Meridian · 6 hours ago
Customer Success Manager
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $150K/yr
5+ years expMeridian is the leading CRM and data intelligence platform for private market investors, trusted by top-tier firms across private equity and hedge funds. They are seeking an experienced Customer Success Manager to drive retention, expansion, and long-term value realization for their clients by ensuring product adoption and customer health.
Artificial Intelligence (AI)Software
Responsibilities
Own customer health and retention. Monitor usage patterns, engagement metrics, and customer sentiment to proactively address risks and drive adoption across investment teams
Drive strategic account management. Lead QBRs, executive business reviews, and regular check-ins focused on demonstrating ROI and identifying expansion opportunities
Partner cross-functionally. Work closely with product, engineering, and sales to advocate for customer needs, inform product roadmap priorities, and ensure seamless customer experiences
Manage renewals and expansion. Own the renewal process and collaborate with sales on upsell and cross-sell opportunities based on deep account knowledge
Build executive relationships. Develop trusted advisor relationships with key stakeholders at each account, understanding their strategic priorities and business challenges
Help create customer success playbooks. Build scalable processes, frameworks, and best practices as we grow our current customer base
Translate customer insights into action. Collect, synthesize, and communicate customer feedback to shape product strategy and business decisions
Qualification
Required
5+ years of Customer Success, Account Management, or Client Services experience at a B2B SaaS company, preferably in enterprise or mid-market segments
Proven track record of retention and expansion - you've owned book of business responsibility with clear metrics around NRR, GRR, and customer health
Strong CS fundamentals - experienced with customer health scoring, QBR frameworks, success planning, and proactive risk management
Executive presence and communication skills - comfortable presenting to C-level stakeholders and leading strategic business conversations
Data-driven and analytical - you use metrics to understand customer health, identify patterns, and make decisions
Process-oriented and organized - able to manage multiple complex accounts while building scalable systems and documentation
Director potential - you're ready to take on people management and strategic leadership responsibilities within 6 months
Startup mindset - comfortable with ambiguity, building processes from scratch, and wearing multiple hats in a fast-paced environment
Preferred
Familiarity with private equity, credit, or financial services - understanding of investment workflows is helpful but not required. We'll teach you the industry
Benefits
Clear growth trajectory.
Shape the CS function.
Work with sophisticated customers.
High-impact role.
Company
Meridian
Meridian is an AI-based operating system for institutional private markets.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$7MKey Investors
645 Ventures
2025-06-20Seed· $7M
Leadership Team
Alexander Sen
Founder & CEO
Alex Zagorodniuk
Chief Technology Officer
Recent News
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