Symmetry Partners - Customer Success Manager The Customer Success Manager position plays a critical role in fostering and maintaining high-value client relationships while driving adoption ...
Symmetry Partners - Customer Success Manager The Customer Success Manager position plays a critical role in fostering and maintaining high-value client relationships while driving adoption ...
Partnership Executive (Customer Success Manager)
Hartford, CT · Remote
$96K - $163K/yr
Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth. * Experience leading change management initiatives and planning cultural transformations.
Quick apply
Apply Early
Partnership Executive (Customer Success Manager)
Hartford, CT · Remote
$96K - $163K/yr
Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth. * Experience leading change management initiatives and planning cultural transformations.
Apply Early
Symmetry Partners - Customer Success Manager
Glastonbury, CT · On-site
$115K - $125K/yr
The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client ...
Quick apply
Apply Early
Symmetry Partners - Customer Success Manager
Glastonbury, CT · On-site
$115K - $125K/yr
The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client ...
Apply Early
The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client ...
The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client ...
Symmetry Partners - Customer Success Manager
Glastonbury, CT · On-site
$115K - $125K/yr
The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client ...
Symmetry Partners - Customer Success Manager
Glastonbury, CT · On-site
$115K - $125K/yr
The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client ...
Partnership Executive (Customer Success Manager)
Hartford, CT · On-site +1
$96K - $163K/yr
Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth. * Experience leading change management initiatives and planning cultural transformations.
Partnership Executive (Customer Success Manager)
Hartford, CT · On-site +1
$96K - $163K/yr
Ability to travel frequently (50-60%) to client offices to maintain partnerships and support growth. * Experience leading change management initiatives and planning cultural transformations.
Client Success Manager (MedInsight)
Windsor, CT · Remote
$788/wk
Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Partner crossfunctionally to drive adoption, satisfaction and growth * Identify opportunities to ...
Client Success Manager (MedInsight)
Windsor, CT · Remote
$788/wk
Client Success Managers ensure client needs and expectations are aligned; contractual obligations ... Partner crossfunctionally to drive adoption, satisfaction and growth * Identify opportunities to ...
Customer Success Manager
Tolland, CT · On-site
... partnership with TextileGenesis. As we now scale our operations, we are looking for world-class ... Sustainability/Traceability Customer Success manager requires you to be/have: * Excellent written ...
Customer Success Manager
Tolland, CT · On-site
... partnership with TextileGenesis. As we now scale our operations, we are looking for world-class ... Sustainability/Traceability Customer Success manager requires you to be/have: * Excellent written ...
Partner with Retention Marketing on campaigns and events to drive engagement with your accounts ... Customer Success Management with demonstrated success in developing strategic customer ...
Partner with Retention Marketing on campaigns and events to drive engagement with your accounts ... Customer Success Management with demonstrated success in developing strategic customer ...
Customer Success Manager- CampusGuard
Hartford, CT · On-site
$75K - $85K/yr
The Customer Success Manager (CSM) is responsible for owning the client lifecycle and ensuring ... This role partners with clients as a trusted advisor, focusing on compliance achievement, security ...
Customer Success Manager- CampusGuard
Hartford, CT · On-site
$75K - $85K/yr
The Customer Success Manager (CSM) is responsible for owning the client lifecycle and ensuring ... This role partners with clients as a trusted advisor, focusing on compliance achievement, security ...
Digital Client Success Manager
Glastonbury, CT · On-site +1
$60K - $85K/yr
WHO WE ARE Finalsite is the most valued partner for K-12 schools to build trust, strengthen ... Experience with CRM or client success platforms such as Salesforce, Totango, and Zendesk.
Digital Client Success Manager
Glastonbury, CT · On-site +1
$60K - $85K/yr
WHO WE ARE Finalsite is the most valued partner for K-12 schools to build trust, strengthen ... Experience with CRM or client success platforms such as Salesforce, Totango, and Zendesk.
