Senior Customer Success Manager

Job Summary

Owning strategic relationships with leading buyside firms, the part-time Senior Customer Success Manager will manage the client lifecycle, drive adoption and satisfaction of Guideline's data solutions, and ensure seamless contract renewals in a fully remote capacity.

Key responsibilities

• Own the end-to-end client relationship, driving adoption and satisfaction with Guideline solutions
• Build and nurture long-term relationships across investment organizations to maximize data value
• Manage the client renewal process and identify opportunities for account growth and expansion

Required qualifications

• 5-8 years of experience in a client-facing role, preferably in customer success or account management for capital markets clients
• Familiarity with how investment teams source and evaluate alternative data
• Demonstrated ability to manage competing priorities and maintain professionalism
• Proficiency in Excel, PowerPoint, and Salesforce; experience with market data platforms is preferred
• Bachelor's degree in finance, economics, business, or a related field preferred