Client Success Manager, Partnerships
Remote Worldwide Full-time Manager Customer Success
At a glance
Manager-level Customer Success role at CFRA Research. Remote · full-time.
Pay not stated Client Success Manager salary
RoleCustomer Success
SeniorityManager
LocationWorldwide
WorkplaceRemote
EmploymentFull-time
PostedOct 22, 2026
Role brief
remoteroles summary, based on the employer's posting.
What you'll do
- Handle day-to-day communication and scheduling for a small group of distribution partners, with guidance from the Partnerships lead
- Learn each partner’s objectives, service packages, pricing, and usage so you can explain how the offering supports them
- Help partners adopt the products and services, and answer incoming questions about products, research, or issues
- Keep partner records current and work with the Partnerships lead to track licensed products, renewals, and spending
- Review usage against contracted terms and support partner-led adoption
What you bring
- One to two years in customer success, account management, or another customer-facing partnership role
- Practical CRM experience, ideally with Salesforce
- Confidence using Excel features such as pivot tables, lookup formulas, and tools for sorting and filtering large datasets
Who this fits
This role suits someone who enjoys managing partner relationships, working carefully with account and usage data, and handling several requests at once. You’ll support distribution partners rather than direct end clients, and work with the Partnerships lead on larger accounts. The role is remote and calls for both independent follow-through and close collaboration.
From the employer
The Client Success Manager, Partnerships supports our network of distribution partners within the financial services sector, including resellers, data vendors, and platform providers. Rather than working with direct end clients, you will manage a portfolio of smaller partner relationships and partner with the Partnerships lead to keep our larger accounts running smoothly. You will develop deep knowledge of each partner’s setup, maintain accurate account and usage records, and help ensure seamless content distribution, compliance, and growth. This role is a good fit for a proactive, detail-oriented team player who thrives on a small team.
- At the direction of the Partnerships lead, directly manage a handful of smaller partner relationships, including end-to-end communication and scheduling.
- Develop a deep understanding of each partner, including their goals, packages and pricing, and how they use and benefit from our services.
- Serve as the product expert for your partner base, driving adoption of our products and services in collaboration with partners.
- Partner with the Partnerships lead to build and maintain centralized views of account-level information, such as licensed products, renewal dates, and current spend.
- Monitor usage data to support partner-led adoption efforts and ensure usage aligns with contracted terms.
- Maintain accurate, up-to-date records of partner accounts, contacts, and interactions
- Serve as the product expert for services within your client base.
- Assist with inbound product-, research-, and issue-related questions from partners.
- 1-2 years of experience in Customer Success, Account Management, or a partner-facing customer role.
- Previous experience in financial services, financial data, or a research environment is highly preferred.
- Hands-on experience with CRM tools, preferably Salesforce.
- Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, filtering and sorting large datasets), with comfort organizing, analyzing, and reconciling data.
- Collaborative work ethic and a goal-driven approach.
- Excellent written and verbal communication skills, with strong attention to detail.
- Strong relationship management skills, with the ability to build and maintain long-term business relationships.
- Ownership and accountability, with the ability to work independently and follow through on commitments.
- A customer-centric mindset with a passion for helping clients succeed.
- Ability to prioritize tasks and manage multiple client requests.
- Strong problem-solving skills and a proactive approach to addressing client challenges.
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