Customer Success Manager (East Coast Remote)
Hartford, CT · On-site
$120K - $135K/yr
You will act as a trusted advisor and strategic partner, building strong, long-term relationships ... Leverage CRM tools (e.g., Salesforce, HubSpot) and Customer Success platforms (e.g., Gainsight ...
Customer Success Manager (East Coast Remote)
Hartford, CT · On-site
$120K - $135K/yr
You will act as a trusted advisor and strategic partner, building strong, long-term relationships ... Leverage CRM tools (e.g., Salesforce, HubSpot) and Customer Success platforms (e.g., Gainsight ...
Digital Client Success Manager
Glastonbury, CT · Remote
$60K - $85K/yr
WHO WE ARE Finalsite is the most valued partner for K-12 schools to build trust, strengthen ... Experience with CRM or client success platforms such as Salesforce, Totango, and Zendesk.
Quick apply
Digital Client Success Manager
Glastonbury, CT · Remote
$60K - $85K/yr
WHO WE ARE Finalsite is the most valued partner for K-12 schools to build trust, strengthen ... Experience with CRM or client success platforms such as Salesforce, Totango, and Zendesk.
Field Marketing Manager (WMS Manager)
$73K - $75K/yr
... partnership success. Marketing Strategy & Execution * Create and execute territory specific ... Manage and schedule all travel independently, including air and auto transportation. * Travel to ...
New
Field Marketing Manager (WMS Manager)
$73K - $75K/yr
... partnership success. Marketing Strategy & Execution * Create and execute territory specific ... Manage and schedule all travel independently, including air and auto transportation. * Travel to ...
New
Partnership Activation & Services Specialist The Partnership Activation & Services Specialist is ... of managing multiple projects simultaneously in a fast-paced sports environment. Success in this ...
New
Partnership Activation & Services Specialist The Partnership Activation & Services Specialist is ... of managing multiple projects simultaneously in a fast-paced sports environment. Success in this ...
New
Key Account Manager
Amherst, MA · On-site
The Key Account Manager (KAM) is responsible for managing, developing, and expanding relationships ... longterm partnership success. Cross-Functional Collaboration: * Involve senior leadership at ...
Key Account Manager
Amherst, MA · On-site
The Key Account Manager (KAM) is responsible for managing, developing, and expanding relationships ... longterm partnership success. Cross-Functional Collaboration: * Involve senior leadership at ...
Manage relationships with current data and technology partners -- ensuring they remain productive ... Drive customer success with data. Partner with data science and cross-functional teams to address ...
Manage relationships with current data and technology partners -- ensuring they remain productive ... Drive customer success with data. Partner with data science and cross-functional teams to address ...
Implementation Manager, Career Ready - K12 Customer Success | Remote (U.S.) | Full-Time Why Join ... Partner with Product to surface implementation patterns, district feedback, and feature gaps that ...
Implementation Manager, Career Ready - K12 Customer Success | Remote (U.S.) | Full-Time Why Join ... Partner with Product to surface implementation patterns, district feedback, and feature gaps that ...
Sales Business Retention Rep
Hartford, CT · On-site
$51K - $58K/yr
The Customer Success Manager (CSM) plays a critical role in helping customers realize value from their investment in Lippincott Solutions. This role partners closely with customers and internal teams ...
Sales Business Retention Rep
Hartford, CT · On-site
$51K - $58K/yr
The Customer Success Manager (CSM) plays a critical role in helping customers realize value from their investment in Lippincott Solutions. This role partners closely with customers and internal teams ...
Partnership Tax Manager - International
Hartford, CT · On-site +1
$73K - $244K/yr
... that contribute to the success of our Firm. You are expected to lead with integrity and ... partners. As a Manager you are expected to supervise, develop, and coach teams, manage client ...
Partnership Tax Manager - International
Hartford, CT · On-site +1
$73K - $244K/yr
... that contribute to the success of our Firm. You are expected to lead with integrity and ... partners. As a Manager you are expected to supervise, develop, and coach teams, manage client ...
Partnership Success Manager information
See Springfield, MA salary details
$32.4K - $42.1K
4% of jobs
$42.1K - $51.9K
10% of jobs
$58.7K is the 25th percentile. Wages below this are outliers.
