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About the Role
The Customer Success Manager (CSM) is a key member of the Customer Success team, responsible for managing and growing relationships with corporate clients. The CSM acts as the primary point of contact throughout the customer lifecycle, driving revenue growth and ensuring clients maximize value from training solutions. This role is critical for account retention, client satisfaction, and business expansion within financial institutions and Fortune 1000 companies.
Responsibilities
- Serve as the primary point of contact and build long-term relationships with corporate customers spanning financial institutions and Fortune 1000 companies.
- Own the client renewal cycle and develop strategies to retain and grow existing business.
- Identify opportunities to increase Wall Street Prep’s footprint and business within existing accounts.
- Develop and maintain account plans and monitor overall account health across a portfolio of corporate clients.
- Lead quarterly business review sessions and strategic account planning meetings with clients.
- Ensure the timely and successful delivery of Wall Street Prep’s online and live training solutions according to customer needs and expectations.
- Forecast and track key account metrics on a monthly and quarterly basis.
- Serve as the voice of the customer internally and advocate for client needs across the organization.
- Collaborate with the Business Development team to onboard new clients and support expansion opportunities.
- Build relationships with senior HR leaders, business line executives, and key stakeholders within client organizations.
- Identify and navigate organizational structures to uncover new revenue opportunities.
- Partner closely with the Chief Revenue Officer and Managing Director to develop and execute account growth strategies.
- Work cross-functionally with internal teams, instructors, and stakeholders to deliver a best-in-class client experience.
- Serve as a liaison between customers and internal teams to ensure alignment and successful program execution.
Requirements
- Demonstrated success managing client relationships and driving account retention and growth.
- Proven ability to develop account plans, manage renewal cycles, and execute client success strategies.
- Strong communication, presentation, negotiation, and stakeholder management skills.
- Ability to effectively influence decision-makers at all levels of an organization, including senior executives.
- Excellent organizational skills and attention to detail.
- Ability to manage and prioritize multiple accounts in a fast-paced environment.
- Strong analytical skills with experience tracking and forecasting account performance metrics.
- Experience using Salesforce.com or similar CRM platforms.
- Highly independent, proactive, and entrepreneurial mindset.
Skills
- Customer Success
- Account Management
- Client Services
- Relationship Management
- Communication
- Presentation
- Negotiation
- Stakeholder Management
- Salesforce.com
- CRM Platforms
- Analytical Skills
- Forecasting
Location
- New York, New York
Work Type
- Hybrid
- Full-Time
Experience Level
- 2-3 years of experience in customer success, account management, client services, or relationship management.
Education Level
- Bachelor's degree from an accredited college or university.
Salary/Compensations
- $85,000 - $95,000 base salary + bonus potential
Benefits
- Unlimited PTO
- Full benefits package including medical, dental, vision, and more
- 401(k)
- Parental leave
- Stipend to set up a home office
About the Company
- Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world's preeminent investment banks and private equity firms. Founded in 2004, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge needed to succeed in the finance sector. We provide clients with this hands-on, competitive edge through classroom training led by experienced industry practitioners as well as through online self-study programs designed by subject matter experts. WSP's clients include global investment banks, private equity and investment management firms, Fortune 500 companies, and top undergraduate business and MBA programs.
Equal Opportunity
- Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves.