9fin

Financial Services

SeniorCustomerSuccessManager

$120–135k New York, New York, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Customer Success Manager at 9fin. Skills: Customer Success, Account Management, Client Relationships. Become a 9fin expert. Understand products and services”

What You'll Achieve.

Improve usage of platform; Deliver on specific projects; Build high performing strategy

Industry & Context.

Financial Services

What They're Looking For.

Must Have

4 years account management experience, 4 years Customer Success experience, 4 years B2B Sales experience, 4 years Business Development experience, Knowledge of financial markets, Manage book of enterprise clients, Plan and prioritize tasks, Work with accuracy, Attention to detail, Effective written communication, Effective verbal communication

Nice to Have

Existing relationships within Leveraged Finance, Network within Leveraged Finance

What You'll Do.

Understand products and services

Partner with account managers

Drive growth within accounts

Ensure growth within accounts

Become the voice of the client

Deliver on internal projects

Ensure clients' needs are met

Develop strategies for accounts

Introduce performance data insights

Leverage customer relationships

Expand network of contacts

Attend industry conferences

Attend industry events

Maintain up to date client records

How You'll Work.

Team & Collaboration

Collaborate with account managers; Collaborate with other teams

Communication Scope

Conveying messages accurately; Conveying messages concisely

Full Job Description

About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. THE OPPORTUNITY The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients’ workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base. The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication. There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top-tier customer experience. This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero. This is an opportunity to join a highly motivated and driven team within an exponentially g

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