Customer Success Manager

Remote (U.S.-based) or New York City (Flexible Hybrid)

Customer Success Manager
Location: Remote (U.S.-based) or New York City (Flexible Hybrid)

About Wall Street Prep (WSP)
Wall Street Prep is the go-to training partner for the world’s top investment banks, private equity firms, Fortune 500 companies, and business schools. Founded by former investment bankers, we deliver practical, real-world financial training that bridges the gap between theory and the demands of the job.

Backed by private equity and growing rapidly, WSP is revolutionizing how finance professionals learn—through immersive in-person workshops, on-demand courses, and AI-powered tools.

We’re proud to be an equal opportunity employer committed to fostering an inclusive, high-performance culture where everyone can thrive.

About the Role
Are you a relationship-driven problem solver who thrives in fast-paced, high-impact environments? Do you enjoy working with leading global institutions and helping them unlock real value? If so, Wall Street Prep is looking for a Customer Success Manager to join our growing team.

In this strategic, client-facing role, you'll manage and grow key enterprise relationships across the financial services and corporate landscape. From onboarding to renewal, you'll be the face of WSP for our corporate clients—ensuring they achieve maximum value from our training solutions and helping to drive long-term partnerships.

This role can be fully remote (U.S.-based) or based out of our NYC office with a flexible hybrid schedule.

What You’ll Do

  • Own and manage a portfolio of corporate clients, serving as their strategic partner and main point of contact

  • Lead onboarding and implementation of training programs to ensure seamless delivery and high adoption

  • Build long-term client relationships by delivering proactive support and driving measurable outcomes

  • Conduct quarterly business reviews and data-driven check-ins to showcase ROI and align on goals

  • Identify growth opportunities and collaborate with Business Development to drive upsells and renewals

  • Coordinate with instructors, sales, and product teams to deliver a best-in-class customer experience

  • Monitor account health, track engagement metrics, and mitigate risks before they impact satisfaction

  • Help shape our corporate success strategy and contribute to the overall growth of the business

What We’re Looking For

  • 5+ years of experience in Customer Success or Account Management, ideally in B2B SaaS, professional services, or training

  • A strong understanding of financial services (investment banking, private equity, asset management, or corporate finance)

  • A proven track record of managing enterprise accounts and delivering on retention and expansion goals

  • Outstanding communication and stakeholder management skills, including experience working with senior executives

  • A proactive, problem-solving mindset and ability to work independently in a fast-moving, entrepreneurial setting

  • Proficiency with CRM tools like Salesforce and comfort using data to drive decisions

  • Strong organizational skills and the ability to manage multiple priorities effectively

  • Location: U.S.-based; NYC preferred but not required

Compensation

  • Base Salary: $130,000

  • Bonus: Performance-based bonus potential aligned with individual and company targets

Core Competencies

  • Teamwork: You work cross-functionally and value collaboration

  • Integrity: You operate with transparency and a client-first mindset

  • Ownership: You take initiative and see things through

  • Curiosity: You’re always learning and evolving

  • Results-Oriented: You focus on meaningful impact, not just activity

What We Offer

  • A dynamic, mission-driven culture with significant room for growth

  • Competitive health, dental, and vision benefits

  • Unlimited PTO and flexible remote work options

  • 401(k) plan with company match

  • Paid parental leave

  • Home office stipend

  • A collaborative, supportive team and a chance to shape the future of finance education

Ready to Join Us?
If you're passionate about client success and excited to make a real impact in the world of finance education, we’d love to hear from you.

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