Customer Success Associate

We're hiring on behalf of a cutting-edge AI company that develops Expert AI Agents for investment professionals, revolutionizing high-stakes investment workflows for leading financial institutions. By integrating finance-specific AI models with deep reasoning capabilities, this employer empowers investors to move from raw information to confident decision-making.





The Role

• Engage in regular customer touchpoints to gather feedback, facilitate onboarding, and ensure satisfaction.

• Monitor usage and account health to proactively identify risks and uncover opportunities for deeper adoption.

• Manage day-to-day relationships across a portfolio of enterprise accounts, assisting users and stakeholders with their research and diligence workflows.

• Collaborate with sales teams on pre- and post-sales activities, including pilot programs and onboarding processes.

• Relay customer feedback to product and engineering teams, translating it into actionable input for the product roadmap.

• Travel to customer sites as required to provide in-person support for relationships.





What You'll Need

• A minimum of 2 years of front-office experience, preferably within capital markets at a bank, hedge fund, or similar firm.

• Excellent communication and presentation skills, with the ability to confidently lead discussions and deliver demonstrations.

• A comfort level with ambiguity and navigating uncertain situations.

• Prior experience in a customer-facing role, sales, or client relationship management is preferred.





What's On Offer

• Competitive annual salary of $120,000 - $160,000, with potential for variable compensation and equity.

• The opportunity to own enterprise relationships from the outset.

• Direct engagement with analysts and portfolio managers at prominent financial institutions.

• A chance to work at the forefront of AI's impact on financial services.





Apply via Haystack today!