Customer Success Lead

Location: Manhattan | In-office

Salary: $120,000 - $130,000 basic plus bonus & equity

The opportunity

Our client is a high-growth, profitable technology firm providing SaaS tools to the global financial and strategic advisory sectors.

They are seeking a Customer Success Lead to join their New York office. This is a pivotal, hands-on IC role focused on the strategic implementation and long-term adoption of complex software across large-scale, global organisations. In this role, you will act as a bridge between technical product capabilities and the real-world needs of senior investment and advisory professionals.

Why this role?

• Strategic partnership: Manage relationships with senior stakeholders at Tier 1 global firms, acting as a trusted adviser on digital transformation.
• Scale and impact: Lead the rollout of technology to thousands of users across international offices, ensuring the platform becomes a core part of their daily operations.
• Influence the roadmap: Act as the internal voice of the customer, working directly with product teams to ensure user feedback drives future developments.
• Career trajectory: Join a lean, high-calibre team with a clear path towards senior management as the function expands.

What you’ll be doing

• Implementation management: Oversee the end-to-end deployment of the platform, from initial onboarding to full-scale organisational adoption.
• Relationship building: Maintain and grow deep partnerships with key accounts, ensuring high levels of satisfaction and retention.
• Workflow optimisation: Design and deliver training initiatives that help users integrate new tools into their existing processes.
• Operational insight: Use data and analytics to monitor platform health, identify trends, and proactively address potential friction points.
• Cross-functional collaboration: Partner with sales and engineering teams to align customer needs with the company's long-term commercial goals.

What success looks like

Within the first year, you will have successfully embedded the platform into the core workflows of several major global accounts. You will be seen as an expert by your clients, and your insights will have directly resulted in measurable improvements to the product. By helping users automate the most repetitive aspects of their work, you will have fundamentally changed how they approach complex processes.

About you

Our client hires individuals who can demonstrate a genuine understanding of the pressures and workflows within the professional services and private equity sectors.

• Background: You likely have 2 years of experience in management consulting or private equity or have worked in CS for companies selling technology to those sectors.
• Technical curiosity: You have a strong interest in emerging technology and a clear view on how automation is reshaping professional industries.
• Analytical skills: You are comfortable working with data to drive decision-making and possess the ability to navigate technical environments.
• Communication: You are a confident presenter and a highly responsive communicator, capable of holding your own in conversations with senior executives.
• Work ethic: You thrive in fast-paced, autonomous environments where quality and operational excellence are the standard.