Senior Customer Success Manager

Summary

Join Verity as a Senior Customer Success Manager and manage key relationships with investment management clients. You will be responsible for maximizing client value from our RMS and ESG software solutions, acting as the primary contact for important accounts. This role requires strong communication, teamwork, and a customer-centric approach. You will lead client implementations, gather feedback, collaborate with internal teams, and handle renewal negotiations. The ideal candidate has 5-8 years of experience in customer success or account management within the financial services industry. Verity offers competitive compensation and benefits, including remote work and flexible time off.

Requirements

• Minimum of 5-8 years of experience of customer success and/or account management, or a similar role in the financial services industry, preferably working with investment management clients
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships – including with client stakeholders
• Results-oriented with a demonstrated ability to meet or exceed targets
• Ability to work independently and collaboratively in a fast-paced environment
• Proficiency in CRM software and Microsoft Office Suite
• Bachelor’s degree or relevant work experience

Responsibilities

• Build strong and trusted relationships with our investment management clients by maintaining a deep understanding of their workflow and acting as a consulting partner to users, champions and executive sponsors
• Lead client implementations and onboarding, working in partnership with our Solutions Engineering team to achieve mutually beneficial outcomes
• Act as the primary day-to-day contact for clients, ranging from newly launched hedge funds to top global asset managers and partner with other members of the team to ensure proper coverage for marquee clients
• Serve as the internal Voice of the Customer, addressing feedback and requests post-implementation to ensure a positive user experience for our clients
• Collaborate with additional internal teams, including Sales, Product Development, and Marketing, to provide a fantastic client experience and go-to-market strategy along with CS leaders on process improvements and service initiatives to help grow the business
• Provide clients with expertise and best practices to optimize their use of our software
• Handle renewal negotiations to help us achieve and exceed customer retention and growth targets
• Monitor customer activity trends to identify churn risk and work proactively to eliminate that risk, while simultaneously identifying and closing upsell and cross-sell opportunities

Benefits

• Competitive compensation
• Medical, dental, and vision coverage plan options (with core plan premiums covered at 100% for you and 90% families!)
• Remote-first working environment
• Flexible and generous time off policy to balance your work and life
• Paid parental leave policies for every type of parent to ensure bonding time with your new addition
• 401 (k) retirement plan options to help you invest in your future
• Company paid life insurance and long-term disability coverage
• VerityGives charitable donation matching program to support the causes important to our employees