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Concertiv · 13 hours ago

Customer Success Manager

NYC Metro Area

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $140K/yr

5+ years exp

Concertiv is a New York-based procurement-as-a-service firm that partners with mid-sized asset managers and professional services companies. As a Client Success Manager, you will own the satisfaction, retention, and growth of your book of business, managing onboarding and facilitating day-to-day work around client vendor renewals while collaborating cross-functionally to ensure clients realize maximum value from their partnership with Concertiv.

AnalyticsConsultingFinancial ServicesInformation ServicesInsuranceProcurement

Responsibilities

Serve as the primary point of contact for assigned accounts, driving adoption, satisfaction, and renewal

Develop and execute strategic account plans focused on retention and expansion across Concertiv’s offerings

Lead onboarding and implementation for new clients, ensuring a seamless experience

Collaborate internally to support clients from bespoke client delivery, structuring new offerings, to translating client “wins” into tangible case studies

Facilitate Executive Business Reviews (EBRs) and strategic touchpoints

Deliver performance reporting and insights using Power BI, Excel, and PowerPoint

Act as the voice of the client internally, providing feedback to improve solutions

Maintain accurate client data and engagement tracking in Salesforce

Qualification

Client relationship managementAccount planningSalesforcePower BIMicrosoft OfficeAnalytical skillsCommunication skillsProject managementDetail-oriented mindset