collaborate cross-functionally with product, sales, onboarding, and support teams to relay customer feedback and drive improvements + Update and contribute to team documentation, knowledge bases, and process improvements

Renewal and Expansion Support

+ Assist and partner with the renewals team throughout the contract lifecycle + Help identify upsell and cross-sell opportunities based on customer behavior, business needs, and product usage data

Qualifications

To be successful in this role, you'll need:

• 2+ years' experience in a Customer Success or Account Management role
• Financial services or compliance experience a plus
• Ability to manage influence through persuasion, negotiation, and consensus building
• Strong empathy for customers AND passion for revenue and growth
• Demonstrated ability to manage and see projects through with customers
• Analytical, organized, process-oriented, and proactive mindset
• Demonstrated desire for continuous learning and improvement
• Enthusiastic and creative leader with the ability to inspire others
• Excellent communication, presentation, and problem-solving skills

What We Offer

At careerzynith, we're committed to providing a supportive and inclusive work environment that fosters growth and development.

We offer

• Comprehensive medical, dental, and vision insurance at little to no cost starting on day one
• 401k with a company match
• Supplemental benefits at a discounted rate, including home, auto, and pet insurance
• Unlimited PTO
• Professional Development reimbursements
• Remote opportunities available for most positions
• Time to get together in person for company happy hours, team offsites, and more

How to Apply

If you're passionate about delivering exceptional customer experiences and driving growth, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your experience and qualifications. We can't wait to hear from you!

Important Note

careerzynith is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity, or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment. Apply for this job