Customer Success Manager

Customer Success Manager

Northeast - Boston NYC (Hybrid)

OnCorps is building AI-powered agents for the worlds largest asset managers and fund administrators to reduce operational complexity. Were the leading agentic AI platform for fund operations delivering intelligent exception resolution for clients representing $13 trillion in assets.

Backed by a recent $55 million investment from Long Ridge Equity Partners were in growth mode and looking for exceptional talent to help us scale. With new leadership from BlackRock and a proven platform built over a decade our team is shaping what AI-first operations will look like across capital markets.

At OnCorps youll work alongside a team thats redefining whats possible in capital markets technology while collaborating closely with leadership in a fast-moving high-agency environment.

The Opportunity

As a Customer Success Manager you will serve as the trusted partner and strategic advisor to our enterprise clients. This is an entrepreneurial opportunity to shape how the worlds leading asset managers and global financial institutions evolve their operations client experiences and adoption of advanced AI-first solutions.

By owning key account relationships maintaining long-term strategies and executing strategic growth plans you will directly drive OnCorps post-implementation success and account expansion. If you are growth-minded energized by navigating complex institutional landscapes building trusted C-suite relationships and translating cutting-edge technology into high-impact business outcomes this role offers a platform to significantly scale both our business and your career.

Key Responsibilities

• Account Relationships & Expansion: Serve as the primary owner of account relationships focusing on strategic alignment account growth and upsell opportunities.
• Strategy & Support: Responsible for building and maintaining long-term account strategies and providing cross-product support to clients.
• Cross-Functional Collaboration: Partner with Product Marketing Delivery and Engineering to advocate for client needs refine value propositions and align our product roadmap with client success.
• Implementation Hand-Off: Collaborate with Solutions Engineers to oversee and ensure smooth client onboarding implementation scoping and post-go-live delivery.
• Account Planning: Develop and execute strategic account plans to ensure client retention and maximize expansion and demonstrating client value.
• Operations & Metrics: Build and adhere to customer success metrics maintaining up-to-date client health records milestones and expansion pipelines within our CRM platforms (HubSpot and Gong).
• Executive Insights: Deliver comprehensive data-driven insights on client health product adoption and account growth directly to the senior leadership team.
• Industry Expertise: Stay ahead of market trends regulatory changes and client needs within the investment management and middle-to-back office space
  

What Were Looking For

• 8 years of experience in Customer Success Relationship Management or Account Strategy in investment operations technology or financial services.
• Strong domain expertise in investment management middle and/or back-office solutions or closely related areas (e.g. fund accounting financial/regulatory reporting investment operations reconciliations).
• Proven track record of managing high-value institutional accounts achieving retention targets and driving account growth/expansion.
• Ability to engage and influence senior executives and C-suite stakeholders with credibility.
• Strategic mindset with the ability to translate client operational challenges into technical solutions and growth opportunities.
• Understanding of relevant financial market regulations.
• Experience in or eagerness to leverage AI tools to automate and scale operations.
• Excellent communication presentation and negotiation skills.
• Executive presence and strong interpersonal skills.

Apply today and be a part of the future of financial services technology!

OnCorps LLC is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race religion color national origin gender sexual orientation pregnancy age marital status veteran status or disability status. We provide reasonable accommodations for persons with disabilities. Applicants with equal employment opportunity questions should contact OnCorps at or . Retaliation against applicants raising EEO issues is prohibited.

Required Experience:

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