{"id":2564590,"url":"https://alion.io/job/safplatform-client-success-manager","title":"Client Success Manager","company":{"id":4414900,"name":"Subscribeplatform","domain":"subscribeplatform.com","url":"https://alion.io/company/subscribeplatform","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Breezy","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"middle","employment_type":"full_time","work_mode":"on_site","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":null,"salary_estimate":{"min_usd":53000,"max_usd":121000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":565},"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2025-08-26T23:34:03Z","employer_posted_date":"2025-08-26","last_verified_at":"2026-10-15T11:39:02Z","board_verified":true,"closed_at":null,"days_open":414,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":414},"description":"Who We Are\nSUBSCRIBE is an enterprise software solution providing electronic subscription document technology and an order management system for alternative product transactions.\nOur technology allows allocators, sponsors, and service providers to digitize the entire onboarding, investment, and reporting process for alternative investments. Through our open-architecture platform, all stakeholders are easily connected to a central venue allowing for collaboration that reduces errors, saving time and money.\nOur mission is to give our clients control and reduce friction for a very painful investment process through the use of our platform.\nThe Role\nSUBSCRIBE is a small but growing team - as a new member you will have the opportunity to have direct influence on the decision making and execution of large pieces of the product. In addition, you will help set standards and develop best practices as our application and team grow. Your daily responsibilities may include:\nRequirements\nWork with clients through the onboarding process from initial usage to full platform adoption.\nProduce and track KPIs related to client satisfaction, platform usage, and success indicators.\nConduct platform demos, teach-ins, training sessions, and build platform resources to maximize user experience.\nCollaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.\nPossess in-depth understanding of the platform to lead and/or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing and rollout.\nManage the overall platform experience for existing clients including maximizing their consumption of the platform.\nManage key client accounts and identify new opportunities to expand the existing relationship.\nPartner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients.\nQualifications\n3+ years of experience in a client facing role working in a bank focused on alts allocation or distributions of closed end private funds.\nDetermined, dedicated, and ambitious professional - Recognized by management for a strong work ethic and attention to detail - Proven ability to lead and execute multiple projects within critical deadlines.\nAbility to manage complex client relationships as single point, organize client requests, manage the follow-up, and generally focus on client success.\nAbility to teach and manage others that are also managing clients and operational support tasks.\nSelf-starter seeking to put their own fingerprint on an exciting financial technology business - hungry to learn a lot and seek accountability and ownership of processes and initiatives.\nAdvanced MS Excel, PowerPoint, Adobe, general technological literacy (coding knowledge not necessary).\nBachelor's degree in Finance or similar field.","description_format":"text","description_chars":2897,"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":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-10-14T21:40:11Z"}],"visa":[],"liveness":{"score":6,"band":"cold","label":"Long shot","p_open":1,"p_active":0.221,"p_room":0.28,"age_days":414,"expected_fill_days":33,"reasons":["conf:3","win:tail","crowd:"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/safplatform-client-success-manager","json_url":"https://alion.io/job/safplatform-client-success-manager.json","meta":{"generated_at":"2026-10-15T15:04:40Z","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":23025,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"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":4414900},"rest":"https://alion.io/mcp/rest/get_company?id=4414900"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fsafplatform-client-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%2Fsafplatform-client-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%2Fsafplatform-client-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/safplatform-client-success-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fsafplatform-client-success-manager"}]}