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AprilAprilNew York, NY

Associate Customer Success Manager

Supports strategic wealth management and enterprise clients through account management, client meetings, project coordination, and cross-functional execution. The role requires 2–5 years of customer-facing experience, strong organization and communication skills, and the ability to grow into independently managing enterprise accounts.

80k – 100k/yr
Hybrid2+ YOECustomer Success

About the role

Key Responsibilities

  • Partner closely with Customer Success Manager(s) to support strategic wealth management and enterprise clients.
  • Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities.
  • Build trusted relationships with client stakeholders while learning to navigate complex organizations.
  • Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience.
  • Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives.
  • Identify opportunities to expand partner engagement and deliver additional value.
  • Gradually assume ownership of client calls and account management responsibilities.

Requirements

  • 2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role.
  • Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred but not required.
  • Strong communication skills with the ability to build credibility and trust with internal and external stakeholders.
  • Comfort managing multiple priorities in a fast-paced, high-growth environment.
  • Strong organization, project management, and follow-through skills.
  • Curiosity, coachability, and eagerness to grow into managing strategic enterprise accounts.
  • Analytical mindset with strong problem-solving abilities.
  • Exposure to tax, financial services, or wealth management is a plus but not required.

Skills

Customer SuccessAccount Managementclient servicesRelationship ManagementProject ManagementFinancial ServicesFintechSaaSwealth managementtax operationsProblem Solving
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