Associate Client Success Manager – Financial Services

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🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $80k - $110k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Consumer Edge

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2009

🛍️ eCommerce

💸 Finance

eCommerce • Finance • Market Research

Consumer Edge is your key to data-driven decision making via deep insights into global consumer spending behavior. The company specializes in providing consumer purchase data and analysis, allowing businesses to understand shopping behaviors, spending patterns, and market dynamics. With access to extensive datasets covering over 40,000 merchants and 1,800 brands globally, Consumer Edge empowers investors and corporate brands with timely and actionable insights to enhance performance and strategy.

📋 Description

• Support day-to-day relationships with a defined set of client accounts, partnering with Account Management and other CE colleagues. • Educate customers to ensure adoption and optimal usage of CE’s offerings. • Track key deliverables, follow up on open items, and ensure client and internal stakeholders are aligned on next steps and timelines. • Maintain accurate records of contacts, meetings, usage notes, and renewal dates in CRM and internal systems. • Prepare materials for client meetings, including account summaries, usage reports, and presentation content. • Monitor engagement and basic account health indicators, and flag notable changes to senior team members. • Help respond to client requests by coordinating with Insights, Product, Data, and Support to get timely and accurate answers. • Contribute to client-facing resources such as guides, FAQs, and onboarding checklists that help users adopt CE more quickly. • Identify ways to streamline workflows and improve internal processes, tools, and documentation within the Client Success and Account Management teams.

🎯 Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field • One to three years of experience in a client-facing environment role, ideally in financial services • A collaborative and team-oriented working style, with a strong focus on client engagement, adoption, and long-term relationship growth. • Expertise with Excel, PowerPoint, and Salesforce; Hubspot is a plus. • Strong verbal and written communication skills and comfort working with professional, detail-oriented stakeholders. • Analytical mindset with the ability to interpret data, spot patterns, and support clear recommendations. • Strong organization and time management skills with the ability to manage multiple tasks and accounts concurrently. • Eagerness to learn CE’s products, data, and client use cases in depth.

🏖️ Benefits

• 401(k) match • Paid parental leave • Flexible and generous time off • Work from home flexibility • Vibrant work environment conducive to professional growth and innovation