Customer Success Manager
6 hours ago
altshare – Leading the Equity Management Revolution
altshare delivers advanced, regulation-ready solutions for Equity Management, Trustee Services, Stock Administration, and Compensation Plans.
With 3,000+ companies, 150 venture capital firms, and over 120,000 beneficiaries worldwide, altshare is recognized as a trusted industry leader.
Powered by the altshare Platform, our ecosystem provides a unified, end-to-end infrastructure that simplifies complex equity operations, ensures multi-jurisdiction compliance, and supports founders, finance teams, and organizations at every stage of growth.
We're Hiring: Customer Success Manager
A unique opportunity to
build and lead
the Customer Success function from the ground up.
This role blends strategic ownership with hands-on work — building processes, designing methodologies, and shaping the operational backbone that will support altshare's global scale.
You'll work directly with customers while partnering closely with Product, R&D, Operations, Valuation, Trust, and Support teams to deliver an exceptional customer experience.
What You'll Do
- Build the Customer Success function from scratch: workflows, methodologies, playbooks, and performance standards.
- Own the full customer lifecycle: onboarding, product enablement, training, engagement, and long-term relationship management.
- Define, monitor, and optimize KPIs (retention, onboarding time, adoption, satisfaction, SLA performance, etc.).
- Develop and enforce operational controls ensuring quality, documentation accuracy, and process integrity.
- Train, guide, and mentor employees; build clear materials and internal knowledge frameworks.
- Collaborate cross-functionally with key teams to refine workflows and improve customer outcomes.
- Manage relationships with strategic customers, including senior executives.
- Identify opportunities for product and process improvements based on customer insights.
- Drive renewals and expansion opportunities to deepen customer engagement.
What We're Looking For
- 5+ years of experience in B2B Customer Success.
- Proven track record of building processes or structures from the ground up.
- Strong training, coaching, and mentoring capabilities.
- High operational discipline; comfortable with KPIs, dashboards, and control mechanisms.
- Ability to understand complex solutions — fintech or regulated environments are a strong advantage.
- Excellent communication skills with the ability to work with both C-level executives and end users.
- A proactive, ownership-driven, hands-on mindset with strong attention to detail.
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