Senior Client Success Manager

What We're Looking For

We're looking for someone with a background in finance who thrives on building relationships, coaching clients through complex reporting and performance use cases, and partnering cross-functionally to drive impact across our business and theirs.

What You'll Do

• Own client outcomes from go-live through value realization, renewal, and expansion; prioritize and manage a high-value strategic book of business.
• Lead strategic engagements, including regular client reviews, executive check-ins, and QBRs.
• Drive product adoption and coach clients on reporting and performance workflows, guiding them through Maybern's tools and sharing use case insights from peer firms.
• Ensure business value realization by guiding clients through change management and aligning on measurable success metrics.
• Understand and anticipate client needs, including unique fund structures or operational events, and how they map to Maybern's platform.
• Synthesize product feedback and manage product requests with clear communication and expectation setting.
• Partner with Sales, Legal, and other internal stakeholders on expansion and upsell strategies and execution.
• Enable client advocacy, coordinating reference calls, case study participation, and user research engagements.
• Maintain internal visibility, driving client health scoring, reporting, and leadership reviews that inform proactive client strategies.
• Mentor and support junior CSMs, contributing to team knowledge-sharing and playbook development.

Who You Are

• Client-Centered and Communicative: You are an excellent communicator who keeps stakeholders aligned and advocates for customers through clear, proactive engagement.
• Domain and Product Expert: You bring deep knowledge of your industry and product space, applying insights to shape strategic decisions and deliver high-impact solutions.
• Analytical and Solutions Oriented: You solve complex problems using structured thinking, draw meaningful conclusions from data, and make sound decisions in ambiguity.
• Collaborative and Influential: You build strong, cross-functional relationships and use your influence to align teams around shared goals and advocate effectively for client needs.

Benefits

• Competitive salary + equity package
• Comprehensive benefits
• A flexible family-friendly work environment
• Comprehensive healthcare benefits
• Maybern covers 100% of medical, dental, and vision premiums
• HSA & FSA plans
• Family-Friendly policies
• Paid parental leave
• Flexible schedule
• Flexible PTO / sick leave
• WFH as needed to fit your needs
• 401k