73 Strings · 9 hours ago
Client Success Manager
73 Strings is an innovative platform providing comprehensive data extraction and monitoring solutions for the private capital industry. The Client Success Manager will own executive-level relationships with private market firms, driving adoption and maximizing client value while acting as a trusted advisor.
AdviceArtificial Intelligence (AI)Financial ServicesInformation Technology
Responsibilities
Serve as the primary executive relationship owner for strategic accounts, ensuring alignment with client business objectives
Lead strategic adoption initiatives, driving measurable ROI and long-term engagement
Conduct Executive Business Reviews (EBRs) and deliver actionable insights to senior stakeholders
Drive client usage and engagement through tailored training sessions, deep product knowledge, and best practice guidance. Ensure clients understand new features and their use cases to maximize platform value
Develop and execute client success strategies, including health monitoring, risk mitigation, and growth planning
Identify upsell and cross-sell opportunities and collaborate closely with the sales team to ensure seamless handoff and execution
Provide strategic feedback to product teams, shaping roadmap priorities based on client needs and market trends
Mentor junior team members and contribute to building scalable success frameworks
Represent 73 Strings at industry events and client workshops as a thought leader
Qualification
Required
Graduate or post-graduate qualification with 5+ years of client-facing experience in financial services, private equity, investment banking, fintech, or SaaS
Proven track record of managing enterprise-level accounts and driving adoption of complex technology solutions
Exceptional executive communication and presentation skills, with experience influencing C-suite stakeholders
Proficiency in MS Excel
Familiarity with CRM and success platforms
Self-starter with strategic thinking, leadership capabilities, and a passion for innovation
Preferred
Familiarity with Private Equity and Private Credit valuation methodologies is nice to have, not required
Company
73 Strings
73 Strings provides financial advisory services using artificial intelligence and technology solutions.
Funding
Current Stage
Growth StageTotal Funding
$65.14MKey Investors
Goldman Sachs Alternatives
2025-02-18Series B· $55M
2023-07-12Series A· $10.14M
Recent News
globalventuring.com
2025-12-24
2025-05-29
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