Customer Success Manager

Location: New York

Salary: $112,500 per year + Commission

Working Pattern: Hybrid (2 days WFH, 3 days Office)

SPS by With Intelligence is an award-winning provider of market intelligence for the M&A community. We help our private equity, corporate development, lender, and advisory clients navigate the competitive and opaque world of M&A deal origination to prioritize relationships, streamline internal processes, and improve overall firm performance.



The Role:

• Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients.
• Communicating the SPS solution and articulating how the portal transforms deal sourcing for private equity and other M&A participants.
• Understanding your clients’ requirements and industry challenges and being their trusted advisor and post-sales success leader.
• Creating account specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts.
• Ensuring full adoption of the SPS portal across your clients’ organizations and maximizing value for them to secure year on year retention.
• Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success.
• Developing a thorough understanding of the SPS solution and M&A/Private Equity landscape.

• 3 years plus experience as a Relationship Management or Customer Success Professional with onboarding/implementation responsibilities, or as a Consultant with a SaaS provider – ideally with a finance focus.

• Excellent communication and interpersonal skills, with the ability to work closely with clients and cross-functional teams.
• Strong problem-solving skills and attention to detail.
• Willingness to work some later hours to accommodate US based clients.
• Prior knowledge of the M&A and Private Equity landscape a big plus.

• 24 days PTO and bank holidays
• Excellent commission structure
• Enhanced parental leave
• Wellness days and incentives
• Matched 401k
• Health and dental plans
• Birthday day off
• Employee assistance program
• Travel loan scheme
• Charity days
• Breakfast provided in the office
• Social events throughout the year