Client Success Manager

About the role

Own a book of customer accounts post-sale and build the operational backbone that keeps every one of them regulator-ready. You are the customer's day-to-day partner from kickoff onward: running implementation, driving the escheatment cycle, and designing the processes and tooling that let us scale service quality as the book grows. The metrics that matter are client satisfaction, retention, and on-time regulatory delivery. This is a doer role with an operator's brain. You'll run your own book, not manage one - but you'll also build the systems, playbooks, and reporting that make the next CSM's ramp twice as fast. Customers are banks, credit unions, brokers, and fintechs. The stakes are regulator-facing, so quality and timeliness are non-negotiable. This role can be based in our New York City office or fully remote, with the expectation of quarterly travel to NYC. Role Responsibilities Implementation and onboarding: Scope the customer's data, map their state filings, share the cycle calendar, and get them to first successful escheatment without surprises Cycle management: Drive every customer through their escheatment cycles on time and audit-clean, from due diligence mailings throu