Customer Success Manager | US

SOLVE is a New York-headquartered financial technology firm with seven offices globally. We are a leading provider of real-time observable market data and data aggregation across multiple Fixed Income asset classes including all Structured Products (ABS, MBS, CLOs, etc.), Syndicated Bank Loans, Corporate Bonds (IG, HY, EM, etc.), CDS, and Municipals. 
We are looking for a Customer Success Manager to join our team and manage our Major and Select relationships with new and existing customers.  The ideal candidate will have experience in Fixed Income, Financial Services, and/or FinTech firms servicing institutional investors.    

SOLVE’s Customer Success Team is led by our CAO.  The team creates and maintains relationships with our client base to ensure successful renewals, promote product usage, conduct training, and support upsell opportunities.  This is an exciting opportunity to be part of a fast-paced, rewarding environment and have a direct impact on SOLVE’s client relationships and company growth. 


  • Bachelor’s Degree 
  • 5+ years of experience in Client Services, Customer Success or Relationship Management 
  • Prior experience working at financial services, or financial technology firms servicing institutional investors 
  • Ability to build and grow strategic relationships and partnerships 
  • Strong interpersonal, verbal, and written communication skills
  • Excellent follow-up skills 
  • High motivation and drive to learn, grow and build a successful business 
  • Expert-level time management and prioritization skills
  • Ability to work independently as well as in a collaborative team environment 


  • Establish, develop and cultivate healthy client relationships to understand the customers’ business challenges and needs
  • Develop and maintain a strong knowledge of Solve products and offerings and map the Solve solutions to the customers’ needs
  • Responsible for the creation of account plans for the assigned customers
  • Ability to communicate SOLVE’s value proposition to the specific customers
  • Uncover at-risk issues as well as opportunities to help grow client relationships and revenue
  • Maintain high-touch relationships with clients by communicating with them regularly
  • Monitor customer activity with the product and encourage increased usage 
  • Contribute to the Sales pipeline management by identifying expansion opportunities in the assigned accounts
  • Meeting and exceeding lead/expansion opportunity targets from the existing customer base
  • Collaborate on client feedback to support product development
  • Coordinate with internal resources to support client needs
  • Possible travel for clients, conferences, and roadshows 


  • Exposure to Fixed Income markets 
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