Job summary
Job post source
This job is directly from Wall Street Prep
Job overview
The Customer Success Manager at Wall Street Prep will serve as a key point of contact for corporate clients, guiding them through onboarding and ensuring they achieve their goals with training solutions.
Responsibilities and impact
Daily responsibilities include managing client relationships, driving retention and expansion opportunities, leading onboarding efforts, conducting business reviews, and collaborating with internal teams to ensure client success.
Compensation and benefits
The position offers a base salary of $90,000 plus bonus, a full benefits package including medical, dental, and vision, unlimited PTO, remote work flexibility, a 401(k) plan, and parental leave.
Experience and skills
Candidates should have 2-3 years of account management experience, preferably in financial services, with strong skills in client retention, upselling, and using CRM platforms like Salesforce.
Career development
The role offers opportunities for professional growth within a dynamic startup culture, allowing employees to learn and take on new responsibilities in a high-growth environment.
Work environment and culture
Wall Street Prep fosters a fun, dynamic startup culture committed to inclusivity and professional development.
Company information
Wall Street Prep has been a leading provider of financial services training since 2004, equipping finance professionals with practical skills through classroom and online training programs.
Team overview
The Customer Success team is expanding, and the new hire will work closely with senior leadership, including the Chief Revenue Officer and Managing Director.
Job location and travel
The job is based in the New York City area, with remote work flexibility and an office located in Manhattan.
Unique job features
The role includes unique perks such as a stipend to set up a home office and a core values-driven leadership approach.
Company overview
Wall Street Prep is a leading provider of financial training programs designed for finance professionals and students. They specialize in offering self-study courses, live seminars, and customized corporate training in areas such as financial modeling, valuation, and Excel proficiency. The company generates revenue through course fees and corporate partnerships. Founded in 2003 by investment bankers, Wall Street Prep has established itself as a trusted resource in the finance industry, known for its practical, hands-on approach to financial education.
How to land this job
Position your resume to showcase your experience in account management, particularly focusing on renewals, upselling, and client retention, as these are critical for the Customer Success Manager role at Wall Street Prep.
Emphasize your background in financial services and your ability to develop account plans, manage renewal cycles, and proactively address client needs, as this aligns with the key responsibilities outlined in the job description.
Apply through multiple channels, including Wall Street Prep's corporate site and LinkedIn, to maximize your exposure and chances of landing an interview.
Connect with professionals in the Customer Success and Business Development divisions at Wall Street Prep on LinkedIn to inquire about the position. Potential ice breakers include asking about their experiences with client relationships or expressing your enthusiasm for the company's training solutions.
Optimize your resume for ATS systems by incorporating relevant keywords from the job description, such as 'account management,' 'client retention,' and 'financial services,' to increase the likelihood of passing initial screenings.
Remember that Jennie Johnson's Power Apply feature can streamline your application process by tailoring your resume, identifying the best application channels, and finding LinkedIn connections to network with, allowing you to focus on other aspects of your job search.
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