Customer Success Manager

Customer Success Manager

About Wall Street Prep (WSP)

Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world’s top investment banks, private equity firms, and Fortune 500 companies. Since 2004, we have equipped finance professionals with the practical skills needed to succeed in their careers through industry-leading classroom and online training programs.

We are proud to be an equal opportunity employer committed to fostering an inclusive work environment where all team members can thrive.

About the Role

Our Customer Success team is growing! We are seeking a detail-oriented and motivated Customer Success Manager to manage and grow a large portfolio of corporate clients. This role is ideal for someone with ~2 years of sales or client-facing experience who is looking to transition into a junior account management / customer success role and grow with a high-performing team.

You will manage approximately 150 active corporate accounts, with a primary focus on renewals and upsell opportunities, ensuring clients achieve ongoing value from WSP’s training solutions. You will work closely with internal stakeholders and senior decision-makers at global financial institutions and Fortune 500 companies to drive retention, engagement, and account expansion.

Key Responsibilities

• Serve as the primary relationship manager for approximately 150 corporate client accounts, ensuring long-term success and satisfaction.

• Own the renewal cycle, driving retention and identifying upsell and expansion opportunities within existing accounts.

• Lead client onboarding and ensure smooth implementation and adoption of WSP training solutions.

• Conduct regular check-ins and periodic business reviews to assess client needs, measure outcomes, and identify growth opportunities.

• Partner with Business Development to transition new clients post-sale and maximize early engagement.

• Act as a liaison between clients, internal teams, and instructors to ensure seamless service delivery.

• Monitor account health, usage, and key performance metrics to proactively address risks and opportunities.

• Maintain accurate account records, forecasts, and activity tracking in Salesforce or a similar CRM.

• Collaborate with senior leadership, including the Chief Revenue Officer and Managing Director, to support growth within the corporate client vertical.

What We’re Looking For

• ~2 years of experience in sales, account management, customer success, or a related client-facing role.

• Strong interest in growing into an account management / customer success career path.

• Highly organized with excellent attention to detail and the ability to manage a high volume of accounts effectively.

• Proven ability to manage renewals, identify upsell opportunities, and support revenue growth.

• Strong communication and interpersonal skills, with confidence engaging professional and senior-level stakeholders.

• Entrepreneurial, proactive, and comfortable working independently in a fast-paced environment.

• Experience using Salesforce or similar CRM tools preferred.

• Background or interest in financial services is a plus (investment banking, asset management, private equity, corporate finance).

• Based in the New York City area.

Core Competencies

• Organization & Detail Orientation: Ability to manage multiple accounts, timelines, and priorities with precision.

• Accountability: Ownership of renewals, upsells, and client outcomes.

• Teamwork: Collaborative approach with internal teams and leadership.

• Integrity & Transparency: Honest, ethical, and open communication.

• Results-Driven: Motivated by measurable success and continuous improvement.

• Humility: Willingness to learn, adapt, and grow professionally.

What We Offer

• A fun, dynamic startup culture with room for professional growth.

• Full benefits package, including medical, dental, and vision.

• Unlimited PTO to support work-life balance.

• Remote work flexibility with an office located in Manhattan.

• 401(k) plan.

• Parental leave.

• Home office setup stipend.

• Core values-driven leadership and opportunities to take on increasing responsibility in a high-growth environment.

Base salary range: $70,000–$90,000, plus bonus potential.

If you’re passionate about building strong client relationships, driving renewals and growth, and developing your career in account management, we’d love to hear from you!