What are the responsibilities and job description for the Customer Success Manager (Capital Markets/SaaS) position at Iopa Solutions?
Salary: $90,000 base double OTE
Are you passionate about helping clients thrive? Do you want to be at the forefront of B2B SaaS innovation for private equity and capital markets? This is your chance to join a team where your impact is real, measurable, and celebrated.
What You’ll Own
- Be the trusted partner for sophisticated clients, guiding them from onboarding to long-term success
- Craft and execute strategic customer success plans that deliver real value
- Collaborate across teams to ensure client goals become reality
- Spot opportunities to grow relationships and drive account success
Who You Are
- 3 years of experience in Customer Success, ideally in B2B SaaS
- Skilled in navigating private equity or capital markets environments
- Strategic, thoughtful, and able to translate complex challenges into clear solutions
- Exceptional communicator, comfortable engaging across all levels
- Thrives in a fast-paced, high-impact environment, bringing resilience and collaboration
Why This Role Inspires
This isn’t just a job — it’s a chance to shape the success of high-performing financial clients, influence how they use technology to achieve their goals, and see the tangible results of your work every day. If you want a role where strategy meets impact, this is your moment.
Salary : $90,000