The Role
Manages a portfolio of distribution partners in financial services, supporting communication, product adoption, account records, usage monitoring, renewals, compliance, and partner growth. The role serves as a product expert, answers partner questions, maintains accurate CRM and account data, and collaborates with the Partnerships lead to support larger accounts and ensure successful content distribution.
Summary Generated by Built In
The Client Success Manager, Partnerships supports our network of distribution partners within the financial services sector, including resellers, data vendors, and platform providers. Rather than working with direct end clients, you will manage a portfolio of smaller partner relationships and partner with the Partnerships lead to keep our larger accounts running smoothly. You will develop deep knowledge of each partner’s setup, maintain accurate account and usage records, and help ensure seamless content distribution, compliance, and growth. This role is a good fit for a proactive, detail-oriented team player who thrives on a small team.
Key Responsibilities
- At the direction of the Partnerships lead, directly manage a handful of smaller partner relationships, including end-to-end communication and scheduling.
- Develop a deep understanding of each partner, including their goals, packages and pricing, and how they use and benefit from our services.
- Serve as the product expert for your partner base, driving adoption of our products and services in collaboration with partners.
- Partner with the Partnerships lead to build and maintain centralized views of account-level information, such as licensed products, renewal dates, and current spend.
- Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms.
- Maintain accurate, up-to-date records of partner accounts, contacts, and interactions
- Serve as the product expert for services within your client base.
- Assist with inbound product-, research-, and issue-related questions from partners.
Skills, Knowledge and Expertise
- 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
- 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
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
About
CFRA is a global leader in independent investment insights and data analytics. With a heritage dating back to the 1920s, we provide actionable analytics through a multidisciplinary approach—including forensic accounting, fundamental, and policy research.Our team of over 90 global analysts provides in-depth qualitative research on 1,600+ companies and 34,000+ funds, quantitative research on over 20,000 global companies. Headquartered in the US with a significant presence across Europe and Asia, CFRA serves over 2,000 clients. We remain committed to providing the independent, differentiated analysis our clients need to make superior investment and business decisions.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Skills Required
- 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
- Hands-on experience with CRM tools, preferably Salesforce
- Proficiency in Excel, including pivot tables, VLOOKUP/XLOOKUP, filtering, sorting, organizing, analyzing, and reconciling large datasets
- Collaborative work ethic and goal-driven approach
- Excellent written and verbal communication skills with strong attention to detail
- Strong relationship management skills and ability to build long-term business relationships
- Ownership and accountability, with ability to work independently and follow through on commitments
- Customer-centric mindset and passion for helping clients succeed
- Ability to prioritize tasks and manage multiple client requests
- Strong problem-solving skills and proactive approach to addressing client challenges
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The Company
What We Do
CFRA is a global leader in financial intelligence solutions and insights. Our experienced team of experts delivers timely and actionable analysis across global markets and multiple research disciplines, ensuring you always have our most up-to-date views, analysis, and data at your fingertips so you can make smarter and faster decisions. Founded as the Center for Financial Research and Analysis in 1994, today our company is simply known as CFRA. Our proprietary approach blends a unique mix of fundamental equity, forensic accounting, fund, public policy and technical research with data, analytics and next-gen technology to arm clients with the financial intelligence required to meet their business and investing goals. We are fiercely independent, we are client obsessed, and our mission is simply to be the most trusted global source of independent financial intelligence and innovation.
