Customer Success Manager

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Comply

WebsiteLinkedInAll Job Openings

201 - 500 employees

📋 Compliance

💳 Fintech

☁️ SaaS

Compliance • Fintech • SaaS

Comply is a regulatory compliance technology company (formerly ComplySci and RIA in a Box) that offers an integrated compliance platform and services for financial services firms. The platform provides solutions for employee compliance (trade monitoring, code of ethics, conflicts of interest), firm compliance (compliance calendar, risk assessments, annual review, policy builder), communications & archiving, political contribution and outside business activity monitoring, case management, reporting & analytics, and ComplyAI agentic capabilities (MCP Server) enabling teams to build custom AI agents. Comply serves private funds, wealth management & RIAs, broker-dealers, investment banks, endowments and other financial institutions, and provides services including registration, regulatory filings, managed services, consulting, and education.

📋 Description

• Build programs, content, and experiences that drive customer adoption and value • Support and iterate on the digital customer experience • Help roll out processes that automate the customer journey • Educate customers and deliver value proactively using data and technology • Provide support, actionable advice, and useful content aligned with client strategic goals • Guide the customer lifecycle with emphasis on product adoption and value realization • Analyze data relating to impact and implementation to initiate proactive solutions • Monitor and report on metrics, milestones, client NPS, and customer health trends • Establish knowledge of Comply products and services and their relationship to client goals • Inform leadership and account-team partners about lifecycle risks and opportunities • Project-manage solutions-focused resolutions when risks surface • Prioritize outreach to mitigate churn and support expansion and growth • Advocate for customers by providing product and process feedback to internal teams • Partner with Customer Education to produce professional client resources • Conduct presentations for client groups, including webinars, office hours, and optimization calls • Participate in departmental team projects and initiatives • Assess client support strategies and develop innovative approaches to improve implementation, usage, and value realization

🎯 Requirements

• 2+ years of experience in a customer-facing role for a software company, such as account management, support, or project management • Experience with CX or analytics platforms • Proficiency with Slack and Microsoft Product Suite, including Outlook, PowerPoint, and Excel • Comfort using and learning spreadsheets, CRM, email marketing, support, automation, productivity, and presentation software • Proven ability to manage multiple projects simultaneously with strict attention to detail • Ability to analyze information, make connections, and demonstrate deep-level thinking • Ability to prioritize, multitask, and perform effectively under pressure • Exceptional written, verbal, communication, and presentation skills • Experience working with cross-functional teams including Marketing, Finance, Product, Sales, and Support • Experience with building, analyzing, and interpreting customer data to influence stakeholder decision-making • Experience in or understanding of the financial services industry • Demonstrated ability to grasp complex topics and communicate them succinctly at varying levels of complexity • Applicants must be authorized to work for any employer in the United States • Comply is currently unable to sponsor or take over sponsorship of an employment visa

🏖️ Benefits

• Applicable bonus/benefit offerings • Wide-range of perks offered to employees at Comply (specific perks are referenced at comply.com/careers but not itemized in the posting)