Wall Street Prep · 1 day ago
Customer Success Manager
New York City
Full-time
Hybrid
Entry Level
$70K/yr - $90K/yr
2+ years expWall Street Prep (WSP) is the leading provider of financial services training solutions to top investment banks and Fortune 500 companies. They are seeking a detail-oriented Customer Success Manager to manage and grow a large portfolio of corporate clients, focusing on renewals and upsell opportunities while ensuring clients achieve ongoing value from WSP's training solutions.
EducationFinanceFinancial ServicesTraining
Responsibilities
Serve as the primary relationship manager for approximately 150 corporate client accounts, ensuring long-term success and satisfaction
Own the renewal cycle, driving retention and identifying upsell and expansion opportunities within existing accounts
Lead client onboarding and ensure smooth implementation and adoption of WSP training solutions
Conduct regular check-ins and periodic business reviews to assess client needs, measure outcomes, and identify growth opportunities
Partner with Business Development to transition new clients post-sale and maximize early engagement
Act as a liaison between clients, internal teams, and instructors to ensure seamless service delivery
Monitor account health, usage, and key performance metrics to proactively address risks and opportunities
Maintain accurate account records, forecasts, and activity tracking in Salesforce or a similar CRM
Collaborate with senior leadership, including the Chief Revenue Officer and Managing Director, to support growth within the corporate client vertical
Qualification
Required
~2 years of experience in sales, account management, customer success, or a related client-facing role
Strong interest in growing into an account management / customer success career path
Highly organized with excellent attention to detail and the ability to manage a high volume of accounts effectively
Proven ability to manage renewals, identify upsell opportunities, and support revenue growth
Strong communication and interpersonal skills, with confidence engaging professional and senior-level stakeholders
Entrepreneurial, proactive, and comfortable working independently in a fast-paced environment
Based in the New York City area
Preferred
Experience using Salesforce or similar CRM tools preferred
Background or interest in financial services is a plus (investment banking, asset management, private equity, corporate finance)
Benefits
Full benefits package, including medical, dental, and vision.
Unlimited PTO to support work-life balance.
Remote work flexibility with an office located in Manhattan.
401(k) plan.
Parental leave.
Home office setup stipend.
Company
Wall Street Prep
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-02-11Acquired
2021-09-08Private Equity
Leadership Team
Matan Feldman
Founder and Chief Executive Officer
Scott McCarthy
Chief Product Officer
Recent News
2025-10-10
The Riverside Company
2025-10-09
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