{"id":727074,"url":"https://alion.io/job/cmgx-customer-success-manager","title":"Customer Success Manager","company":{"id":673591,"name":"Capital Markets Gateway","domain":"cmgx.io","url":"https://alion.io/company/cmgx","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":83,"open_postings":3,"ghost_share":0,"stale_share":0.667,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-19T05:45:15Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"HubSpot","optional":true},{"name":"Jira","optional":true}],"status":"live","first_seen_at":"2026-08-07T12:12:24Z","employer_posted_date":"2026-08-07","last_verified_at":"2026-10-19T16:54:29Z","board_verified":true,"closed_at":null,"days_open":73,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":73},"description":"The Company\nCapital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by 25 investment banks and 135 asset managers representing over $40 trillion in AUM. For more information, please visit www.cmgx.io.\nThe Role\nCMG is seeking a self-motivated Customer Success Manager (CSM) to join our dynamic and fast-growing Customer Success team. We are looking for a proactive, strategic, and relationship-oriented professional with a passion for cultivating client relationships and driving client engagement. The CSM will own a dedicated portfolio of accounts, serving as the primary point of contact accountable for account health, adoption, and retention. This includes enabling successful onboarding and usage, identifyingwhitespace and expansion signals for Sales to pursue, and developing deep relationships with capital markets professionals.This role centers on proactive account ownership- ensuring successful enablement, healthy usage, and account retention for each account, shaping use cases, and delivering tailored solutions that protect account health, with responsive support as a complement. Strong account health is what sets the stage for renewal and future growth.\nThe successful CSM candidate will become an expert on the CMG platform to handle a vast range of client use cases and constantly drive the value proposition of the service by providing guidance and solutions to enhance their experience. The Customer Success group acts as the “voice of the customer” to advance the functionality of the CMG platform and is expected to be an excellent collaborator partnering with Sales, Product Management, and Engineering functions. CMG is transforming one of the most exciting sectors on Wall Street, delivering innovation to the equitycapital markets. We believe growth and customer success go hand in handand our team sits at the intersection of product, commercial strategy, and client impact.\nResponsibilities\nOwn a dedicated book of accountsand serveas the primary point of contact for account health, adoption,engagement,and retention\nProactively engage with clients to surface emerging needs, uncover new use cases, and drive adoption of CMG’s products\nBuild and drive account plans for your book of business focused on usage health and retention; surface renewal risk and expansion opportunities to Sales\nIdentifypatterns in client feedback to highlight product gaps, inform internal teams, and help shape CMG’s product direction\nDeliver high-touch service and foster strong client relationships that prioritize both responsiveness and long-term value\nDiagnose and resolve customer questions with a solutions-oriented mindset, offering creative workarounds when necessary\nBuild and maintaindeep understanding of the CMG platform to support a broad spectrum of customer workflows and opportunities\nIndependently manage fast-paced work as part of a Customer Success team\nMaintain a flexible and positive approach when navigating challenges\nContribute to strategic initiatives and special projects that improve the customer experience and strengthen overall team impact\nQualifications\n3-5 years of experience in a client-facing role, such as Customer Success, Sales, Account Management, or asimilarfunction,with a strong track recordof building relationships and delivering customer value\nPrior experience working in Fintech or within financial institutions is desired\nAbility to influence both technical and business audiences to improve the product by identifyingand documenting enhancements\nExceptional communication skills (both written and verbal) and the ability to interact with a wide range of audiences\nCuriosity and desire to learn quickly to develop domain knowledge\nKeen analytical and problem-solving skills\nAbility to multi-task balancing simultaneous customer issues\nComfortable working in a collaborative, fast paced team environment\nFlexibility for rotational coverage of non-peak hours\nB.S. in Finance, Economicsor similar business study\nNice to have\nExperience in the ECM space (Buyside or Sellside)\nExperience with Business Analytics\nProficient using CS related tooling - HubSpot, Jira, MixPanel, MSFT Office, etc\nEntrepreneurial mindset\nPositive, “whatever it takes” attitude\nPoliteness, fun-loving disposition, respect for others\nHow we’ll measure success\nSeat utilizationacross your book\nGross retention / churn\nActivation and onboarding completion rate\nAt-risk account reduction\nQuality and consistency of account plans and QBRs\nOur Values\nWe innovate with purpose\nWe focus on outcomes vs. output\nWe believe diverse and inclusive teams fuel innovation\nWe are humble yet candid\nWe do right by the customer\nWhat We Offer\nComprehensive benefits program (Medical, Dental & Vision) \nEquity \n401k company match \nFlexible Spending & Health Savings Account \nUnlimited PTO \nRemote work environment \nEducation reimbursement \nContinuous learning opportunities \nLife insurance \nEmployee referral bonus \nParental leave","description_format":"text","description_chars":5455,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Continuous learning","Equity","Life insurance","Parental leave","Unlimited PTO"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-09-11T08:42:08Z"}],"visa":[],"liveness":{"score":13,"band":"cold","label":"Long shot","p_open":1,"p_active":0.468,"p_room":0.28,"age_days":72,"expected_fill_days":31,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-10-19T05:45:15Z"},"pay":{"stated_usd_annual":110000,"is_top_pay":true},"html_url":"https://alion.io/job/cmgx-customer-success-manager","json_url":"https://alion.io/job/cmgx-customer-success-manager.json","meta":{"generated_at":"2026-10-19T19:05:56Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15067,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":673591},"rest":"https://alion.io/mcp/rest/get_company?id=673591"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcmgx-customer-success-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcmgx-customer-success-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcmgx-customer-success-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cmgx-customer-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcmgx-customer-success-manager"}]}