Wall Street PrepHiring

Customer Success Manager

  • USD 85,000 to 95,000 per year
  • New York, NY
  • Full-time
  • Lead
  • Posted 6 days ago
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In one line

Customer Success Manager is a lead full-time role in New York, NY at a corporate training provider for finance.

About the role

Fits someone independent and entrepreneurial who stays calm in high-stakes situations and can read an org chart to find new business. The portfolio spans financial institutions and large corporates, with senior HR and business leaders as contacts.

At a glance

Pay
USD 85,000 to 95,000 per year
Location
New York, NY
Seniority
Lead
Employment
Full-time
Skills
Salesforce, Account management, Forecasting, Stakeholder management
Posted
29 Oct 2026
Last checked
3 Nov 2026

What you will do

  • Act as main contact for corporate clients and build long-term relationships across the portfolio
  • Own the renewal cycle and develop plans to keep and grow existing accounts
  • Lead quarterly business reviews and strategic account planning meetings
  • Forecast and track account metrics monthly and quarterly, and report on account health
  • Work with business development, instructors and internal teams to deliver training programs

What they look for

  • A record of managing client relationships and driving retention and growth
  • Can build account plans, run renewals and carry out client success strategies
  • Strong communication, presentation, negotiation and stakeholder management
  • Able to influence decision-makers up to senior executive level
  • Analytical, with experience tracking and forecasting account metrics
  • Hands-on with Salesforce or a similar CRM

How Keywordise applies for you

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
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Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job 6y5wn54x7f
How to connect

Questions about this job

Where is this job based?

The posting lists Customer Success Manager as a role based in New York, NY, United States.

What does this job pay?

The posting states USD 85,000 to 95,000 per year.

What experience is needed?

It is a lead role. The posting asks for: a record of managing client relationships and driving retention and growth; can build account plans, run renewals and carry out client success strategies; strong communication, presentation, negotiation and stakeholder management. Skills it names include Salesforce, Account management, Forecasting, Stakeholder management.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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