Customer Success Manager

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October 24

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Anduin Transactions

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Finance • Fintech • Enterprise

Anduin Transactions is a technology company specializing in revolutionizing the onboarding process in the private markets for venture capital, private equity, and hedge funds. They offer digital services like data extraction, fund subscription, and investor data management to streamline and modernize fundraising and investor engagement. Anduin's platform enables fund managers, administrators, investors, and law firms to handle subscription documents and investor profiles efficiently, enhancing communication and saving time and money while ensuring secure sharing of information. With a focus on improving investor relations and onboarding, Anduin supports fund managers in efficiently marketing and managing their funds, powering their next financial raise with ease and security.

51 - 200 employees

💸 Finance

💳 Fintech

🏢 Enterprise

📋 Description

• Serve as the main point of contact from onboarding through renewal, ensuring a seamless and high-value customer experience. • Lead business reviews and strategic check-ins with senior stakeholders to align on goals, share product insights, and showcase ROI. • Proactively monitor account health using adoption and usage metrics; develop mitigation plans for at-risk accounts. • Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices. • Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines. • Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery. • Collaborate with Sales and Product to identify reference accounts, case studies, and product champions. • Leverage client feedback to influence product roadmap and prioritize key enhancements. • Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions. • Document learnings and process improvements to support scalability and operational excellence across the CS organization. • Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction. • Partner with Marketing and Sales to identify expansion opportunities and promote client success stories. • Customers actively use Anduin’s products across core workflows, achieving measurable value and operational efficiency. • Consistently achieve renewal targets and maintain a low churn rate within your book of business. • Surface and close opportunities for cross-sell and upsell, collaborating with Sales to drive incremental revenue growth. • Maintain healthy customer health scores and deliver exceptional client satisfaction (CSAT/NPS). • Anticipate risks, communicate effectively, and rally cross-functional resources to resolve challenges quickly. • Earn the trust of senior stakeholders by demonstrating deep understanding of their business and influencing long-term roadmap alignment. • Contribute to internal knowledge-sharing, playbook development, and scalable CS practices that elevate the entire team.

🎯 Requirements

• 2–5 years of experience in Customer Success, Account Management, or Implementation within a B2B SaaS company. • Proven track record of owning renewals, driving adoption, and growing revenue across a portfolio of accounts. • Excellent communication and relationship management skills, with the ability to influence senior stakeholders. • Strong analytical, problem-solving, and organizational abilities. • Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment. • Experience collaborating cross-functionally with Sales, Product, and Engineering teams. • Preferred: Experience in Private Markets, Financial Technology, or Legal Technology. • Exposure to white-glove, enterprise-level client models. • Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce). • Startup or high-growth SaaS experience.

🏖️ Benefits

• Flexible work arrangements • Professional development