Client Success Manager

Client Success Manager

Maybern is transforming the way private fund managers effectively manage their funds through cutting edge technology. Maybern is founded by top engineering experts with deep knowledge of the fund management space.

Private funds manage $15T in capital and are growing at 20% YoY, but with increasing regulatory scrutiny and investor demands for transparency, the need for world class software to help private fund CFOs is crucial.

This is where Maybern comes in. We are equipping fund managers with intuitive, flexible fund management software, enabling private investment managers to focus on what they do best : driving returns for their investors. We are backed by leading venture capital firms and a large number of strategic investors.

Maybern is an NYC based company with a strong in-office culture to drive collaboration, and we are looking to make strong additions to our team.

What We're Looking For

As a Client Success Manager on Maybern's Client Success team, you'll play a pivotal role in owning and elevating the post-sale client experience. From implementation through renewal, retention, and advocacy, you'll guide clients through onboarding, support long-term strategic growth, and ensure clients realize the full value of Maybern. This role blends financial acumen, client engagement, product fluency, and a deep understanding of operational change management.

We're looking for someone with a background in finance who thrives on building relationships, coaching clients through complex reporting and performance use cases, and partnering cross-functionally to drive impact across our business and theirs.

What You'll Do

• Own client outcomes from post-implementation through renewal, retention, and advocacy; prioritize and manage a strategic book of business.
• Lead strategic engagements, including regular client reviews, executive check-ins, and semi-annual in-person QBRs.
• Drive product adoption and coach clients on reporting and performance workflows, guiding them through Maybern's tools and sharing use case insights from peer firms.
• Ensure business value realization by guiding clients through change management and aligning on measurable success metrics.
• Understand and anticipate client needs, including unique fund structures or operational events, and how they map to Maybern's platform.
• Synthesize product feedback and manage product requests with clear communication and expectation setting.
• Partner with Sales, Legal and other internal stakeholders for expansion and upsell strategies and execution.
• Enable client advocacy, coordinating reference calls, case study participation, and user research engagements.
• Maintain internal visibility, driving client health scoring, reporting, and leadership reviews that inform proactive client strategies.

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