Customer Success Manager - Remote

Customer Success Manager - Remote

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.

Recognized by Newsweek as one of America's Most Loved Workplaces for three consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN because being YOU thrives here.

DFIN is seeking a proactive and strategic Customer Success Manager to serve as a trusted advisor for our clients, leading them through the post-sales life cycle of adoption, optimization and growth across our portfolio of regulatory and compliance solutions. You will partner with our Sales, Product, Services and Support teams to drive adoption and build relationships that add value and increase customer satisfaction. You are comfortable rolling up your sleeves and enjoy working in a fast-paced environment where you can make an immediate impact. You have high aspirations, and you are excited to help us scale Customer Success at DFIN. This position is an individual contributor role reporting to the Senior Director, Customer Success and is designated as Remote.

This is a fully remote position, with a preference for candidates located in the Tri-state area (New York, New Jersey, Connecticut).

Responsibilities :

• Own the post-sale client relationship and serve as a trusted advisor for assigned accounts
• Collaborate with Sales, Services and Support to drive adoption, identify growth opportunities and ensure alignment on customer strategy
• Monitor customer health metrics and proactively address issues, risks or opportunities
• Lead & prepare quarterly business reviews (QBRs), feedback loops, and manage escalation paths for high-value accounts
• Advocate for the voice of the customer internally, contributing to product feedback and process improvement
• Use technological solutions (CRM, CSPs like Salesforce, Gainsight, etc.) to identify contacts, document activities, and track any issues or insights you uncover
• Ability to travel for customer-facing meetings or internal events (~10-20%)

Qualifications :

Preferred Skills :