Customer Success Manager
CFRA Research
Administration
United States · Remote
USD 55k-70k / year
Posted on Mar 11, 2026
The Client Success Manager role supports our network of distribution partners within the financial services sector. The successful candidate will be responsible for managing relationships with service facilitators, resellers, data vendors, platform providers, and other strategic partners to ensure seamless content distribution, compliance, and collaborative growth.
Significant opportunities for growth and career advancement based on performance.
Significant opportunities for growth and career advancement based on performance.
- Department
- Account Management
- Employment Type
- Full Time
- Location
- Remote US
- Workplace type
- Fully remote
- Compensation
- $55,000 - $70,000 / year
Key Responsibilities
- Develop a deep understanding of your clients, including their objectives, needs, and working styles
- Drive adoption of products/services
- Monitor usage data to target inactive users
- Maintain accurate users lists that reflect active users
- Seek opportunities for growth, specifically with user adds, within existing accounts
- Serve as the product expert for services within your client base
- Conduct product trainings
- Assist with inbound product and research related questions
- Partner with Product to ensure client feedback is integrated into product enhancement roadmaps
- Partner with Marketing on campaign strategies within existing accounts
Skills, Knowledge and Expertise
- 1-2 years of experience in Customer Success, Account Management, or a related customer-facing role
- Previous experience servicing Wealth Management accounts is highly preferred
- Previous experience in a Research environment is highly preferred
- Hands-on experience with CRM tools (preferably Salesforce)
- Collaborative work ethic and a goal driven individual
- Excellent communication and interpersonal skills with the ability to build rapport and trust with clients and internal teams
- 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
- 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
The base salary range for this position is $55,000 - $70,000. Compensation is determined by factors including experience, skills, and business needs. This role is also eligible for an annual performance bonus and a comprehensive benefits package.
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
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.
Our Hiring Process
Stage 1:
Applied
Stage 2:
Review
Stage 3:
Prescreen
Stage 4:
Interview
Register your interest below, and we’ll reach out when a position opens that aligns with your skills and career goals.