Senior Customer Success Manager

Emploi pas sur LinkedIn

🕒 il y a 15 jours

🏄 California, Nevada, +1 états de plus – Distant

🏄 California – Remote 🎰 Nevada – Remote 🗽 New York – Remote

💵 $104 000 - $130 000 / an

⏰ Temps Plein

🟠 Senior

🏆 Customer Success

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Ridgeline

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 2017

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Ridgeline est une entreprise qui propose une plateforme cloud conçue pour les sociétés de gestion d'investissement. Elle fournit des solutions pour l'engagement client, la gestion de portefeuille, le trading, la conformité, la comptabilité et le reporting, le tout intégré dans une plateforme unique dotée d'une intelligence artificielle. Ridgeline vise à améliorer l'efficacité opérationnelle, la transformation numérique et la croissance de ses clients en consolidant plusieurs systèmes en un seul. La plateforme est reconnue pour son design intuitif, évolutif et sécurisé qui soutient diverses opérations financières et favorise une meilleure gestion des relations avec les investisseurs. Ridgeline se positionne comme un outil transformateur pour les entreprises cherchant à progresser dans un paysage industriel compétitif.

Description

• Build trusted relationships with investment and wealth management clients to support product adoption, satisfaction, and long-term partnership • Guide customers through pre-implementation readiness and onboarding coordination to ensure successful deployment and rapid realization of value • Develop and execute account plans that align product capabilities with customer business objectives • Drive product adoption and user enablement through training sessions, workshops, and strategic guidance • Identify and drive opportunities for revenue expansion through upsell/cross-sell opportunities and increased platform utilization • Manage renewal cycles and retention strategies while maintaining strong customer sentiment and engagement • Partner closely with Sales, Product, Support, and other Customer Experience teams to resolve customer issues and remove adoption barriers • Advocate for customer needs by translating feedback and product enhancement requests into actionable insights for internal teams • Coordinate customer reference programs, case studies, and community participation to support Ridgeline’s broader go-to-market efforts • Facilitate executive and end-user relationships across customer organizations to deepen strategic partnerships • Leverage data and AI-enabled tools to monitor customer health, analyze adoption trends, and proactively address risks and opportunities • Contribute to scalable processes and continuous improvement initiatives that enhance the Growth Segment’s ability to support a high-volume customer base • Collaborate with teammates to share knowledge, improve workflows, and strengthen a transparent, supportive team culture • Take ownership of customer outcomes while demonstrating resilience and a growth mindset in a dynamic startup environment • Exemplify Ridgeline’s Core Values and Security First Mindset • Domestic travel possible up to 25% depending on location

🎯 Exigences

• 2-4+ years of experience in Customer Success, SaaS account management, consulting/professional services, or similar customer-facing roles • Working knowledge of, and strong interest in, the financial markets and institutional/HNW investment lifecycle with demonstrated experience performing, implementing, and/or servicing front, middle, and/or back office workflows (e.g. CRM, portfolio management, trading, recon, data management, reporting, billing, etc.) • Practical understanding of common institutional investment products and security types (equities, funds, fixed income, structured products, derivatives, private assets, FX, etc.) • Experience managing customer relationships and driving product adoption in a B2B SaaS environment • Strong communication skills with the ability to engage both end users and executive stakeholders • Demonstrated ability to manage multiple priorities and customer interactions in a fast-paced, hypergrowth-stage start-up environment • Analytical mindset with the ability to interpret usage data and translate insights into customer outcomes • Comfort leveraging modern tools and technologies—including AI platforms and agentic workflows—to enhance productivity and customer engagement • Strong organizational skills and attention to detail when managing multiple accounts and initiatives • Ability to collaborate cross-functionally with GTM, product, and CX teams • Willingness to learn about cutting-edge technologies while cultivating expertise in a business domain or problem space • An aptitude for problem solving • Ability to communicate effectively • Serious interest in having fun at work.

🏖️ Avantages

• Unlimited vacation • Educational and wellness reimbursements • $0 cost employee insurance plans • Company Stock Plan subject to applicable Stock Option Agreement