# Associate Customer Success Manager

**Company:** [April](https://hotfix.jobs/companies/april)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $80k – $100k/yr
**Experience:** 2+ years
**Skills:** Customer Success, Account Management, client services, Relationship Management, Project Management, Financial Services, Fintech, SaaS, wealth management, tax operations, Problem Solving
**Posted:** 2026-08-03

> 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.

## Job Description

## 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.

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**Apply:** https://hotfix.jobs/jobs/d38db71e-0228-49bc-ba11-06e8816f6243
**Canonical:** https://hotfix.jobs/jobs/d38db71e-0228-49bc-ba11-06e8816f6243