Customer Success Manager - New York

Employment Type

: Full-Time


: Miscellaneous

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The Role:

We are seeking a bright, articulate, and versatile team member to provide critical support to clients and prospective clients. In the role, you ll work closely with our clients to make sure their needs are being met, while also developing platform documentation and proactively sharing best practices with our growing client base.

The ideal candidate brings a client-centric approach and attitude to both the smallest and greatest tasks at hand. This is a highly visible, client-facing position with the opportunity to contribute significantly and grow within the role.


  • Develop and implement guidelines to enhance existing relationships, increase overall adoption at early stages of implementation, and maintain client satisfaction
  • Ensure users are aware of new features when released and trained properly to benefit from them
  • Expand the Caissa platform s knowledge base and documentation
  • Schedule and handle calls, product demonstrations, and training sessions
  • Conduct and participate in webinars on technical topics
  • Guide new client implementations
  • Nurture relationships with prospective clients by crafting solutions to their identified challenges

Qualifications of an Ideal Candidate:

  • At least 3 years of experience in investment analytics preferably at another FinTech organization or an endowment, foundation, or pension fund
  • CFA or CAIA, or are currently pursuing one of these credentials
  • Ability to build relationships and establish trust
  • Excellent integrity and moral compass
  • Aptitude for grasping technical concepts like risk and attribution models
  • Comfortable working alone or in a team, collaborating with all Caissa departments
  • Very strong communication skills
  • Excellent writing skills
  • Excellent organization and multi-tasking skills


  • Free MetroCards / public transit pass
  • Free breakfast, lunch, and dinner
  • Excellent medical, dental, and vision insurance
  • 401K with employer contribution

If you d like to join our team, please submit your resume.

by Jobble

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