Customer Success Manager (New York) in VC-Funded, Fast-Growing Software Startup


  • Bipsync is a fast-growing, venture-funded SaaS startup with a product thoughtfully designed to optimize research management. Most of our customers are multi-billion dollar hedge funds and asset managers based in New York.
  • As a Customer Success Manager (CSM), you will be entrusted with driving the relationships, strategy and well-being of Bipsync’s customers.
  • You need professional experience with account management / customer relationship management, and at least a basic understanding of the technology and finance industries.
  • Bipsync offers a competitive salary and significant benefits in an exciting, friendly and flexible work environment. We are an equal-opportunities company that values diversity and welcomes all qualified applicants.
  • This is a full-time position based out of our New York office, but our team is currently working remotely due to the COVID-19 pandemic. We also have an office in the UK with the potential for optional international travel in the future.


About Bipsync

Bipsync was founded in Silicon Valley by experienced investors and software developers.

We develop a Research Platform for professional investors, available on the web, mobile and desktop. The majority of our customers are multi-billion dollar asset managers who perform in-depth research on investment opportunities to get an edge in their investments.

The Research Management market is worth billions of dollars, but until now has been served by old-fashioned, legacy software companies. Our modern, mobile-friendly, design-focused product quickly established a foothold and reputation, and now wins over most clients when we’re up against the competition. The opportunity is massive.

We’re a fast-growing pre-IPO startup with solid investment, a proven product strategy and a lucrative target market. This brings a number of benefits, including a high level of autonomy, a tightly-knitted team, and a lack of bureaucracy. The Bipsync team is driven by creative people who want to build extraordinary products for an underserved market.


About the Customer Success Manager Role

You will be responsible for managing and strengthening relationships with our customers, maintaining an excellent retention rate, and driving adoption of Bipsync across your accounts. As owners of the day-to-day relationship, CSMs make sure our customers extract maximum value from their research automation investment in Bipsync.

Your Duties

  • Provide customer service and manage customer inquiries.
  • Monitor customer usage and engagement to drive adoption.
  • Support on-site business reviews and ongoing training programs.
  • Compile and relay customer feedback to improve service quality.
  • Enlighten customers with insights from their data and industry trends.
  • Be an expert on trends and best practices for research automation.

About You

You are passionate about proactively providing outstanding customer service for all post-sales activities. You have a positive, can-do attitude even when working with challenging clients. You enjoy wearing multiple hats as part of a small, close-knit team, and you’re willing to work outside your comfort zone.


  • Bachelor’s degree and a minimum of 2-3 years of experience in account management/customer support in a B2B client-facing position.
  • Investment management industry experience preferred.
  • Tech-savvy, comfortable using CRM, service desk software, video conferencing and analytics.
  • Highly organized and consultative with savvy business acumen.
  • Strong communication skills, can give an excellent presentation and write an eloquent e-mail.
  • Empathy with a knack for understanding what a customer really needs and why they need it.

Perks and Benefits

  • Competitive salary and equity package
  • Medical, dental and vision insurance
  • Flexible scheduling and unlimited vacation policy
  • Optional travel to the UK

How to Apply

  • Please submit your resumé, cover letter and LinkedIn profile to
  • Feel free to send us an email with any questions.