Customer Success Manager

Sentieo, New York


Sentieo provides analysts, researchers, and corporate executives with the first  AI-powered research platform that supports the entire investment workflow. Armed with an intelligent and collaborative approach to investment research, hedge funds, investment firms, and corporations can outperform the market and gain a competitive edge. With more than 1,000 global customers including 800 institutional investment firms and Fortune 500 corporations, Sentieo empowers the world’s investment teams to make intelligent decisions.


The Customer Success Team is the key liaison and point of contact for Sentieo users; from top asset managers and Fortune 500 corporations, to consultants and serious individual investors. Your team is obsessed with ensuring that our users are able to easily leverage and navigate through the Sentieo platform successfully, by continuously driving value for our clients with each interaction. From seamless onboarding, to 24/7 customer service and customer advocacy, to driving contract renewals and upsell campaigns, the Customer Success Team spearheads the happiness and success of all Sentieo users.

The success of both our clients and Sentieo is heavily dependent on your ability to help our users to make better decisions in less time through our platform. As a Customer Success Manager, you’ll be in the unique position of guiding our clients through an improved method of accessing information and data via Sentieo. With your initiative of and contribution to the Customer Success Team, Sentieo will continue to grow into the leading equity research platform for finance professionals.

This is a remote position based out of the New York, NY.


  • Developing a strong understanding of the Customer Journey within Sentieo to drive more value for our clients
  • Managing a book of business, overseeing renewals and closing upsells
  • Building clear learning plans for a wide array of clients and use cases
  • Performing our onboarding process while working with our team to continually improve and refine our customer onboarding experience
  • Identifying common customer challenges to help us build better solutions and processes
  • Partnering closely with our Product and Sales teams to explain our customers’ needs and shaping our product to meet them
  • Generating customer references and case studies


  • 3-5 years of experience in customer success, strategic consulting, or project management role
  • Experience overseeing the full lifecycle of strategic projects
  • Ability to interface with multiple internal and external business units in an organized way
  • Self-motivated, proactive team player with a natural curiosity and passion for learning
  • Strong interpersonal skills and experience building relationships
  • Ability to deal with high-pressure situations with poise, diplomacy, and tact
  • Consistent track record of highly professional customer service in a fast-paced, dynamic environment
  • Highly process-oriented mindset, with a love of telling stories with data
  • Excellent ability to empathize and identify with customer needs to solve their problems


  • Background in finance (buy-side or sell-side), and/or background in financial services
  • Interest in personal investing
  • Client-facing background
We believe that competitive benefits are an important investment in our people and culture. In addition to joining a passionate and collaborative team culture, your perks and benefits include:

Full suite of health benefits (medical, dental, vision), including fertility options
Ancillary benefits, including 401(k), HSA/FSA programs, HealthAdvocate, OneMedical, TelaDoc, Talkspace, and Commuter Benefits 
Life Insurance, Long Term Disability and Accidental Death offered at no cost to you!
$1,000 annual stipend for professional and personal development
$200 stipend to set up your home office when you first start 
Company stock options
Unlimited PTO

Stocked snack cabinet and monthly team bagel breakfast
Centrally located office
Flexible work schedule to accommodate you/your family needs 
Quarterly departmental events and company-wide activities for global team networking   
Weekly team stand ups and monthly virtual team gatherings
Comprehensive onboarding program with a live CEO meet + greet
Fun--and useful--swag!

Our company values diversity and believes diverse teams make innovation possible. We work on complex, difficult problems with no linear or clear solutions. We believe that a diverse team can bring different perspectives and approaches, and whose experiences reflect the full set of clients we seek to serve. As such, Sentieo is committed to a diverse representation among our employees.

About Sentieo

We set out to build Sentieo to help you find an edge. As former hedge fund analysts, we are very familiar with the challenge of digging through an inhuman amount of information to find that one key data point that makes or breaks your investment thesis. With new datasets appearing daily, your job as an investor continues to grow more challenging and complex. This is why we built Sentieo. Sentieo is a financial data platform underpinned by the latest search technology. We overlay search, collaboration and automation on key aspects of an analyst's workflow so that you can spend less time searching and more time analyzing. Don’t take our word for it. We would love nothing more than to show you what we have built.


Want to learn more about Sentieo? Visit Sentieo's website.