Experienced Customer Success Manager for Regulatory and Compliance Solutions – Leading Client Relationships and Driving Business Growth at blithequark

Introduction to blithequark Imagine being part of a dynamic team that empowers you to build a fulfilling career while bringing your authentic self to work every day. At blithequark, we are a values-driven organization that delivers innovative software and service solutions for essential financial reporting and capital markets transactions. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder, and Employee Satisfaction. Recognized for our commitment to employees' total wellbeing, we offer a flexible workplace, comprehensive benefits, and opportunities for professional growth, making us an ideal place to thrive. About the Role We are seeking a proactive and strategic Customer Success Manager to serve as a trusted advisor for our clients, leading them through the post-sales life cycle of adoption, optimization, and growth across our portfolio of regulatory and compliance solutions. As a key member of our team, you will partner with our Sales, Product, Services, and Support teams to drive adoption and build relationships that add value and increase customer satisfaction. If you are comfortable rolling up your sleeves and enjoy working in a fast-paced environment where you can make an immediate impact, this role is perfect for you. Key Responsibilities Own the post-sale client relationship and serve as a trusted advisor for assigned accounts, ensuring high levels of customer satisfaction and loyalty. Collaborate with Sales, Services, and Support to drive adoption, identify growth opportunities, and ensure alignment on customer strategy, leveraging your exceptional communication and project management skills. Monitor customer health metrics and proactively address issues, risks, or opportunities, utilizing your analytical mindset and problem-solving abilities. Lead quarterly business reviews (QBRs), feedback loops, and manage escalation paths for high-value accounts, demonstrating your ability to navigate complex customer relationships and communicate with senior stakeholders. Advocate for the voice of the customer internally, contributing to product feedback and process improvement, and using technological solutions (CRM, CSPs like Salesforce, Gainsight, etc.) to identify contacts, document activities, and track any issues or insights you uncover. Ability to travel for customer-facing meetings or internal events (~10-20%), ensuring you can build strong relationships with our clients and internal stakeholders. Essential Qualifications 5+ years of experience in Customer Success, Account Management, or related client-facing role, with a proven ability to manage complex customer relationships and communicate with senior stakeholders. Strong change management, project management, and organizational skills, with the ability to adapt and change with the needs of the organization and business. Effective, clear, and concise verbal and written communication skills, as well as strong presentation skills, enabling you to articulate value propositions and negotiate with clients. Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines, and maintaining a high level of productivity and attention to detail. Experience working in SaaS, FinTech, RegTech, or with Enterprise B2B software, with a strong understanding of the regulatory and compliance landscape. Preferred Qualifications Proficient using CRM and CS platforms (e.g., Salesforce, Gainsight, or similar), with the ability to leverage technology to drive customer success and growth. Results-driven, self-motivated, and able to work independently, with a strong desire to achieve exceptional results and exceed customer expectations. US East Coast (e.g., New York or Boston) based, with a strong network of contacts and relationships in the financial services industry. Familiarity with SEC filings, financial reporting, or regulatory technology solutions, with a deep understanding of the challenges and opportunities facing our clients. Experience working with legal, finance, or investor relations teams, with a strong ability to communicate complex concepts and ideas to non-technical stakeholders. Career Growth Opportunities and Learning Benefits At blithequark, we are committed to the growth and development of our employees. As a Customer Success Manager, you will have access to a range of training and development opportunities, including: Comprehensive onboarding program, designed to equip you with the skills and knowledge needed to succeed in your role. Ongoing training and development opportunities, including workshops, webinars, and conferences, to help you stay up-to-date with the latest industry trends and best practices. Mentorship and coaching, providing you with guidance and support to help you achieve your career goals. Opportunities for career advancement, with a clear path for progression and growth within the organization. Work Environment and Company Culture At blithequark, we pride ourselves on our dynamic and inclusive work environment. Our company culture is built on the values of teamwork, innovation, and customer focus, with a strong emphasis on employee wellbeing and satisfaction. As a member of our team, you can expect: A flexible and supportive work environment, with a range of benefits and perks to help you maintain a healthy work-life balance. A collaborative and inclusive team culture, with a strong focus on teamwork and communication. Opportunities to get involved in company-wide initiatives and projects, helping to drive innovation and growth across the organization. A commitment to diversity, equity, and inclusion, with a range of programs and initiatives to promote equality and fairness in the workplace. Compensation, Perks, and Benefits At blithequark, we offer a competitive compensation package, with a range of perks and benefits to help you thrive in your role. These include: Competitive salary and bonus structure, with opportunities for growth and development. Comprehensive benefits package, including health, dental, and vision insurance, as well as a range of other benefits to support your wellbeing. Flexible work arrangements, including remote work options and flexible hours, to help you maintain a healthy work-life balance. Opportunities for professional growth and development, with a range of training and development opportunities to help you achieve your career goals. Conclusion If you are a motivated and results-driven Customer Success Manager, looking for a new challenge and opportunity to grow your career, we encourage you to apply for this exciting role at blithequark. With our commitment to employee wellbeing, comprehensive benefits, and opportunities for professional growth, we offer a unique and rewarding work environment that will help you thrive. Don't miss out on this opportunity to join our dynamic team and contribute to our mission of delivering innovative software and service solutions for essential financial reporting and capital markets transactions. Apply now to take the first step in your new career journey!