Customer Success Manager

New York, New York

Customer Success Manager
Location: New York City (Hybrid)

About Wall Street Prep (WSP)
Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world’s top investment banks, private equity firms, and Fortune 500 companies. Since 2004, we have equipped finance professionals with the practical skills needed to succeed through industry-leading classroom and online programs.

We are proud to be an equal opportunity employer committed to fostering an inclusive work environment where all team members can thrive.

About the Role
Wall Street Prep is seeking an experienced and strategic Customer Success Manager to join our growing team. Based in New York City, this role is hybrid and client-facing. You’ll own key corporate client relationships—guiding onboarding, driving engagement, and ensuring long-term success. You’ll collaborate closely with senior decision-makers at global financial institutions and Fortune 500 firms, serving as a trusted advisor and internal advocate to support client retention and expansion.

Key Responsibilities

  • Serve as the primary relationship manager for corporate accounts, ensuring client satisfaction, value realization, and long-term partnership.

  • Lead onboarding and implementation of training solutions to ensure seamless delivery and adoption.

  • Manage the full client lifecycle including renewals, upsells, and contract negotiations.

  • Conduct quarterly business reviews and data-driven check-ins to demonstrate impact and align on goals.

  • Identify growth opportunities and partner with Business Development to expand client engagements.

  • Act as the liaison between clients, instructors, and internal teams to ensure a high-quality experience.

  • Monitor account health, analyze usage data, and proactively address risks or roadblocks.

  • Collaborate with senior leadership to shape strategy and grow WSP’s footprint within the corporate vertical.

What We’re Looking For

  • 5+ years of experience in account management or customer success, preferably in B2B SaaS, professional services, or financial training.

  • Strong background or deep familiarity with financial services (investment banking, asset management, private equity, or corporate finance).

  • Proven success managing enterprise accounts with a focus on renewals, upselling, and long-term client growth.

  • Strong business acumen and ability to translate client needs into strategic solutions.

  • Excellent communication and relationship-building skills with senior stakeholders.

  • Comfortable working independently in a fast-paced, entrepreneurial environment.

  • Proficient in Salesforce or similar CRM platforms.

  • Highly organized with strong attention to detail and ability to manage multiple accounts.

  • Based in New York City (required).

Compensation

  • Base salary: $130,000

  • Bonus potential based on performance and company targets

Core Competencies

  • Teamwork: Collaborates effectively across departments.

  • Integrity: Operates with transparency and accountability.

  • Ownership: Takes initiative and follows through on commitments.

  • Curiosity: Eager to learn and improve continuously.

  • Results-Oriented: Focuses on impact, not just activity.

What We Offer

  • A dynamic, high-growth culture with opportunities for advancement.

  • Full benefits package (medical, dental, vision).

  • Unlimited PTO and remote flexibility.

  • 401(k) plan.

  • Paid parental leave.

  • Stipend to set up your home office.

  • Mission-driven leadership and a supportive, collaborative team.

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