Customer Success Manager

Job not on LinkedIn

🔥 5 minutes ago

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🏆 Customer Success

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OnCorps AI

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🤖 Artificial Intelligence

Finance • Fintech • Artificial Intelligence

OnCorps AI is dedicated to enhancing financial services operations through advanced artificial intelligence solutions. The company employs ready-to-deploy, pre-trained algorithms that handle predictable and laborious tasks, significantly reducing manual labor, errors, and risk in financial processes. With a mission to leverage cross-disciplinary expertise from top universities and consultancies, OnCorps AI has demonstrated its capabilities by lowering labor costs by over 90% and improving forecasting results for clients managing over $9 trillion in assets. Recognized with the 2019 NOVA Award and the Fintech Breakthrough Award for its innovative banking infrastructure software, OnCorps AI rapidly deploys complex solutions in under 100 days without the need for external consulting fees, ensuring that clients receive high-end support from the design team throughout the implementation process.

📋 Description

• Serve as the primary owner of enterprise account relationships, focusing on strategic alignment, account growth, and upsell opportunities • Build and maintain long-term account strategies and provide cross-product support to clients • Partner with Product, Marketing, Delivery, and Engineering to advocate for client needs, refine value propositions, and align the product roadmap with client success • Collaborate with Solutions Engineers to oversee client onboarding, implementation scoping, and post-go-live delivery • Develop and execute strategic account plans to ensure client retention, maximize expansion, and demonstrate client value • Build and adhere to customer success metrics and maintain client health records, milestones, and expansion pipelines in HubSpot and Gong • Deliver data-driven insights on client health, product adoption, and account growth to senior leadership • Monitor market trends, regulatory changes, and client needs in investment management and the middle-to-back office space

🎯 Requirements

• 8+ years of experience in Customer Success, Relationship Management, or Account Strategy in investment operations technology or financial services • Strong domain expertise in investment management middle- and/or back-office solutions or related areas such as fund accounting, financial/regulatory reporting, and investment operations reconciliations • Proven track record managing high-value institutional accounts, achieving retention targets, and driving account growth and expansion • Ability to engage and influence senior executives and C-suite stakeholders with credibility • Strategic mindset capable of translating client operational challenges into technical solutions and growth opportunities • Understanding of relevant financial market regulations • Experience in or eagerness to leverage AI tools to automate and scale operations • Excellent communication, presentation, and negotiation skills • Executive presence and strong interpersonal skills

🏖️ Benefits

• Equal opportunity employer committed to diversity and inclusion • Reasonable accommodations for persons with disabilities