Customer Success Manager - Remote

Overview

The Customer Success Manager (CSM) at Capital Markets Gateway LLC (CMG) is responsible for cultivating client relationships, driving engagement, and enhancing customer satisfaction within the fintech sector focused on equity capital markets.

In Short

• Engage proactively with clients to surface needs and drive product adoption.
• Respond to customer inquiries with empathy and efficiency.
• Diagnose and resolve customer issues with creative solutions.
• Develop a deep understanding of the CMG platform.
• Identify client feedback patterns to inform product direction.
• Deliver high-touch service and foster strong client relationships.
• Manage fast-paced work independently as part of a team.
• Contribute to initiatives that improve customer experience.

Requirements

• 2+ years in a client-facing role (Customer Success, Sales, Account Management).
• Experience in Fintech or financial institutions is preferred.
• Ability to influence technical and business audiences.
• Exceptional written and verbal communication skills.
• Analytical and problem-solving skills.
• Ability to multi-task and manage simultaneous issues.
• Collaborative team player in a fast-paced environment.
• B.S. in Finance, Economics, or similar field.

Benefits

• Competitive compensation.
• 401K employer matching.
• Health, Dental, and Vision benefits.
• Flexible time off.
• Innovative entrepreneurial culture.