About the role
Who We Are Maybern is transforming the way private fund managers effectively manage their funds through cutting edge technology. Maybern is founded by top engineering experts with deep knowledge of the fund management space. Private funds manage $15T in capital and are growing at 20% YoY, but with increasing regulatory scrutiny and investor demands for transparency, the need for world class software to help private fund CFOs is crucial. This is where Maybern comes in. We are equipping fund managers with intuitive, flexible fund management software, enabling private investment managers to focus on what they do best: driving returns for their investors. We are backed by leading venture capital firms and a large number of strategic investors. Maybern is an NYC based company with a strong in-office culture to drive collaboration, and we are looking to make strong additions to our team.
What We're Looking For As a Senior Client Success Manager on Maybern's Client Success team, you'll play a pivotal role in owning and elevating the post-sale client experience. From go-live through value realization, renewal, and expansion, you'll take ownership of the client relationship, drive long-term strategic growth, and ensure clients realize the full value of Maybern. This role blends deep financial acumen, executive relationship management, product fluency, and a sophisticated understanding of operational change management. We're looking for someone with a background in finance who thrives on building relationships, coaching clients through complex reporting and performance use cases, and partnering cross-functionally to drive impact across our business and theirs.
What You'll Do Own client outcomes from go-live through value realization, renewal, and expansion; prioritize and manage a high-value strategic book of business. Lead strategic engagements, including regular client reviews, executive check-ins, and QBRs. Drive product adoption and coach clients on reporting and performance workflows, guiding them through Maybern's tools and sharing use case insights from peer firms. Ensure business value realization by guiding clients through change management and aligning on measurable success metrics. Understand and anticipate client needs, including unique fund structures or operational events, and how they map to Maybern's platform. Synthesize product feedback and manage product requests with clear communication and expectation setting. Partner with Sales, Legal, and other internal stakeholders on expansion and upsell strategies and execution. Enable client advocacy, coordinating reference calls, case study participation, and user research engagements. Maintain internal visibility, driving client health scoring, reporting, and leadership reviews that inform proactive client strategies. Mentor and support junior CSMs, contributing to team knowledge-sharing and playbook development.
