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Customer Success Manager

Position can be in San Mateo, CA or New York, NY

At Xignite, we’re working hard to inspire the future of finance by bringing next-generation technology to the market data space. Customer Success is a mission-critical component of this, and we need your help! We are growing our team to help us manage and better service our ever-expanding portfolio of clients. The role includes extensive training, shadowing, and mentoring by the current senior Customer Success team in order to help our new members shine and contribute to Xignite quickly. In this position, you will be responsible for the onboarding, retention, renewal, expansion, and overall happiness of our account base. We need someone that is self-driven, independent, proactive, highly organized, skilled in the art of communication, and passionate about delighting customers. You must be an energetic self-starter; ideally brimming with bright ideas on how to better serve our clients!


  • Drive retention and growth among our most valuable customers by understanding their business needs
  • Assume responsibility for a large number of accounts by being the primary point of contact for our clients
  • Manage a large number of daily client inquiries and work cross functionally to achieve successful outcomes
  • Proactively build relationships and monitor our client base to identify and close upsells, mitigate churn, and manage renewals
  • Help the team exceed quarterly renewal objectives as we strive to improve retention
  • Effectively leverage Salesforce in addition to other internal systems in order to maximize efficiency and effectiveness

Knowledge, Skills and Abilities: 


  • 4-year degree required (Finance, Economics or Business a plus)
  • Strong interest in finance, the stock market, and/or technology
  • 2-6 years in Customer Success, Relationship Management, Account Management, or similar role
  • Experience working with large enterprise customers in a cross functional environment
  • A solid understanding of the stock market and financial instruments is a plus


  • Exceptional written and verbal communication skills
  • Strong attention to detail, organizational and multi-tasking skills are a must
  • The ability to quickly learn and master a wide array of new concepts, products, and services
  • Persistent, resilient, persuasive, and able to tackle difficult situations head-on and come out on top

Benefits and Perks:

  • Subsidized medical, vision, dental, insurance for employee
  • 401(k)
  • Stock options
  • PTO plus stock market holidays
  • Free lunches, snacks and beverages
  • Subsidized YMCA membership and onsite gym
  • Walking distance to Hayward Park Caltrain station; shuttle to Hillsdale station
  • Onsite cafe

Apply to csm-applications@xignite.com