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Customer Success Manager

New York City, NY Customer Success Job ID: 1138652


The company is a market research and consulting firm partnering with digital teams across financial services, healthcare and insurance industries for 30 years. Their methodology of tracking live accounts and review the user experience across digital platforms positions them as the foremost expert in customer experience and competitive intelligence. Their best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace. Our client is seeking talented additions to their business development team to join them to continue their growth

They are looking for someone who is self-motivated, tech-savvy, and team-centered professional who will support clients using their research services


The Customer Success Associate is responsible for supporting the processes for client engagement. This role prefers prior customer success experience and an understanding of the consultative approach to the customer’s lifecycle, including providing guidance through the onboarding process. This person will consistently communicate our client’s value and can be counted on to take the lead on initiatives aimed at maximizing adoption, expansion, and overall customer satisfaction.



  • Manage and drive successful customer onboarding 
  • Develop relationships with customers 
  • Coordinate efforts with the sales team during the renewal process 
  • Facilitate sales fulfillment, contract management and client onboarding 
  • Assist in spotting potential trouble accounts prior to renewal 
  • Source new users for our research at existing client organizations 
  • Deliver orientation presentations to clients to drive engagement 
  • Maintain and leverage the Salesforce CRM system 
  • Analyze data to identify struggling organizations and users 



  • Prior experience in a Customer Success or Business Development role preferred
  • Ability to work independently and with a sales team
  • Possess a positive attitude, strong work ethic, and intellectual curiosity
  • Strong communication skills, written and verbal
  • Experience presenting to both large and intimate audiences
  • Proficiency with Microsoft Office and Salesforce (CRM)

LOCATION: NYC (Hybrid in office 2-3 days/week)

Job ID# 1138652

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