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With Intelligence

Customer Success Manager

Hybrid

New york, United states

$ 112,500 /year

Full Time

02-02-2026

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Skills

Communication Problem-solving Sales Attention to detail Marketing Client Relationship

Job Specifications

Location: New York

Salary: $112,500 per year + Commission

Working Pattern: Hybrid (2 days WFH, 3 days Office)

SPS by With Intelligence is an award-winning provider of market intelligence for the M&A community. We help our private equity, corporate development, lender, and advisory clients navigate the competitive and opaque world of M&A deal origination to prioritize relationships, streamline internal processes, and improve overall firm performance.

The Role:

Owning the client relationship and being the face of the product on key day-to-day interactions with existing private equity clients.
Communicating the SPS solution and articulating how the portal transforms deal sourcing for private equity and other M&A participants.
Understanding your clients' requirements and industry challenges and being their trusted advisor and post-sales success leader.
Creating account specific engagement plans for clients that outline their metrics for success and delivering scheduled strategic review sessions with key contacts.
Ensuring full adoption of the SPS portal across your clients' organizations and maximizing value for them to secure year on year retention.
Collaborating with other internal teams such as Client Strategy & Data Insights, Account Management/Sales, and Marketing to ensure client success.
Developing a thorough understanding of the SPS solution and M&A/Priva

Requirements

Proven experience as a Relationship Management or Customer Success Professional with onboarding/implementation responsibilities, or as a Consultant with a SaaS provider - ideally with a finance focus.
 Excellent communication and interpersonal skills, with the ability to work closely with clients and cross-functional teams.
 Strong problem-solving skills and attention to detail.
 Willingness to work some later hours to accommodate US based clients.
 Prior knowledge of the M&A and Private Equity landscape a big plus.

Benefits

24 days PTO and bank holidays
Excellent commission structure
Enhanced parental leave
Wellness days and incentives
Matched 401k
Health and dental plans
Birthday day off
Employee assistance program
Travel loan scheme
Charity days
Breakfast provided in the office
Social events throughout the year

About the Company

With Intelligence provides the insight-enriched, exclusive data you need to power smarter asset raising, capital allocation and deal origination. We have been at the heart of the alternatives and private markets since 1998 and have an unparalleled network. Our data is unique, ahead-of-the-market and sourced directly from allocators and fund managers. It's enriched with expert intelligence and actionable, forward-looking insights. And it gives you the breadth and depth on your markets, from big market trends and competitor a... Know more