Customer Success Manager

Role Overview:

We are looking for a Customer Success Manager who can combine strong relationship management with financial domain understanding to drive adoption, retention, and growth across enterprise accounts. This role will act as a strategic partner to clients while collaborating closely with Product, Sales, and Engineering to deliver scalable, high-impact outcomes.

Roles & Responsibilities:

• Build and maintain trusted relationships with senior executives, equity research analysts, and operations teams across enterprise accounts.
• Drive platform usage through proactive engagement, advisory, and collaboration with power users and champions.
• Own renewals, retention, and net-retention outcomes for the assigned account portfolio.
• Identify upsell and expansion opportunities through needs analysis and partnership with account executives.
• Monitor account health, anticipate risks, and execute mitigation strategies to ensure customer satisfaction.
• Represent the voice of the customer to Product and Engineering, influencing roadmap decisions.
• Lead customer advocacy initiatives including references and success stories.
• Coordinate cross-functional teams to execute onboarding, retention programs, and custom implementations.

Skills and Qualifications :

• Experience managing enterprise-level accounts in sell-side or financial services environments.
• Strong understanding of equity research workflows, sell-side processes, or financial analytics.
• Excellent interpersonal, communication, and problem-solving skills.
• Proven ability to navigate complex organizations and influence senior stakeholders.
• Written and verbal fluency in Japanese (required).
• CFA, CPA, or CFP credentials preferred but not mandatory.