Corporate Finance Institute
Customer Success Manager
🇺🇸 Remote - US
🕑 Full-Time
💰 TBD
💻 Customer Success
🗓️ September 10th, 2025
Edtech.com's Summary
- Serve as the primary support contact for enterprise accounts and build consultative relationships.
- Develop and implement strategies to drive adoption, retention, and customer satisfaction.
- Onboard and configure client environments to ensure smooth product adoption.
- Conduct business reviews and provide data-driven insights to customers.
- Monitor account health, engage stakeholders, and proactively mitigate risks.
- Advocate for customers internally to influence product direction and roadmap.
- 3-5 years experience in Customer Success, Account Management, or client-facing SaaS roles.
- Experience with enterprise accounts; finance or private equity industry exposure preferred.
- Strong communication and presentation skills, including with senior executives.
- Uses data to drive strategies and deliver insights.
Customer Success Manager Full Description
Location: Remote
- Serve as the support contact for enterprise accounts, building strong, consultative relationships.
- Develop and execute account strategies to drive adoption, satisfaction, and retention.
- Assist in onboarding and configuring new and existing client environments to ensure smooth adoption and early value.
- Conduct business reviews and share data-driven insights to highlight value
- Proactively monitor account health, engage stakeholders, and mitigate risks.
- Champion awareness and adoption of new product features across teams.
- Act as the voice of the customer internally, influencing product direction and roadmap.
- Serve as a trusted advisor, guiding customers on best practices to maximize value from Macabacus.
What You’ll
Bring:
- 3 - 5 years
in Customer Success, Account Management, or client-facing SaaS roles. - Experience with enterprise accounts; finance or private equity exposure a plus.
- Proven ability to drive adoption, retention, and growth.
- Strong communication and presentation skills, including with senior executives.
- Ability to manage multiple priorities and stakeholders effectively.
- Comfort using data to inform strategies and deliver insights.
Who You Are:
- Customer-obsessed: Energized by helping clients achieve their goals.
- Strategic: Able to connect product capabilities to customer business outcomes.
- Proactive: Anticipates challenges and addresses them before they escalate.
- Collaborative: Thrives in a cross-functional, team-oriented environment.
- Adaptable: Navigates complex organizations with ease.
- Curious & growth-minded: Always seeking ways to improve and learn.
Why Join Macabacus?
- Strong product-market fit: Trusted by finance and advisory teams who depend on us daily for their most important work.
- Smart team:
You'll work with people who understand both finance and technology at a high level. - Proven solution:
We're scaling something that works, not trying to prove a concept. - Big opportunity: Every finance organization can benefit from what we've built.
- Meaningful work: We help finance professionals focus on strategic thinking instead of tedious tasks.
- Flexibility: Remote-first culture with the freedom to work where you’re most effective.
- Wellness: Comprehensive health coverage, mental health support, and family benefits.
- Security: 401(k) with company match, life & disability insurance.
- Balance: Generous time off, paid holidays, and parental leave.
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