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Client Success Manager

Cognitive Credit - Remote, OR

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Job Description

This is an exciting opportunity at a Series B scale-up with growth potential for a leadership role in the U.S. Client Success team.You will play a very important role in supporting Cognitive Credit's growth in the U.S. by owning and growing a portfolio of existing accounts while nourishing the relationship with your stakeholders and ensuring that Cognitive Credit is seen as a trusted partner.About Cognitive CreditCognitive Credit develops advanced analytics software for global credit investors working with the world's leading investment banks, asset managers, and hedge funds. Our application automates the majority of credit analysts' workflow to free up institutional investors' resources and empower analysts to deliver better results. We are an energetic company that is growing quickly and we strive to be the must-have data analytics product for global credit investors.Primary Responsibilities:Own a portfolio of clients across Asset Management, Hedge Funds & Investment Banks from onboarding to renewal, with targets and KPIs for retention, engagement, and cross selling/upsellingOwn and nurture decision maker relationships ranging across Head of Fixed Income, Head of Research and Senior Partner/ PM profilesOwn client communication and resolve inquiries and escalations with autonomyOwn and run business reviews (EBR's) and other strategic meetings with clientsManage onboarding and some application training; conduct client demonstration sessions designed to address the individual needs of the user with a consultative approach to drive engagementWork collaboratively with senior management to strategise account retention and growth opportunitiesUncover and mitigate any risk that threatens clients' growth, satisfaction, or renewal; develop and execute risk mitigation plansTransform clients into evangelists to take part in fireside chats and case studiesBe the voice of your clients internally, driving product improvements and contribute to process creation and improvementsBe comfortable with engaging a broad set of stakeholders across the client lifecycleSkills and Qualifications:Experience working in high growth client facing teams with P&L targets that require initiative and resilienceIdeally, experience in Fixed Income/Credit markets as our users are mix of Credit Analysts, Traders & Portfolio ManagersSuccessfully managed end-to-end post sales client life cycles (onboarding - renewal/upsell/cross-sell)Cross team collaboration experience, working with sales, product and marketingExperience with the development, execution, and overview of account plans for clientsSuccess working in a fast-paced, multi-faceted and creative environment with a rapidly growing companyExcellent verbal and written communication skills and attention to detailExperience in successfully running and owning QBR's/EBR'sExperience with change managementSelf starter, driven and trustworthyUS Benefits20 days leave, with the ability to buy/sell up to 5 daysHealthcare - UHC 85% company contribution - 50% for dependentsDental - Guardian 85% company contribution - 50% for dependents401k - up to 6% matchingLocation:RemoteCognitive Credit is growing quickly and continually evolving. We expect roles will also develop and evolve. We are looking for entrepreneurial people who are excited to go the extra mile to help us succeed and, in return, we will do everything we can to help your growth and provide a supportive personal and professional work culture.We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Created: 2026-01-05

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