Customer Success Manager

Customer Success Manager

About Wall Street Prep (WSP)
Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world’s top investment banks, private equity firms, and Fortune 500 companies. Since 2004, we have been equipping finance professionals with the practical skills needed to succeed in their careers through industry-leading classroom and online training programs.

We are proud to be an equal opportunity employer committed to fostering an inclusive work environment where all team members can thrive.

About the Role
Our Customer Success team is growing! We are looking for an experienced and results-driven Customer Success Manager to serve as a key point of contact for our corporate clients. You will guide clients through onboarding, ensure they achieve their goals with our training solutions, and drive retention and expansion opportunities. This role offers the opportunity to work with decision-makers at global financial institutions and Fortune 500 companies, collaborating with senior leaders at WSP to ensure client success.

Key Responsibilities

• Serve as the primary relationship manager for corporate clients, ensuring long-term success and satisfaction.

• Own the renewal cycle to drive retention and identify expansion opportunities within existing accounts.

• Lead onboarding efforts and ensure the successful implementation of our training solutions.

• Conduct quarterly business reviews to assess client needs, measure success, and strategize for growth.

• Partner with Business Development to onboard new clients and maximize engagement.

• Act as the liaison between clients, internal teams, and instructors to ensure seamless service delivery.

• Monitor account health and track key performance metrics to inform strategic initiatives.

• Collaborate closely with senior leadership, including the Chief Revenue Officer and Managing Director, to grow WSP’s footprint in the corporate client vertical.

What We’re Looking For

• 2-3 years of account management experience with a focus on renewals, upselling, and client retention.

• Background in financial services (investment banking, asset management, private equity, corporate finance) is strongly preferred.

• Proven ability to develop account plans, manage renewal cycles, and proactively address client needs.

• Strong business acumen with the ability to identify new revenue opportunities within existing accounts.

• Highly independent and entrepreneurial mindset.

• Experience using Salesforce or similar CRM platforms.

• Exceptional communication, presentation, and negotiation skills, with the ability to engage senior HR and business line executives.

• Strong attention to detail and ability to manage multiple accounts effectively.

• Based in the New York City area.

Core Competencies

• Teamwork: Ability to collaborate effectively with diverse teams and stakeholders.

• Integrity: Commitment to honesty, trust, and accountability in all interactions.

• Accountability: Dedication to delivering on commitments to clients and colleagues.

• Humility: Willingness to learn, adapt, and continuously improve.

• Results-Driven: Passion for achieving measurable success and delivering top-quality work.

• Transparency: Open communication and a commitment to ethical business practices.

What We Offer

• A fun, dynamic startup culture with room for professional growth.

• Full benefits package, including medical, dental, and vision.

• Unlimited PTO to support work-life balance.

• Remote work flexibility. Office located in Manhattan. 

• 401(k) plan.

• Parental leave.

• Stipend to set up your home office.

• Core values-driven leadership with ample opportunities to learn and take on new responsibilities in a high-growth environment.

• Base salary: $90,000 plus bonus. 

If you’re passionate about building strong client relationships, driving business growth, and making an impact, we’d love to hear from you!