What are the responsibilities and job description for the Enterprise Customer Success Manager position at Fidelity Investments?
Job Description
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Customer Success Manager at Fidelity Labs plays a key role in supporting the growth of Catchlight, a startup that helps financial advisors prioritize and optimize leads and prospects. Catchlight launched in May 2022 and is now available to advisors nationwide. Learn more at https://catchlight.ai.
In this role, you will partner with the Director and Head of Customer Success to deliver exceptional client experiences and drive long-term customer value. You’ll own end-to-end client relationships, beginning with onboarding, proactively engage customers to increase adoption, identify expansion opportunities, and share customer insights with product and sales teams.
Catchlight operates as an independent startup within Fidelity Labs. The team owns the full platform—from sales and marketing to product, design, and engineering—and works using design thinking, lean startup principles, and agile development.
The Expertise And Skills You Bring
We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com.
The base salary range for this position is $80,000 - $135,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications
Category:
Relationship Management
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Customer Success Manager at Fidelity Labs plays a key role in supporting the growth of Catchlight, a startup that helps financial advisors prioritize and optimize leads and prospects. Catchlight launched in May 2022 and is now available to advisors nationwide. Learn more at https://catchlight.ai.
In this role, you will partner with the Director and Head of Customer Success to deliver exceptional client experiences and drive long-term customer value. You’ll own end-to-end client relationships, beginning with onboarding, proactively engage customers to increase adoption, identify expansion opportunities, and share customer insights with product and sales teams.
Catchlight operates as an independent startup within Fidelity Labs. The team owns the full platform—from sales and marketing to product, design, and engineering—and works using design thinking, lean startup principles, and agile development.
The Expertise And Skills You Bring
- 5 years in a client-facing, post-sales role (SaaS experience preferred), including managing a book of business, renewals, and business reviews
- Proven ability to drive product adoption, demonstrate business value, and support customers across varying roles and experience levels
- Experience in financial services and/or startup environments a plus
- Strong customer engagement skills, including coaching best practices, evangelizing products, and supporting multiple stakeholder groups
- Ability to gather customer feedback and translate insights into clear recommendations for internal teams
- Comfort learning and explaining technical systems, including how platforms, APIs, and integrations work
- Proficiency with Salesforce CRM (required), HubSpot and other cloud-based tools; strong Excel skills
- Excellent written and verbal communication, active listening, and follow-through
- Self-motivated, collaborative teammate who thrives in fast-paced, high-growth environments
- Willingness to travel up to 15% as needed
We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com.
The base salary range for this position is $80,000 - $135,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications
Category:
Relationship Management
Salary : $80,000 - $135,000