Client Success Manager – Partnerships

CFRA Research

. Directly manage a handful of smaller distribution-partner relationships, including end-to-end communication and scheduling.

Posted 10/22/2026full-timeRemote • United StatesJunior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Customer Success and Account Management, with a strong focus on relationship management and partner engagement. Proficient in CRM tools like Salesforce and advanced Excel functionalities to analyze and manage partner data effectively.

Highest-signal resume keywords

Customer Success ExperienceAccount Management SkillsCRM Proficiency (Salesforce)Advanced Excel SkillsRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessAccount ManagementData AnalysisProblem-SolvingRelationship Management

Soft Skills

Collaborative Work EthicExcellent Communication SkillsAttention to DetailOwnership and AccountabilityCustomer-Centric Mindset

Tools & Technologies

SalesforceExcel

Industry Keywords

Financial ServicesFinancial DataResearch Environment

About the role

Key responsibilities & impact

Directly manage a handful of smaller distribution-partner relationships, including end-to-end communication and scheduling.
Develop a deep understanding of each partner’s goals, packages, pricing, and use of the company’s services.
Serve as the product expert for the partner base, driving adoption of products and services with partners.
Partner with the Partnerships lead to build and maintain centralized account information, including licensed products, renewal dates, and current spend.
Monitor usage data to support partner-led adoption and ensure usage aligns with contracted terms.
Maintain accurate records of partner accounts, contacts, and interactions.
Assist with inbound product, research, and issue-related questions from partners.

Requirements

What you’ll need

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

Comp & perks

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