Customer Success Manager

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Market context

U.S. role benchmark (BLS OEWS)

$78,856 U.S. median for this role

Projected growth (BLS Employment Projections)

+0.8% - Slower

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Customer Success From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Work mode

Onsite From the posting source checked Jun 20, 2026

In-office days

5 days From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

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Company

Company stage

Series A From the posting source checked Jun 20, 2026

Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Customer Success Manager New York City | OnSite ABOUT FINNY FINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don't exist, but because the right connections are hard to make when it matters. We're fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help. We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation-winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry. We're based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services. ABOUT THE TEAM The Customer Success team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY's CSM team, you'll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You'll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale. WHAT YOU'LL DO - Win customer relationships: Serve as the primary point of contact

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