Customer Success Manager

New York, New York

With Intelligence
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Location: New York

Salary: $112,500 per year + Commission

Working Pattern: Hybrid (2 days WFH, 3 days Office)

SPS by With Intelligence is an award-winning provider of market intelligence for the M&A community. We help our private equity, corporate development, lender, and advisory clients navigate the competitive and opaque world of M&A deal origination to prioritize relationships, streamline internal processes, and improve overall firm performance.

The Role:
  • Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients.
  • Communicating the SPS solution and articulating how the portal transforms deal sourcing for private equity and other M&A participants.
  • Understanding your clients' requirements and industry challenges and being their trusted advisor and post-sales success leader.
  • Creating account specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts.
  • Ensuring full adoption of the SPS portal across your clients' organizations and maximizing value for them to secure year on year retention.
  • Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success.
  • Developing a thorough understanding of the SPS solution and M&A/Private Equity landscape.
Requirements
  • 3 years plus experience as a Relationship Management or Customer Success Professional with onboarding/implementation responsibilities, or as a Consultant with a SaaS provider - ideally with a finance focus.
  • Excellent communication and interpersonal skills, with the ability to work closely with clients and cross-functional teams.
  • Strong problem-solving skills and attention to detail.
  • Willingness to work some later hours to accommodate US based clients.
  • Prior knowledge of the M&A and Private Equity landscape a big plus.
Benefits
  • 24 days PTO and bank holidays
  • Excellent commission structure
  • Enhanced parental leave
  • Wellness days and incentives
  • Matched 401k
  • Health and dental plans
  • Birthday day off
  • Employee assistance program
  • Travel loan scheme
  • Charity days
  • Breakfast provided in the office
  • Social events throughout the year
Date Posted: 17 May 2025
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