The Role
Own technical customer success for private-markets software accounts. Serve as product authority, deliver hands-on training and data reviews, troubleshoot technical issues, monitor adoption and product health in the CRM, and collaborate with Account Managers, Product, Data, and Engineering teams. Drive client outcomes, product usage, feedback, and gross revenue retention.
Summary Generated by Built In
Eligible Locations: Toronto, Canada
Work Model: Hybrid, with occasional visits to local client sites.
CEPRES is the leading and fastest growing digital data
platform for private capital markets, encompassing portfolio management,
investment due diligence, portfolio forecasting and market research and deal
comps. Out clients include some of the World’s largest and most influential institutional
investors (LPs) and asset managers (GPs), as well as many service providers
such as banks, administrators, etc.
CEPRES is headquartered in Munich with North
American offices in New York, Denver, Chicago and Toronto. Our team is
incredibly diverse with over 20 nationalities globally. We value smart and
innovative people who also work effectively in a team environment and who are
global players.
The
Role
As a Customer Success Manager at CEPRES, you will serve as the deep product authority and technical enablement specialist for an assigned product line. This is a specialist role focused entirely on product depth, hands-on training, technical adoption, and data review. You will own the technical success of your assigned accounts, diving deep into data, delivering hands-on training, troubleshooting issues, and driving adoption. Working collaboratively with Account Managers and internal teams, you'll ensure clients maximize value from their investment in CEPRES.
Product Specialization Areas:
- Predictive Intelligence
- Portfolio Monitoring
- Due Diligence
- Market Intelligence
- DealEdge + DealForge
In this role, you will:
- Serve as the deep product authority for your assigned product line, ensuring full usability and adoption by every client on your book.
- Lead in-depth, technical training and hands-on data reviews with clients to ensure they understand and maximize product capabilities.
- Own resolution of technical escalations routed from Account Managers, diagnosing and resolving product issues independently.
- Partner with Account Managers to translate product expertise into tangible client outcomes and business value.
- Maintain CRM hygiene for your assigned accounts, logging adoption status, product health indicators (RAG), and actionable insights.
- Feed client feedback and feature requests back to the Product and Data teams to inform roadmap and platform improvements.
- Support adoption metrics and gross revenue retention (GRR) by ensuring clients actively use all purchased products.
Requirements
- Experience in private markets or financial services software. You understand the business context and can speak credibly about investment workflows and data needs.Deep familiarity with CEPRES products or comparable private-markets/financial data platforms. You understand what good data looks like and can train others to use complex datasets effectively.
- Strong analytical and data-review skills. You can review datasets, identify anomalies, validate data quality, and explain findings clearly to clients.
- Proven experience delivering technical training or product enablement. You have trained professionals on complex software tools and can adapt your approach to different learning styles.
- Comfort as a technical escalation point. You can diagnose product issues independently, troubleshoot bugs, and escalate to engineering when needed.
- A collaborative mindset and strong communication skills. This role partners closely with Account Managers, Data teams, and Product teams. You thrive in a team environment.
- Proactive problem-solver with strong attention to detail. You identify gaps in adoption early and take ownership of driving improvements.
Benefits
- Enhanced Career in Private Markets CEPRES
is at the top of the food chain for private markets data and solutions and
helping professionals in ways others haven’t even thought of. Be part of a
unique growth story and take on an exciting, challenging role in a dynamic
global environment.
- Culture that Drives Success We
are powered by core values that foster an entrepreneurial spirit, drive
results, and empower ownership. At our company, collaboration and mutual
support is at the heart of everything we do. Transparency in company
goals ensures you’re always part of the bigger picture.
- Commitment to Our People We
care deeply about our team, offering outstanding benefits and
opportunities to thrive in a diverse, inclusive, and international
workplace
- Compensation of Attractive Package that reflects your skills, contributions, and growth potential.
At CEPRES, we're committed to creating an inclusive environment
for all. We celebrate diversity and encourage applicants from all backgrounds,
experiences, and perspectives to apply.
Skills Required
- Experience in private markets or financial services software, with knowledge of investment workflows and data needs
- Familiarity with CEPRES products or comparable private-markets or financial data platforms
- Strong analytical and data-review skills, including identifying anomalies and validating data quality
- Experience delivering technical training or product enablement for complex software tools
- Ability to diagnose product issues, troubleshoot bugs, and escalate issues to Engineering when needed
- Strong communication and collaboration skills
- Proactive problem-solving ability and strong attention to detail
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
CEPRES is a leading platform for private market data and analytics, driving digital transformation for private market investment teams by providing real-time and predictive analytics.
