Customer Success Manager

Attio

Attio is the CRM built for the AI era. Designed for the most ambitious go-to-market teams, it gives companies the power to understand every customer, automate at scale, and build their go-to-market motion exactly as they need. We've raised $116M from some of the world's best investors: GV (Google Ventures), Redpoint, Balderton, Point Nine, and 01A. We hire builders who thrive on complex technical challenges, hold themselves to a high bar, and genuinely care about delighting the people who use what they build. The team here brings sharp judgement, real craft, and the drive to do exceptional work. We're obsessed about the details and energized by the frontier. If you want to do the best work of your career, this is the right place. ABOUT THE ROLE Our Customer Success team is integral to how we build, grow, and deliver value. We help customers adopt Attio quickly, integrate it smoothly, and unlock lasting impact. With technical fluency and deep empathy, we guide teams through complex use cases, share insights that shape the product, and turn great onboarding into long-term success. As an Attio Customer Success Manager, you will be responsible for designing and managing Attio’s retention, customer health, renewal, and upsell programs. WHAT YOU'LL DO * Lead high-touch success plans for top accounts, serving as both business relationship owner and a consultative product expert * Design and execute strategies to monitor health, and drive adoption, retention, and up-sells on a one-to-one and one-to-many basis * Partner with fellow CSMs to bring new ideas, codify best practices, and build reusable program templates to drive scale and consistency as we grow and expand upmarket * Contribute to one-to-many scaled programs for second-tier accounts using channels like email, workshops/webinars, office hours, and community programs * Use data to segment customers based on their product usage and firmographic data, and provide appropriately tailored resources to each group * Collaborate with SE, post-sale, and Support teams to create content for scaled programs * Collaborate with marketing and product on brand and activation content WHAT YOU'LL BRING * 5+ of relevant professional experience, of which 3+ were in a CS or Account Management role * A passion for technology and experience coaching customers on how to get the most out of a complex software product * Experience building programs in addition to having strong customer relationship skills * Experience at early or growth-stage startups WHAT DOES THE HIRING PROCESS LOOK LIKE? 1. 30-minute introductory phone call with a member of our Talent team 2. 30-minute interview with our hiring manager 3. Case study interview 4. Panel interviews with relevant stakeholders 5. 30-minute closing conversation with our CEO 6. Offer stage

9fin

About 9fin 9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide. THE OPPORTUNITY The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients’ workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base. The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication. There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top-tier customer experience. This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero. This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your sales career.   WHAT YOU'LL WORK ON Every day is different, but here’s an example of the kind of things you’ll work on: * Become a 9fin expert with a strong understanding of our products and services * Partner with the account managers on specific client projects to drive and ensure growth within the accounts * Become the voice of the client when delivering on internal projects by ensuring our clients’ needs are consistently met * Develop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clients * Leverage existing customer relationships and expand the network of relevant contacts within each account to ensure 9fin continues to be the partner of choice for their needs * Attend relevant industry conferences and events * Maintain up to date records of client interactions via our CRM   REQUIREMENTS This role will be a great fit if you have: * Minimum 4 years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development) * A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buyside, sellside & advisory community * A track record of managing & growing a book of enterprise clients (min $1m+ book of business) * Ability to plan and prioritize important tasks and work with accuracy and attention to detail * Effective written and verbal communication skills conveying messages accurately and concisely * Team player, but also able to work effectively alone (help is always at hand if you need though!) * Existing relationships / network within the Leveraged Finance community would be beneficial   OUR BENEFITS We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel. Financial & Insurance * Competitive Salary: $120,000-$135,000 * 401(k) (9fin pay 3%, employee contributions are uncapped) * Private Health Insurance, with Dental and Vision * Paid sick leave * Disability Insurance (New York) * Commuter Benefit Time off * 25 vacation days per year * Local public holidays * Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work * Work abroad for up to 3 months a year * 1 month paid sabbatical after 5 years of service * Enhanced parental leave & flexible working arrangements available Training & Culture * Professional learning and development budget * AI experimentation budget of $1,000 per employee to trial AI tools * Bi-annual team socials * Summer and Winter company social events 9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

voize

🎤 WHY VOIZE? BECAUSE WE’RE MORE THAN JUST A JOB! At voize, we believe the greatest gift to frontline workers is time - time to care, connect, and be present. Today, that time is lost to busywork and complex systems that pull them away from what matters most: people. Our vision is to change that by building AI companions that seamlessly take over digital workflows. We don’t replace humans with technology - we amplify their impact. Our mission is backed with a $50M Series A funding led by Balderton Capital, with support from HV Capital, Y Combinator and other leading VCs. Today, 2,000+ facilities trust voize, and over 200,000 users rely on our AI companion to ease their daily workload. As a dynamic team, we combine first-in-class technology with meaningful social impact. And now, we’re looking for you to join us on this mission! 💡 YOUR MISSION: DRIVE PRODUCT ACTIVATION AND CUSTOMER SUCCESS IN THE US As a Founding Onboarding Manager and Customer Success Manager (US), you will own the rollout and ongoing success of our first US customers. 🚀 YOUR DAILY BUSINESS - NO TWO DAYS ARE ALIKE * Own the end-to-end rollout and success of US customers, from onboarding through adoption and ongoing customer health * Deliver dynamic training: Facilitate engaging and motivating online and onsite sessions that help caregivers activate voize quickly * Drive adoption through clear processes, smart touchpoints, and proactive communication * Monitor customer health, usage, and ticket patterns to spot risks proactively * Run virtual touchpoints, office hours, and scalable enablement formats * Create and optimize training materials: Continuously update and improve training content based on feedback and onboarding friction * Collaborate with cross-functional teams: Work closely with Support, Product, and Customer Success teams to solve onboarding challenges and provide real-time feedback 🤝 YOUR SKILLSET - WHAT YOU BRING TO THE TABLE * Excellent can-do mentality and natural ownership * Proven experience training customers and/or leading customer rollouts (ideally in healthcare, caregiving, or another operationally complex environment) * Amazing communication and presentation skills, with the ability to engage, motivate, and guide users * Passion for technology adoption and empowering others to embrace change * Confidence working with data, dashboards, and signals to understand customer health and adoption * Curiosity about technical setups and workflows (no coding required) * The ability to manage many customers without losing overview * A preference for clarity and structure over chaos * Empathy and calm in complex, human-centered environments * Willingness to travel regularly to customers across US 🌱 GROWING TOGETHER - WHAT YOU CAN EXPECT AT VOIZE * We are a fast-growing startup, that means you will tackle challenges, grow quickly, and make a real impact, giving frontline workers more time for people * We foster an open, collaborative culture with regular team events from our New York Hub. * Become a co-creator of our success with stock options * Generous vacation 20 vacation days, 10 sick days, public holidays, comprehensive medical, dental, and vision plan, short-term & long-term disability insurance and life insurance and 401(k) retirement plan. ✨ READY TO TALK? APPLY NOW! 🚀 We look forward to your application and can’t wait to meet you - no matter who you are or what background you have!