Client Success Manager, Partnerships

The Client Success Manager, Partnerships supports our network of distribution partners within the financial services sector, including resellers, data vendors, and platform providers. Rather than working with direct end clients, you will manage a portfolio of smaller partner relationships and partner with the Partnerships lead to keep our larger accounts running smoothly.

You will develop deep knowledge of each partner’s setup, maintain accurate account and usage records, and help ensure seamless content distribution, compliance, and growth. This role is a good fit for a proactive, detail-oriented team player who thrives on a small team.

Department

Account Management

Employment Type

Full Time

Location

Remote US

Workplace type

Fully remote

Compensation

$55,000 - $70,000 / year

Key Responsibilities

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• At the direction of the Partnerships lead, directly manage a handful of smaller partner relationships, including end-to-end communication and scheduling.
• Develop a deep understanding of each partner, including their goals, packages and pricing, and how they use and benefit from our services.
• Serve as the product expert for your partner base, driving adoption of our products and services in collaboration with partners.
• Partner with the Partnerships lead to build and maintain centralized views of account-level information, such as licensed products, renewal dates, and current spend.
• Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms.
• Maintain accurate, up-to-date records of partner accounts, contacts, and interactions
• Serve as the product expert for services within your client base.
• Assist with inbound product-, research-, and issue-related questions from partners.

Skills, Knowledge and Expertise

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• 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role.
• Previous experience in financial services, financial data, or a research environment is highly preferred.
• Hands-on experience with CRM tools, preferably Salesforce.
• Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, filtering and sorting large datasets), with comfort organizing, analyzing, and reconciling data.
• Collaborative work ethic and a goal-driven approach.
• Excellent written and verbal communication skills, with strong attention to detail.
• Strong relationship management skills, with the ability to build and maintain long-term business relationships.
• Ownership and accountability, with the ability to work independently and follow through on commitments.
• A customer-centric mindset with a passion for helping clients succeed.
• Ability to prioritize tasks and manage multiple client requests.
• Strong problem-solving skills and a proactive approach to addressing client challenges.

Benefits

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• 20 days of Vacation
• 8 Sick Days
• 1 paid volunteer day
• 10-11 Holidays a year
• Health, Dental, & Vision Insurance
• Company paid Life & Disability Insurance
• Competitive Pay
• Annual Performance Bonus

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About CFRA Research

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CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.

Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.