Client Success Manager – Partnerships

Job not on LinkedIn

🔥 12 minutes ago

🇺🇸 United States – Remote

💵 $55k - $70k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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CFRA Research

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1994

💼 Consulting

⚖️ Legal

💸 Finance

💰 Private Equity Round on 2023-01

Consulting • Legal • Finance

CFRA Research is a global leader in delivering independent and unbiased investment research and financial intelligence solutions to clients worldwide. The company specializes in providing a comprehensive range of research services, including fundamental equity research, forensic accounting research, and public policy and legal research. Catering to a diverse clientele, CFRA serves wealth management firms, institutional investors, financial advisors, and self-directed individual investors by equipping them with the necessary data and analytics to navigate market cycles and make informed investment decisions. Notably, CFRA's award-winning technology and content delivery methods enable clients to integrate its insights seamlessly into their operations, ensuring flexible and cost-effective solutions across various platforms, such as web-based or API integrations. Their expertise spans consumer, energy, financials, healthcare, and technology sectors, among others, helping clients enhance portfolio performance and mitigate risks through high-quality research and data analytics.

📋 Description

• Directly manage a handful of smaller distribution-partner relationships, including end-to-end communication and scheduling. • Develop a deep understanding of each partner’s goals, packages, pricing, and use of the company’s services. • Serve as the product expert for the partner base, driving adoption of products and services with partners. • Partner with the Partnerships lead to build and maintain centralized account information, including licensed products, renewal dates, and current spend. • Monitor usage data to support partner-led adoption and ensure usage aligns with contracted terms. • Maintain accurate records of partner accounts, contacts, and interactions. • Assist with inbound product, research, and issue-related questions from partners.

🎯 Requirements

• 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role. • Previous experience in financial services, financial data, or a research environment is highly preferred. • Hands-on experience with CRM tools, preferably Salesforce. • Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, filtering and sorting large datasets), with comfort organizing, analyzing, and reconciling data. • Collaborative work ethic and a goal-driven approach. • Excellent written and verbal communication skills, with strong attention to detail. • Strong relationship management skills, with the ability to build and maintain long-term business relationships. • Ownership and accountability, with the ability to work independently and follow through on commitments. • A customer-centric mindset with a passion for helping clients succeed. • Ability to prioritize tasks and manage multiple client requests. • Strong problem-solving skills and a proactive approach to addressing client challenges.

🏖️ Benefits

• 20 days of Vacation • 8 Sick Days • 1 paid volunteer day • 10-11 Holidays a year • Health, Dental, & Vision Insurance • Company paid Life & Disability Insurance • Competitive Pay • Annual Performance Bonus