[Remote] Client Success Manager

Note: The job is a remote job and is open to candidates in USA. CFRA Research is a leading independent investment insights and data analytics company. They are seeking a Client Success Manager to service Wealth Management accounts by executing customized client engagement strategies and ensuring clients derive maximum value from CFRA's services. Responsibilities Develop a deep understanding of your clients, including their objectives, needs, and working styles Drive adoption of products/services Monitor usage data to target inactive users Maintain accurate users lists that reflect active users Seek opportunities for growth, specifically with user adds, within existing accounts Serve as the product expert for services within your client base Conduct product trainings Assist with inbound product and research related questions Partner with Product to ensure client feedback is integrated into product enhancement roadmaps Partner with Marketing on campaign strategies within existing accounts Skills 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role Hands-on experience with CRM tools (preferably Salesforce) Collaborative work ethic and a goal driven individual Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams 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 Previous experience servicing Wealth Management accounts is highly preferred Previous experience in a Research environment is highly preferred 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 401K Match Company Overview CFRA is a global leader in financial intelligence solutions and insights. It was founded in 1994, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is