Customer Success Manager
Northeast - Boston, NYC (Hybrid)
OnCorps is building AI-powered agents for the world's largest asset managers and fund administrators to reduce operational complexity. We're the leading agentic AI platform for fund operations, delivering intelligent exception resolution for clients representing $13 trillion in assets.
Backed by a recent $55 million investment from Long Ridge Equity Partners, we're in growth mode and looking for exceptional talent to help us scale. With new leadership from BlackRock and a proven platform built over a decade, our team is shaping what AI-first operations will look like across capital markets.
At OnCorps, you'll work alongside a team that's redefining what's possible in capital markets technology, while collaborating closely with leadership in a fast-moving, high-agency environment.
The Opportunity
As a Customer Success Manager, you will serve as the trusted partner and strategic advisor to our enterprise clients. This is an entrepreneurial opportunity to shape how the world’s leading asset managers and global financial institutions evolve their operations, client experiences, and adoption of advanced AI-first solutions.
By owning key account relationships, maintaining long-term strategies, and executing strategic growth plans, you will directly drive OnCorps' post-implementation success and account expansion. If you are growth-minded, energized by navigating complex institutional landscapes, building trusted C-suite relationships, and translating cutting-edge technology into high-impact business outcomes, this role offers a platform to significantly scale both our business and your career.
Key Responsibilities
- Account Relationships & Expansion: Serve as the primary owner of account relationships, focusing on strategic alignment, account growth, and upsell opportunities.
- Strategy & Support: Responsible for building and maintaining long-term account strategies and providing cross-product support to clients.
- Cross-Functional Collaboration: Partner with Product, Marketing, Delivery, and Engineering to advocate for client needs, refine value propositions, and align our product roadmap with client success.
- Implementation Hand-Off: Collaborate with Solutions Engineers to oversee and ensure smooth client onboarding, implementation scoping, and post-go-live delivery.
- Account Planning: Develop and execute strategic account plans to ensure client retention and maximize expansion and demonstrating client value.
- Operations & Metrics: Build and adhere to customer success metrics, maintaining up-to-date client health records, milestones, and expansion pipelines within our CRM platforms (HubSpot and Gong).
- Executive Insights: Deliver comprehensive, data-driven insights on client health, product adoption, and account growth directly to the senior leadership team.
- Industry Expertise: Stay ahead of market trends, regulatory changes, and client needs within the investment management and middle-to-back office space
What We’re Looking For
- 8+ years of experience in Customer Success, Relationship Management, or Account Strategy in investment operations technology or financial services.
- Strong domain expertise in investment management middle and/or back-office solutions or closely related areas (e.g., fund accounting, financial/regulatory reporting, investment operations reconciliations).
- Proven track record of managing high-value institutional accounts, achieving retention targets, and driving account growth/expansion.
- Ability to engage and influence senior executives and C-suite stakeholders with credibility.
- Strategic mindset with the ability to translate client operational challenges into technical solutions and growth opportunities.
- Understanding of relevant financial market regulations.
- Experience in or eagerness to leverage AI tools to automate and scale operations.
- Excellent communication, presentation, and negotiation skills.
- Executive presence and strong interpersonal skills.
Apply today and be a part of the future of financial services technology!
OnCorps LLC is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, pregnancy, age, marital status, veteran status, or disability status. We provide reasonable accommodations for persons with disabilities. Applicants with equal employment opportunity questions should contact OnCorps at [email protected] or (617) 286-4448. Retaliation against applicants raising EEO issues is prohibited.
Skills Required
- 8+ years in Customer Success, Relationship Management, or Account Strategy in investment operations technology or financial services
- Domain expertise in investment management middle and/or back-office solutions (fund accounting, reconciliations, regulatory reporting)
- Proven track record managing high-value institutional accounts and driving retention and expansion
- Ability to engage and influence senior executives and C-suite stakeholders
- Strategic mindset to translate operational challenges into technical solutions and growth opportunities
- Understanding of relevant financial market regulations
- Experience in or eagerness to leverage AI tools to automate and scale operations
- Excellent communication, presentation, negotiation skills and executive presence
- Experience maintaining customer success metrics and client records within CRM platforms (HubSpot and Gong)
What We Do
At OnCorps, our mission is to elevate work and performance by applying AI to handle predictable and laborious calculations, decisions, and tasks. We provide advanced AI solutions to the financial services industry. Our system has substantially reduced manual work, errors and risk. We solve problems with cross-disciplinary teams, from top-tier research universities and consultancies with industry, data science, and computer science expertise. Our pioneering algorithms have shown dramatic results. Our operational AI systems have reduced labor costs by over 90 percent. Our algorithms have identified millions in errors. And our forecasting systems have consistently beaten client forecasts. Our success has led to strong demand, attracting clients with over $9 trillion in assets under management - 20 percent of the global mutual fund industry. Our innovative algorithms have earned us the 2019 NOVA Award by NICSA and the 2019 Fintech Breakthrough Award for best banking infrastructure software. Our business model has also achieved breakthrough results. We have consistently designed and deployed complex AI solutions in less than 100 days. We do this by leveraging state-of-the-art cloud technologies to design workflows, train algorithms, and integrate with legacy systems. Expert, cross-disciplinary teams deploy these technologies rapidly. In all cases, our clients have paid no external consulting fees nor required internal technical team support. We believe results from AI can only be achieved by providing constant, high-end support. We provide process, algorithm, and systems support delivered by the same team that designed the solution. This simple difference reduces significant inefficiencies and elevates our service far beyond that of any other firm. We are committed to delivering to our clients the most cutting-edge solutions possible. To accomplish this, we work closely with scientific advisors from Yale, Harvard, and Oxford to formulate and test algorithms.
