Anduin Transactions · 4 days ago
Customer Success Manager
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expAnduin Transactions is a company focused on revolutionizing the private capital market by building better workflows and technology integrations. As a Customer Success Manager, you will own the post-sale customer journey, ensuring clients realize value from Anduin’s platform while driving adoption, retention, and growth across your portfolio of clients.
Developer PlatformE-SignatureFinancial ServicesFinTechInformation TechnologyLegal TechSaaSSoftwareVenture Capital
Responsibilities
Serve as the main point of contact from onboarding through renewal, ensuring a seamless and high-value customer experience
Lead business reviews and strategic check-ins with senior stakeholders to align on goals, share product insights, and showcase ROI
Proactively monitor account health using adoption and usage metrics; develop mitigation plans for at-risk accounts
Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices
Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines
Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery
Collaborate with Sales and Product to identify reference accounts, case studies, and product champions
Leverage client feedback to influence product roadmap and prioritize key enhancements
Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions
Document learnings and process improvements to support scalability and operational excellence across the CS organization
Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction
Partner with Marketing and Sales to identify expansion opportunities and promote client success stories
High Adoption & Utilization: Customers actively use Anduin’s products across core workflows, achieving measurable value and operational efficiency
Strong Retention & Renewals: Consistently achieve renewal targets and maintain a low churn rate within your book of business
Expansion Opportunities Identified: Surface and close opportunities for cross-sell and upsell, collaborating with Sales to drive incremental revenue growth
Customer Health & Satisfaction: Maintain healthy customer health scores and deliver exceptional client satisfaction (CSAT/NPS)
Proactive Issue Resolution: Anticipate risks, communicate effectively, and rally cross-functional resources to resolve challenges quickly
Strategic Partnership: Earn the trust of senior stakeholders by demonstrating deep understanding of their business and influencing long-term roadmap alignment
Collaboration & Process Improvement: Contribute to internal knowledge-sharing, playbook development, and scalable CS practices that elevate the entire team
Qualification
Required
2–5 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms
Proven track record of owning renewals, driving adoption, and growing revenue across a portfolio of accounts
Excellent communication and relationship management skills, with the ability to influence senior stakeholders
Strong analytical, problem-solving, and organizational abilities
Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment
Experience collaborating cross-functionally with Sales, Product, and Engineering teams
Preferred
Experience in Private Markets, Financial Technology, or Legal Technology
Exposure to white-glove, enterprise-level client models
Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce)
Prior experience at a startup or high-growth technology company
Company
Anduin Transactions
Anduin is empowering lasting investor relationships in the private markets.
51-200 employees
H1B Sponsorship
Anduin Transactions 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 (1)
2023 (1)
Funding
Current Stage
Growth StageTotal Funding
$15.6MKey Investors
8VCAlumni Ventures
2023-07-18Series B· $15.6M
2023-03-30Series A
2021-03-23Series Unknown
Leadership Team
Binh Nguyen
Chief Technology Officer
Alin Bui
Chief Operating Officer
Recent News
2025-08-27
2025-08-22
2025-07-10
Company data provided by crunchbase