Customer Success Manager

Posted Yesterday
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New York, NY, USA
In-Office
50K-125K Annually
Mid level
Fintech • Cybersecurity
The Role
Manage a portfolio of B2B SaaS accounts to drive adoption, retention, and expansion. Build relationships, run 90-day onboarding, monitor usage and health scores, surface expansion opportunities, lead business reviews, and translate customer needs into product feedback and repeatable CS playbooks.
Summary Generated by Built In

Liminal is the intelligence platform for the people building and buying the technology that keeps the digital economy safe. Our platform delivers AI-powered solutions that empower customers to assess, interpret, and respond to global market shifts, critical events, and regulatory developments. We are a Series A company of about 60 people.


The Role

Your job is to help our customers get the most out of verified, actionable intelligence tailored to their markets and problems. As a CSM, you own a portfolio of accounts and make sure each customer is using the platform to answer the questions that matter to their business, whether that's a game plan refresh, a battle card update, or a session with Coach AI.


That means understanding each customer's market, their workflows, and what they need to act on. When usage slows, you identify the cause and address it well ahead of the renewal. You will work with the Chief Operations Officer to build the core CS motions: the 90-day onboarding program, health scoring, adoption milestones, and expansion triggers.

What You'll Do
  • Own a portfolio of new and existing accounts as a trusted advisor and build durable, multi-threaded relationships that grow across each customer's teams
  • Lead the day-to-day relationship, coordinating across Liminal's advisory, research, product, and sales teams to bring the right people and the right intelligence to each customer
  • Partner with customers to turn their market questions into real business outcomes, running game plan refreshes, battle card updates, and Coach AI sessions
  • Demonstrate the platform's depth as customer needs evolve, surfacing use cases across our six markets they haven't yet tapped and connecting new capabilities to live problems on their desk
  • Own credit consumption, adoption, and renewal health for a portfolio of accounts in the $50K–$200K range
  • Run a 90-day onboarding that takes new customers from platform access to confident, habitual use
  • Monitor usage patterns and flag tier upgrade opportunities (Single Market to Multi-Market) to the COO and Sales
  • Watch for early churn signals such as slowing credit consumption, dormant users, and stalled workflows, and intervene with a clear plan
  • Lead recurring business reviews that tie customer goals to platform outcomes and usage data
  • Drive activation across multiple stakeholders in each account, not just the original champion
  • Be the voice and champion for your customers internally, bringing their needs and issues to the Product team to improve value
  • Keep account data current in HubSpot: health scores, usage signals, and expansion indicators
  • Turn what works into playbooks, enablement, and repeatable CS motions the whole function can run
What We're Looking For
  • 3+ years of professional experience in customer-facing roles, including 2+ years as a Customer Success Manager in B2B SaaS
  • Maniacal commitment to customer experience: you sweat the details of every interaction and measure yourself by whether the customer actually succeeded, not whether the task got done
  • Experience with usage-based, consumption, or credit-based commercial models
  • Retention and expansion outcomes you can speak to specifically
  • Comfort with data: you can read usage patterns, spot leading indicators of churn, and segment accounts by behavior
  • Comfortability working with the latest AI models including connectors, MCP services, advanced configurations.
  • Experience managing stakeholders from analysts to executives in enterprise accounts
  • Familiarity with at least one of our six markets
  • Experience at an early-stage company where you helped build processes
  • Able to work hybrid from our Union Square office
What We Offer
  • $95,000–$125,000 base salary plus performance bonus tied to NRR and consumption metrics, and equity
  • The chance to help build the CS function and its playbooks
  • Medical, dental, and vision coverage; 401(k); flexible PTO
  • Hybrid work based in Union Square, NYC

Skills Required

  • 3+ years of professional experience in customer-facing roles
  • 2+ years as a Customer Success Manager in B2B SaaS
  • Experience with usage-based, consumption, or credit-based commercial models
  • Retention and expansion outcomes you can speak to specifically
  • Ability to read usage patterns, spot churn indicators, and segment accounts by behavior
  • Comfortability working with the latest AI models including connectors, MCP services, and advanced configurations
  • Experience managing stakeholders from analysts to executives in enterprise accounts
  • Familiarity with at least one of the company's six markets
  • Experience at an early-stage company where you helped build processes
  • Experience keeping account data current in HubSpot
  • Able to work hybrid from the Union Square, NYC office
  • Maniacal commitment to customer experience (strong customer obsession)
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The Company
HQ: New York, NY
28 Employees
Year Founded: 2016

What We Do

Liminal is a boutique strategy advisory firm serving digital identity, fintech, and cybersecurity clients, and the private equity / venture capital community. Since 2016, we have offered objective, high-impact strategic advice, and analytical services, helping to support clients in crucial business decisions at all stages of the product and business lifecycle. We’ve advised many of the world’s most innovative business leaders, investors, and government officials on building, buying, and investing in the next generation of integrated digital identity platforms and technologies. As a result, our clients trust us to set strategic direction in light of radically evolving ecosystem dynamics, pursue new growth strategies, capitalize on M&A opportunities, and optimize deal flow. We see the solutions to these complex digital challenges not as a ‘what’ but as a ‘how.’ We don’t just tell you about the destination, we show you how to get there.

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