Account Manager 3, Customer Success
Customer Success Manager driving product adoption, value realization, and renewals for enterprise identity solutions. Requires 2+ years post-sales experience and strong stakeholder management.
AI Customer Success Manager
Owns full customer journey for AI research platform users in finance, from onboarding to expansion, while influencing product roadmap with customer insights. Requires 2-5 years in CS/account management at startups or finance, strong product sense, and AI tool familiarity.
140k – 190kNew York, NYCustomer SuccessOnsite2+ YOE
About the role
Responsibilities
- Onboarding & Trial Conversion: Quickly educate teams on Raylu, understand their workflows deeply, and tailor the product to solve their specific research problems.
- Metrics & High-Touch Customer Engagement: Set up dashboards and be obsessed with customer activity. Reach out when engagement drops or when customers need guidance to use the platform effectively. Anticipate customer needs and deliver product updates, new features, and solutions before problems arise.
- Product Expertise & Roadmap Influence: Master Raylu best practices. Synthesize customer feedback into clear product requirements that shape our roadmap.
- Expansion & Growth: Drive renewals and account growth by quantifying value delivered and identifying expansion opportunities across customer accounts.
- Customer Success Foundation: Help build the CS function from scratch - creating repeatable processes, playbooks, dashboards, and operational frameworks that scale as we grow. Work directly with Partnerships, Sales, and GTM.
Requirements
- 2-5 years in customer success/account management at a hyper-growth B2B startup or finance in PE or VC, consulting.
- Customer-centric with strong product sense: deeply understand how investors think and operate, grasp their workflows quickly, and translate needs into clear requirements.
- Scrappy, resourceful, and action-oriented: structure ambiguous problems, pick things up quickly, juggle multiple initiatives, and deliver results in a fast-paced environment.
- Live at the intersection of technical and non-technical: comfortable learning AI/LLM tools, becoming a product expert in prompt engineering, and translating between customer needs and engineering teams.
- Excellent communication and relationship-building skills with the ability to work professionally with executives, managers, and analysts alike.
- Revenue-minded: comfortable discussing expansion and contracts while always prioritizing customer value.
Nice to Have
- Prior experience building Customer Success processes or programs from 0→1.
- Obsessed with startup/funding/financial news, deep familiarity with private market investing workflows and sourcing strategies.
Compensation & Benefits
- Salary: $140K - $190K
- Equity: $50K-100K equivalent in new hire equity (4 year vest)
- Generous health, dental, and vision insurance
- 401k with 3% automatic contribution (no vesting)
- Paid Lunches
- Wellness and Citi Bike benefit
Skills
AILLMsPrompt EngineeringDashboardsCustomer Success PlaybooksProduct RoadmapAccount ManagementB2B SaaSFinancial WorkflowsExecutive Communication
Similar roles
Customer Success jobsAccount Manager 3, Customer Success
Customer Success Manager driving product adoption, value realization, and renewals for enterprise identity solutions. Requires 2+ years in post-sales roles with strong stakeholder management and technical fluency.
Capture Engineer
Leverages government contracting expertise (1-5 years) to drive customer success, champion product adoption, and inform product roadmaps for AI platform serving defense primes. Bridges legacy workflows with modern tech in risk-averse industry.
Deployment Strategist
Leads post-sale deployments and customer success for defense and space companies, owning onboarding, adoption, expansions, renewals, and health metrics. Requires 1-3 years consulting/strategy experience, high agency, and entrepreneurial mindset in a San Francisco office.