Client Success Manager jobs in United States
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ISS | Institutional Shareholder Services · 2 days ago

Client Success Manager

positionBoston, MA, US
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$65K/yr - $85K/yr
date2+ years exp

ISS is a leading provider of research and technology solutions for the financial market, and they are seeking a Client Success Manager to drive long-term customer success and strategic alignment with clients. This role involves managing high-value accounts, serving as a primary escalation point for client challenges, and identifying cross-sell opportunities.

FinanceFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Own a portfolio of top-tier accounts with complex needs and high strategic value
Serve as primary escalation point for client challenges, ensuring functional collaboration with Product and sales
Build and maintain direct relationships with stakeholders, positioning yourself as a trusted strategic partner
Identify and drive cross-sell opportunities in partnership with Sales specialists and Account Directors
Serve as a product expert – onboard clients, train new user teams, build ad hoc reporting and provide industry insight in line with business goals

Qualification

Client success managementAccount managementSalesforcePresentation skillsCommunicationStorytellingSelf-starter

Required

2-5 years' experience in client success, account management preferably in finance
Excellent communicator with strong presentation skills with a flexible style depending on audience
Energetic self-starter with the ability to influence others through data and strong story telling
Experience with Salesforce or other CRMS
Bachelor's degree or equivalent professional work experience

Benefits

Medical, Dental, and Vision coverage
401(k) with a company match up to 9%, including a Safe Harbor contribution
Flexible Spending Account (FSA) and commuter benefit programs
Generous paid time off
Volunteer Day
Paid parental leave
Hybrid working options

Company

ISS | Institutional Shareholder Services

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Founded in 1985, Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight.
dateFounded in 1985
location
Rockville, Maryland, USA
people-size1001-5000 employees
web-link
http://www.issgovernance.com/

H1B Sponsorship

ISS | Institutional Shareholder Services has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (8)
2022 (15)
2021 (16)
2020 (10)

Funding

Current Stage
Late Stage
Total Funding
unknown
2020-11-17Acquired

Leadership Team

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Georgina Marshall
Managing Director
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