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MaybernMaybernNew York, NY

Senior Client Success Manager

Own post-sale client relationships for a fintech SaaS platform serving private fund managers. Drive adoption, renewals, expansions, and value realization through strategic account management and executive engagement.

165k – 195k/yr
Hybrid7+ YOECustomer Success

About the role

Responsibilities

  • Own client outcomes from go-live through value realization, renewal, and expansion; prioritize and manage a high-value strategic book of business
  • Lead strategic engagements, including regular client reviews, executive check-ins, and QBRs
  • Drive product adoption and coach clients on reporting and performance workflows, guiding them through Maybern's tools and sharing use case insights from peer firms
  • Ensure business value realization by guiding clients through change management and aligning on measurable success metrics
  • Understand and anticipate client needs, including unique fund structures or operational events, and how they map to Maybern's platform
  • Synthesize product feedback and manage product requests with clear communication and expectation setting
  • Partner with Sales, Legal, and other internal stakeholders on expansion and upsell strategies and execution
  • Enable client advocacy, coordinating reference calls, case study participation, and user research engagements
  • Maintain internal visibility, driving client health scoring, reporting, and leadership reviews that inform proactive client strategies
  • Mentor and support junior CSMs, contributing to team knowledge-sharing and playbook development

Requirements

  • 7+ years of experience in client success, product operations, or strategic account management, ideally within a B2B SaaS or fintech environment
  • Proven track record managing executive-level relationships and complex customer lifecycles
  • Strong strategic thinking paired with a bias for action
  • Exceptional communication and interpersonal skills, with the ability to coach clients and influence internal stakeholders
  • Comfortable navigating product conversations; able to understand functionality, suggest use cases, and provide minimally detailed walkthroughs
  • Experience working cross-functionally with Sales, Legal, and Product teams to deliver coordinated client outcomes
  • A solid foundation in private funds; fund finance background a plus but not required

Nice-to-Haves

  • Background in finance
  • Experience in B2B SaaS or fintech environment

Benefits

  • Competitive salary + equity package
  • Maybern covers 100% of medical, dental, and vision premiums
  • HSA & FSA plans
  • Paid parental leave
  • Flexible schedule
  • Flexible PTO / sick leave
  • WFH as needed
  • 401k

Skills

Client SuccessAccount ManagementB2B SaaSFintechExecutive Relationship ManagementProduct AdoptionChange ManagementCross-Functional CollaborationQBRsStrategic Account Management

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