$51.9K - $61.6K
16% of jobs
$61.6K - $71.3K
15% of jobs
The median wage is $75.1K / yr.
$71.3K - $81.1K
14% of jobs
$81.1K - $90.8K
14% of jobs
$93.5K is the 75th percentile. Wages above this are outliers.
$90.8K - $100.6K
10% of jobs
$100.6K - $110.3K
10% of jobs
$110.3K - $120K
4% of jobs
$120K - $129.8K
2% of jobs
$129.8K - $139.5K
2% of jobs
$32.4K
$82.8K
$139.5K
How much do partnership success manager jobs pay per year?
What jobs make $3,000 a day?
How does a Partnership Success Manager typically collaborate with internal teams to ensure partner satisfaction?
Do CSMs make good money?
What does a partnership success manager do?
What are the key skills and qualifications needed to thrive as a Partnership Success Manager, and why are they important?
What job makes $1,000,000 a year?
What is the difference between Partnership Success Manager vs Account Manager?
| Aspect | Partnership Success Manager | Account Manager |
|---|---|---|
| Primary Focus | Building and maintaining strategic partnerships, ensuring mutual growth | Managing client accounts, ensuring customer satisfaction and retention |
| Work Environment | Collaborative, often with external partners and internal teams | Customer-facing, primarily with existing clients |
| Required Skills | Relationship management, strategic planning, communication | Customer service, sales, problem-solving |
The Partnership Success Manager focuses on developing and nurturing strategic partnerships to drive mutual success, while the Account Manager primarily manages existing client accounts to ensure satisfaction and retention. Both roles require strong relationship skills but differ in scope and objectives.
Other
Posted 16 days ago
Job description
The Customer Success Manager position plays a critical role in fostering and maintaining high-value client relationships while driving adoption, satisfaction, and long-term growth. This position combines client relationship management, consultative support, and strategic business development, ensuring that RIAs fully leverage the value of our investment offerings and TAMP services through the Axiom platform. The Customer Success Manager provides comprehensive training, partners with clients to develop and refine business strategies and supports customized service and growth plans aligned with each client's goals. Through ongoing engagement, regular reviews, and tailored marketing and case support, this position helps clients optimize their operations, adapt to evolving needs, and achieve sustained practice growth. This position reports to the Vice President, Platform Sales and Advisor Success.
Responsibilities:
- Conduct comprehensive training on the Axiom platform, covering both system functionality and available investment options to ensure seamless integration into client workflows.
- Offer tailored guidance on business development strategies to optimize operations and enhance client engagement.
- Collaborate with clients to build a clear strategic framework that defines their competitive advantages and identifies growth opportunities.
- Outline actionable steps to achieve business expansion goals, including targeted strategies for client acquisition and revenue growth.
- Help clients craft and refine a unique value proposition that effectively communicates their benefits to potential clients.
- Work with clients to create a customized service plan that aligns with client expectations and operational objectives.
- Conduct yearly reviews to assess the effectiveness of the service plan and outcomes achieved over the past year.
- Identify changing client needs and adjust the service approach to ensure alignment with evolving demands.
- Offer consultative support in portfolio design, generating tailored investment proposals that align with each client's unique goals and preferences in conjunction with the investment team.
- Develop personalized marketing and business development plans that support client expansion efforts.
Minimum Competencies & Qualities:
- Minimum of 5 years' experience in customer success, relationship management, or a client-facing role in the wealth management or TAMP sector.
- Series 65 certification required; experience as a financial advisor preferred.
- Familiarity with the specific needs and challenges of RIAs and the TAMP service model.
- Strong consultative skills and ability to provide strategic guidance, act as a trusted advisor, and maintain high-touch client relationships.
- Effective at managing multiple clients, tracking progress, and delivering on specific onboarding, development, and support phases.
- Excellent verbal and written communication skills to convey complex strategies in a clear, client-focused manner.
- Comfortable learning and explaining platform tools and investment strategies.