Customer Success Manager

Description

Bridgewise delivers AI-driven investment insights, empowering financial institutions and trading platforms worldwide. We combine deep market expertise with advanced data processing to deliver actionable, multilingual analysis across global markets.

We are looking for a Customer Success Manager to join our team and focus on managing relationships with clients in Israel (with potential expansion to EMEA region). As a CSM, you’ll ensure customers realize the full value of Bridgewise, from onboarding to ongoing usage, retention, and expansion.

This is a customer-facing role requiring a combination of relationship management, problem-solving, and a strong understanding of financial technology.

Requirements

• 3–5 years of experience in Customer Success, with a strong ability to manage client relationships, drive engagement and adoption, and support long-term customer retention and growth.
• Experience in SaaS or B2B technology (FinTech/Financial Services – an advantage).
• Familiarity with financial data or working with investment platforms is a strong plus.
  
  

• Own Customer Relationships: Build and maintain long-term relationships with the assigned customers.
• Onboarding & Adoption: Guide new clients through implementation, ensuring timely onboarding and value delivery.
• Account Growth: Identify upselling opportunities and collaborate with Sales to drive account expansion.
• Retention & Advocacy: Monitor customer health, proactively address risks, and increase customer satisfaction and loyalty.
• Customer Education: Provide training, demos, and ongoing education to drive product adoption.
• Feedback Loop: Gather product feedback from users and communicate it to internal stakeholders.
• Cross-Team Collaboration: Work with Support, Product, and Delivery teams to resolve issues and deliver success.