Client Success Manager jobs in United States
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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

Client-facing experienceManaging enterprise accountsExecutive communicationMS ExcelCRM platformsLeadership capabilitiesPassion for innovationStrategic thinking

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

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73 Strings provides financial advisory services using artificial intelligence and technology solutions.

Funding

Current Stage
Growth Stage
Total Funding
$65.14M
Key Investors
Goldman Sachs Alternatives
2025-02-18Series B· $55M
2023-07-12Series A· $10.14M

Leadership Team

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Abhishek Pandey
Co-founder & Deputy CEO
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Yann Magnan
CEO and Co-Founder
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Company data provided by crunchbase