Senior Customer Success Manager

Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible transparent and liquid and were achieving this by revolutionizing the way investment vehicles are created and executed.

At Sydecar were not just a platform; were a trusted partner in venture capital. Were dedicated to simplifying and standardizing the private investing experience empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future.

Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks from automating banking ensuring compliance handling contracts managing taxes to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships.

Join us at Sydecar as we lead the charge in revolutionizing private investing.

What youll own

This is a senior role with a real book of business. Youll be responsible for our most complex customer relationships: API clients enterprise accounts and managers whose deal volume and activity require genuine attention rather than a monthly check-in. That means running quarterly business reviews owning renewals from start to finish managing escalations and making sure your accounts have a voice internally when product engineering and operations are making decisions that affect them.

What youll do day to day

This role reports to Sam Sandler Head of Sales. Youll start each week knowing which accounts need attention open drafts upcoming renewals accounts that have gone quiet API issues in progress. Youll run customer calls at every level from routine check-ins to QBRs and debrief internally afterward so product and operations stay informed. Over time youll build the templates and processes that make this function repeatable: QBR decks renewal playbooks escalation workflows.

Who you are

• 5 to 8 years of experience in customer success account management or a client-facing role at a fintech SaaS or financial services company

• Youve owned renewals end to end and can have a direct pricing conversation

• You know how to make the case for expansion when the timing is right

• Youre comfortable presenting to a GP or CTO and equally comfortable digging into why a data field is returning incorrectly in an API response

• You operate from a system not from working harder than everyone else so your accounts dont fall through the cracks

• When you see a recurring problem you build a process around it rather than solving it from scratch each time

• Bonus: experience with API products venture capital or SPV administration. What matters most is that youve managed high-stakes customer relationships and have the judgment to know when to escalate when to hold firm and when to just pick up the phone

Why this role

Sydecar is rebuilding its CS function with a clearer mandate and better tooling than its had before. The person in this role will have genuine ownership over their book their metrics and how the function develops. If you want to manage relationships and build something at the same time this is that job.

Our values are important to the way we live and work at Sydecar. They guide our priorities behaviors and interactions.

Be Committed

As a team we rise to meet challenges and recognize that we become stronger and develop character when facing adversity.

Be Excellent

We measure our success not just by what we achieve but by how we achieve itthrough integrity creativity elegance and a commitment to continuous improvement. Excellence is not just doing things wellits looking for ways to do them better.

Be Humble

Humility is our key to personal and professional growth. We appreciate that great ideas can come from anywhere regardless of seniority pedigree or experience. We care more about collective outcomes than who gets credit or who does what. We try to not let our ego cloud our judgment.

Win Together

Winning is no accident. It is the result of collective hard work perseverance sacrifice and most of all loving what we do. Winning requires that we give extrasometimes winning calls for late nights or extra effort and we show up for clients and each other with urgency and heart. While excellence is a journey winning is a destination.

Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs job requirements and individual qualifications without regard to race color religion or belief national social or ethnic origin sex (including pregnancy) age physical mental or sensory disability HIV Status sexual orientation gender identity and/or expression marital civil union or domestic partnership status past or present military service family medical history or genetic information family or parental status or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.

Required Experience:

Manager