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- Tasks: Engage with clients, drive product adoption, and enhance customer relationships.
- Company: Join a dynamic fintech transforming global equity capital markets.
- Benefits: Unlimited PTO, comprehensive benefits, and hybrid work environment.
- Why this job: Be at the forefront of innovation in capital markets and make a real impact.
- Qualifications: 2+ years in client-facing roles with strong relationship-building skills.
- Other info: Collaborative team culture focused on growth, equity, and inclusion.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Join to apply for the Customer Success Manager role at CMG (Capital Markets Gateway) Company. Capital Markets Gateway LLC (CMG) is a capital markets‑focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy‑side and sell‑side for ECM workflows, we are committed to reshaping how capital markets operate.
Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by nearly 150 buy‑side firms representing $40 trillion in AUM and 22 global investment banks.
CMG is seeking a self‑motivated Customer Success Manager (CSM) to join our dynamic and fast‑growing Customer Success team. We are looking for a proactive, strategic, and relationship‑oriented professional with a passion for cultivating client relationships and driving client engagement. The CSM will play a key role in expanding CMG’s footprint within existing accounts, onboarding new users, identifying whitespace opportunities, and developing deep relationships with capital markets professionals.
This role centers on proactive client partnership—identifying opportunities, shaping use cases, and delivering tailored solutions that accelerate adoption and business impact, with responsive support as a complement. The successful CSM candidate will become an expert on the CMG platform to handle a vast range of client use cases and constantly drive the value proposition of the service by providing guidance and solutions to enhance their experience.
The Customer Success group acts as the "voice of the customer" to advance the functionality of the CMG platform and is expected to be an excellent collaborator partnering with Sales, Product Management, and Engineering functions. CMG is transforming one of the most exciting sectors on Wall Street, delivering innovation to the equity capital markets. We believe growth and customer success go hand in hand—and our team sits at the intersection of product, commercial strategy, and client impact.
Responsibilities
- Proactively engage with clients to surface emerging needs, uncover new use cases, and drive adoption of CMG’s products.
- Work cross‑functionally with Sales to create strategic account plans aimed at securing renewals and uncovering new opportunities.
- Identify patterns in client feedback to highlight product gaps, inform internal teams, and help shape CMG’s product direction.
- Deliver high‑touch service and foster strong client relationships that prioritize both responsiveness and long‑term value.
- Diagnose and resolve customer questions with a solutions‑oriented mindset, offering creative workarounds when necessary.
- Build and maintain deep understanding of the CMG platform to support a broad spectrum of customer workflows and opportunities.
- Independently manage fast‑paced work as part of a Customer Success team.
- Maintain a flexible and positive approach when navigating challenges.
- Contribute to strategic initiatives and special projects that improve the customer experience and overall team impact.
Qualifications
- 2+ years of experience in a client‑facing role (such as Customer Success, Sales, Account Management, or similar) with a strong track record of building relationships and delivering value to customers.
- Prior experience working in FinTech or within financial institutions is desired.
- Ability to influence both technical and business audiences to improve the product by identifying and documenting enhancements.
- Exceptional communication skills (both written and verbal) and the ability to interact with a wide range of audiences.
- Curiosity and desire to learn quickly to develop domain knowledge.
- Keen analytical and problem‑solving skills.
- Ability to multi‑task balancing simultaneous customer issues.
- Comfortable working in a collaborative, fast‑paced team environment.
- Flexibility for rotational coverage of non‑peak hours is a plus.
Nice to Have
- Experience in the ECM space (Buy‑side or Sell‑side).
- Experience with Business Analytics.
- Proficient using CS related tooling – HubSpot, Jira, MixPanel, MSFT Office, etc.
- Entrepreneurial mindset.
- Positive, "whatever it takes" attitude.
- Politeness, fun‑loving disposition, respect for others.
- B.S. in Finance, Economics or similar business study.
Our Values
- We innovate with purpose.
- We focus on outcomes vs. output.
- We believe diverse and inclusive teams fuel innovation.
- We are humble yet candid.
- We do right by the customer.
What We Offer
- Equity.
- Unlimited PTO (20 vacation days + unlimited additional paid leave).
- Comprehensive benefits program managed by Globalization Partners.
- Premium life and income protection.
- Top private medical and dental insurance.
- Employee Assistance Program (EAP).
- Pension contributions.
- Hybrid work environment (initially remote until office setup is complete).
- Education reimbursement.
- Continuous learning opportunities.
- Employee referral bonus.
- Parental leave.
At CMG, we embrace our ongoing commitment to build a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity and affirmative action employer.
Customer Success Manager employer: CMG (Capital Markets Gateway)
Contact Detail:
CMG (Capital Markets Gateway) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager
✨Tip Number 1
Network like a pro! Reach out to current or former employees at CMG on LinkedIn. Ask them about their experiences and any tips they might have for landing the Customer Success Manager role. Personal connections can give you insights that you won't find in the job description.
✨Tip Number 2
Prepare for the interview by understanding CMG's platform inside out. Familiarise yourself with their products and think of specific examples where you've driven client success in your previous roles. This will show you're not just interested in the job, but genuinely invested in what CMG does.
✨Tip Number 3
Practice your communication skills! As a Customer Success Manager, you'll need to convey complex ideas simply. Try explaining CMG’s services to a friend or family member who knows nothing about finance. This will help you articulate your thoughts clearly during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the CMG team. Good luck!
We think you need these skills to ace Customer Success Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Success Manager role. Highlight your experience in client-facing roles and how it aligns with CMG's mission to transform capital markets.
Showcase Your Communication Skills: Since exceptional communication is key for this role, use clear and concise language in your application. Don’t forget to demonstrate your ability to engage with diverse audiences through examples from your past experiences.
Highlight Your Problem-Solving Abilities: CMG values a solutions-oriented mindset, so share specific instances where you've diagnosed customer issues and provided creative workarounds. This will show us that you can think on your feet and deliver value.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at CMG (Capital Markets Gateway)
✨Know Your Stuff
Before the interview, make sure you have a solid understanding of CMG's platform and its role in the capital markets. Familiarise yourself with their products and how they benefit clients. This will help you demonstrate your expertise and show that you're genuinely interested in the company.
✨Showcase Your Relationship Skills
As a Customer Success Manager, building strong client relationships is key. Prepare examples from your past experiences where you've successfully engaged with clients, identified their needs, and delivered tailored solutions. This will highlight your proactive approach and ability to drive client engagement.
✨Be Ready for Problem-Solving
Expect questions that assess your analytical and problem-solving skills. Think of scenarios where you've diagnosed customer issues and provided creative workarounds. This will showcase your solutions-oriented mindset, which is crucial for the role.
✨Emphasise Team Collaboration
CMG values collaboration across teams. Be prepared to discuss how you've worked cross-functionally in previous roles, especially with sales or product management. Highlighting your ability to partner effectively will resonate well with the interviewers.
