Customer Success Manager - New York

Only for registered members New York, United States

3 weeks ago

Default job background
$70,000 - $100,000 (USD)

Job summary

The Customer Success Manager will be the strategic point person for Currence's Strategist onboarding, activation, and ongoing account management—with particular emphasis on enterprise contracts and institutional partnerships.

Responsibilities

  • Evaluate the existing onboarding plan for new strategist accounts (individual advisors and enterprise firm deployments), including timeline, milestones, and success metrics .
  • Provide input and execute enhancements to the existing plans, while partnering with the Chief of Staff who currently oversees Customer Success operations.
  • Conduct kickoff calls to establish communication preferences,introduce key Currence team members,and align on expectations for the first 30/60/90 days

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