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Client Success Manager, Partnerships

CFRA Research

Role overview

Qualifications

  • 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role
  • Previous experience in financial services, financial data, or a research environment
  • Hands-on experience with CRM tools, preferably Salesforce
  • Proficiency in Excel with comfort organizing and analyzing data

Responsibilities

  • Directly manage a handful of smaller partner relationships, including communication and scheduling
  • Develop a deep understanding of each partner, including their goals, packages, and pricing
  • Serve as the product expert for your partner base, driving adoption of products and services
  • Monitor usage data to support partner-led adoption efforts and maintain accurate records

Key facts

  • Remote from: United States
  • Full time
  • Junior (1-2 years)
  • Client Success Manager
  • 55 - 70K yearly
  • English

Hard skills

Other skills

  • Microsoft Excel
  • Relationship Management
  • Communication
  • Teamwork
  • Problem Solving
  • Detail Oriented
  • Goal-Oriented
  • Time Management

About the company

CFRA Research logo

CFRA Research

Financial Services

CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals. We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.

Company details

Company typeSME
IndustryFinancial Services
Company size51 - 200

Links

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Job description

The Client Success Manager, Partnerships supports our network of distribution partners within the financial services sector, including resellers, data vendors, and platform providers. Rather than working with direct end clients, you will manage a portfolio of smaller partner relationships and partner with the Partnerships lead to keep our larger accounts running smoothly. You will develop deep knowledge of each partner’s setup, maintain accurate account and usage records, and help ensure seamless content distribution, compliance, and growth. This role is a good fit for a proactive, detail-oriented team player who thrives on a small team.
Key Responsibilities
  • At the direction of the Partnerships lead, directly manage a handful of smaller partner relationships, including end-to-end communication and scheduling.
  • Develop a deep understanding of each partner, including their goals, packages and pricing, and how they use and benefit from our services.
  • Serve as the product expert for your partner base, driving adoption of our products and services in collaboration with partners.
  • Partner with the Partnerships lead to build and maintain centralized views of account-level information, such as licensed products, renewal dates, and current spend.
  • Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms.
  • Maintain accurate, up-to-date records of partner accounts, contacts, and interactions
  • Serve as the product expert for services within your client base.
  • Assist with inbound product-, research-, and issue-related questions from partners.

Skills, Knowledge and Expertise
  • 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role.
  • Previous experience in financial services, financial data, or a research environment is highly preferred.
  • Hands-on experience with CRM tools, preferably Salesforce.
  • Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, filtering and sorting large datasets), with comfort organizing, analyzing, and reconciling data.
  • Collaborative work ethic and a goal-driven approach.
  • Excellent written and verbal communication skills, with strong attention to detail.
  • Strong relationship management skills, with the ability to build and maintain long-term business relationships.
  • Ownership and accountability, with the ability to work independently and follow through on commitments.
  • A customer-centric mindset with a passion for helping clients succeed.
  • Ability to prioritize tasks and manage multiple client requests.
  • Strong problem-solving skills and a proactive approach to addressing client challenges.

Benefits
  • 20 days of Vacation
  • 8 Sick Days
  • 1 paid volunteer day
  • 10-11 Holidays a year
  • Health, Dental, & Vision Insurance
  • Company paid Life & Disability Insurance 
  • Competitive Pay
  • Annual Performance Bonus 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Salary: 55000 - 70000 USD per year

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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