Maybern
Senior Client Success Manager
New York Office · Senior
Sponsorship not specifiedDetected 54 days ago
RailsUX ResearchAccount ManagementResearchLeadershipCommunicationCollaborationMentoring
About the role
- This role blends deep financial acumen, executive relationship management, product fluency, and a sophisticated understanding of operational change management.
Responsibilities
- 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.
- 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.
- Mentor and support junior CSMs, contributing to team knowledge-sharing and playbook development.
- 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.
- Own client outcomes from go-live through value realization, renewal, and expansion; prioritize and manage a high-value strategic book of business.
Requirements
- THIS COULD BE A GREAT FIT IF YOU HAVE…
Nice to have
- A solid foundation in private funds
- fund finance background a plus but not required.
- 7+ years of experience in client success, product operations, or strategic account management, ideally within a B2B SaaS or fintech environment.
- Proven track record managing executive-level relationships and complex customer lifecycles.
- Strong strategic thinking paired with a bias for action - you can zoom out to the big picture but also dive into tactical detail when needed.
- Exceptional communication and interpersonal skills, with the ability to coach clients and influence internal stakeholders.
- Comfortable navigating product conversations
- able to understand functionality, suggest use cases, and provide minimally detailed walkthroughs.
Compensation
- We offer a competitive salary + equity package, comprehensive benefits, and a flexible family-friendly work environment.
Benefits
- We offer a competitive salary + equity package, comprehensive benefits, and a flexible family-friendly work environment.
- Some of our perks include:
- Comprehensive healthcare benefits
- Maybern covers 100% of medical, dental, and vision premiums
- HSA & FSA plans
- Paid parental leave
- Flexible schedule
- Flexible PTO / sick leave
- Maintain internal visibility, driving client health scoring, reporting, and leadership reviews that inform proactive client strategies.
Company info
- Maybern is transforming the way private fund managers effectively manage their funds through cutting edge technology: an operating system with deterministic guard rails underneath, agents on top. Maybern is founded by top engineering experts with deep knowledge of the fund management space.
- Private funds manage $15T in capital and are growing at 20% YoY, but with increasing regulatory scrutiny and investor demands for transparency, the need for more modern, fully agentic solutions to help private fund CFOs is crucial.
- This is where Maybern comes in.
- We are equipping fund managers with a fully agentic operating system for private fund management, enabling private investment managers to focus on what they do best: driving returns for their investors. We are backed by leading venture capital firms and a large number of strategic investors.
- Maybern is transforming the way private fund managers effectively manage their funds through cutting edge technology: an operating system with deterministic guard rails underneath, agents on top.
- Maybern is founded by top engineering experts with deep knowledge of the fund management space.
- We are equipping fund managers with a fully agentic operating system for private fund management, enabling private investment managers to focus on what they do best: driving returns for their investors.
- We are backed by leading venture capital firms and a large number of strategic investors.
- Maybern is an NYC based company with a strong in-office culture to drive collaboration, and we are looking to make strong additions to our team.
- You are an excellent communicator who keeps stakeholders aligned and advocates for customers through clear, proactive engagement.
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This listing is sourced directly from Maybern's careers page and normalized into a canonical job model.