CSM Manager

About the Client The Client is a fast-growing FinTech innovator transforming the landscape of capital markets. Their platform streamlines trading and post-trade workflows across Repo, Securities Finance, and Equity Derivatives, empowering financial institutions with cutting-edge technology and seamless integration. The Client is seeking a dynamic and client-focused Client Success Manager to join their team. This role is pivotal in ensuring clients—ranging from global banks to hedge funds—derive maximum value from the platform. The successful candidate will act as the bridge between clients and internal teams, ensuring smooth onboarding, ongoing support, and long-term relationship success. Client & Trader Support: ~ Lead the onboarding process for new clients, including platform configuration, user training, and integration with internal systems (e.g., OMS, EMS, back-office platforms). Relationship Management: ~ Champion the voice of the client internally, ensuring their needs are represented in product roadmaps and service enhancements. Proven experience in a Customer Success , Client Services , or Operations role within a FinTech or Capital Markets environment. Alternatively, experience in a client-facing role at a bank, asset manager, or hedge fund , with exposure to Securities Finance , Repo , or Equity Derivatives . Excellent communication, problem-solving, and relationship-building skills. Familiarity with FIX protocol, SWIFT messaging, or other financial integration standards. Experience with SaaS platforms or enterprise software in financial services.