Client Success Manager

🕒 December 18, 2025

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Cognitive Credit

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💸 Finance

💳 Fintech

☁️ SaaS

💰 Series A on 2021-11

Finance • Fintech • SaaS

Cognitive Credit is a company that provides specialist data and analytics for credit investors, including detailed credit models and real-time earnings data. It serves asset managers, hedge funds, and sales, trading, and research teams to improve their credit analysis and decision-making processes. Their solutions are designed to increase productivity and enable faster, more actionable investment ideas, utilizing technological innovation to address industry challenges.

📋 Description

• Own a portfolio of clients across Asset Management, Hedge Funds & Investment Banks from onboarding to renewal, with targets and KPIs for retention, engagement, and cross selling/upselling • Own and nurture decision maker relationships ranging across Head of Fixed Income, Head of Research and Senior Partner/ PM profiles • Own client communication and resolve inquiries and escalations with autonomy • Own and run business reviews (EBR’s) and other strategic meetings with clients • Manage onboarding and some application training; conduct client demonstration sessions designed to address the individual needs of the user with a consultative approach to drive engagement • Work collaboratively with senior management to strategise account retention and growth opportunities • Uncover and mitigate any risk that threatens clients’ growth, satisfaction, or renewal; develop and execute risk mitigation plans • Transform clients into evangelists to take part in fireside chats and case studies • Be the voice of your clients internally, driving product improvements and contribute to process creation and improvements • Be comfortable with engaging a broad set of stakeholders across the client lifecycle

🎯 Requirements

• Experience working in high growth client facing teams with P&L targets that require initiative and resilience • Ideally, experience in Fixed Income/Credit markets as our users are mix of Credit Analysts, Traders & Portfolio Managers • Successfully managed end-to-end post sales client life cycles (onboarding - renewal/upsell/cross-sell) • Cross team collaboration experience, working with sales, product and marketing • Experience with the development, execution, and overview of account plans for clients • Success working in a fast-paced, multi-faceted and creative environment with a rapidly growing company • Excellent verbal and written communication skills and attention to detail • Experience in successfully running and owning QBR’s/EBR’s • Experience with change management • Self starter, driven and trustworthy.

🏖️ Benefits

• 20 days leave, with the ability to buy/sell up to 5 days • Healthcare - UHC 85% company contribution - 50% for dependents • Dental - Guardian 85% company contribution - 50% for dependents • 401k - up to 6% matching