About the job Client Success Manager
Our client, a venture-backed financial services B2B startup, is seeking Client Success Managers.
Due to continued growth, the company is expanding its Client Success team and hiring an ambitious Client Success Manager based in New York City. Reporting to the Director of Client Success, this is a foundational role within a rapidly scaling organization.
As an early member of the team, you will serve two core functions:
- Provide frontline, reactive client support throughout the company wind-down process.
- Execute critical operational components of dissolutions, including regulatory filings and capital redistribution.
This is a hands-on, operationally rigorous role. Success is measured by speed, accuracy, and client confidence — not revenue quotas or renewals.
There is strong opportunity for growth into senior individual contributor or leadership roles as the company scales.
About You
- Highly organized with exceptional attention to detail; you thrive on managing multiple deadlines without letting anything slip
- A strong communicator who builds rapport quickly and confidently over phone and email
- Empathetic and able to support founders through high-stakes, emotionally complex situations
- Comfortable making judgment calls in ambiguous environments
- Curious and able to zoom out to understand the bigger picture
- Motivated by helping founders navigate difficult transitions and move forward
What You'll Do
- Own a portfolio of clients throughout the full lifecycle of a company wind-down
- Serve as first responder to client inquiries via phone, email, and ticketing systems
- Manage dissolution activities such as IRS filings, asset transfers, account closures, and capital distributions
- Onboard new clients and guide them through the end-to-end process
- Develop deep subject matter expertise in corporate wind-down procedures
- Identify process improvements and collaborate cross-functionally with Engineering and GTM teams
- Contribute to educational resources and help center content
What Were Looking For
- 2–6 years of experience in client-facing operations, customer success, project management, or technical support
- Startup or small-company experience preferred
- Proven ability to manage complex, deadline-driven projects
- Excellent written and verbal communication across founders, investors, legal, and tax stakeholders
- Experience with help desk or ticketing tools (Zendesk, Pylon, etc.) helpful
- Extremely detail-oriented with strong organizational discipline
- Undergraduate degree required; strong academic background is a plus
This is an opportunity for a thoughtful, high-agency professional who wants meaningful ownership in a mission-driven, venture-backed startup.