Senior Private Equity Customer Success Manager

On-sitePosted July 21, 2026

About the role

Own and manage portfolios of existing Private Equity Firm customers
Drive product adoption and value realization; collaborate with Sales to drive cross-sell opportunities and ensure renewals
Build deep relationships with PE decision-makers and advocates

On-sitePosted July 21, 2026

Own and manage portfolios of existing Private Equity Firm customers
Drive product adoption and value realization; collaborate with Sales to drive cross-sell opportunities and ensure renewals
Build deep relationships with PE decision-makers and advocates

Develop account plans and success metrics aligned to client goals

Coordinate with Product, R&D, Legal, Finance, Marketing, and Support to influence roadmap and resolve issues

Monitor account health with data-driven insights and proactively identify expansion opportunities

5+ years of enterprise client-facing experience; background in Private Equity or Venture Capital preferred
Strong communication, negotiation, and advisory-sell skills; ability to present to sophisticated investors
Proven track record in managing strategic accounts, renewals, and expansions
Diplomatic under pressure with ability to manage difficult conversations and preserve relationships
Proactive, organized, and detail-oriented; comfortable in fast-paced environments
Tech-forward with proficiency in leveraging AI tools to optimize workflows and analyze data
Equity for all full-time roles; exceptional benefits; commissions plans where applicable
$153,850 - $181,000 OTE in San Francisco, CA & New York City, NY

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