# Senior Client Success Manager

**Company:** [Maybern](https://hotfix.jobs/companies/maybern)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $165k – $195k/yr
**Experience:** 7+ years
**Skills:** Client Success, Account Management, B2B SaaS, Fintech, Executive Relationship Management, Product Adoption, Change Management, Cross-Functional Collaboration, QBRs, Strategic Account Management
**Posted:** 2026-05-29

> 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.

## Job Description

## 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

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