Customer Success Manager (Capital Markets/SaaS) jobs in United States
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Iopa Solutions · 1 week ago

Customer Success Manager (Capital Markets/SaaS)

Iopa Solutions is a company focused on B2B SaaS innovation for private equity and capital markets, and they are seeking a Customer Success Manager to help clients thrive. The role involves guiding clients from onboarding to long-term success, crafting strategic customer success plans, and collaborating across teams to achieve client goals.

FinTechProfessional ServicesRecruitingStaffing Agency
Hiring Manager
Jas Singh
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Responsibilities

Be the trusted partner for sophisticated clients, guiding them from onboarding to long-term success
Craft and execute strategic customer success plans that deliver real value
Collaborate across teams to ensure client goals become reality
Spot opportunities to grow relationships and drive account success

Qualification

Customer Success ManagementB2B SaaSPrivate Equity KnowledgeCapital Markets KnowledgeResilienceExceptional CommunicationStrategic ThinkingCollaboration

Required

3+ years of experience in Customer Success, ideally in B2B SaaS
Skilled in navigating private equity or capital markets environments
Strategic, thoughtful, and able to translate complex challenges into clear solutions
Exceptional communicator, comfortable engaging across all levels
Thrives in a fast-paced, high-impact environment, bringing resilience and collaboration

Company

Iopa Solutions

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iopa Solutions is a fintech staffing and recruiting company. It offers a vast range of services that help to bridge the gap.

Funding

Current Stage
Early Stage
Company data provided by crunchbase