Client Success Manager

OVERVIEW OF 73 STRINGS:

73 Strings is an innovative platform providing comprehensive data extraction, monitoring, and valuation solutions for the private capital industry. The company's AI-powered platform streamlines middle-office processes for alternative investments, enabling seamless data structuring and standardization, monitoring, and fair value estimation at the click of a button. 73 Strings serves clients globally across various strategies, including Private Equity, Growth Equity, Venture Capital, Infrastructure and Private Credit.

Our 2025 $55M Series B, the largest in the industry, was led by Goldman Sachs, with participation from Golub Capital and Hamilton Lane, with continued support from Blackstone, Fidelity International Strategic Ventures and Broadhaven Ventures.

About The Role

We are seeking a Client Success Manager to join our dynamic team of financial advisory experts, valuation professionals, and engineers. In this strategic role, you will own executive-level relationships with some of the largest private market firms, driving adoption and maximizing client value. You will act as a trusted advisor, leveraging deep industry knowledge and influencing product evolution at the intersection of AI and corporate finance.

Responsibilities

• Serve as the primary executive relationship owner for strategic accounts, ensuring alignment with client business objectives.

• Lead strategic adoption initiatives, driving measurable ROI and long-term engagement.

• Conduct Executive Business Reviews (EBRs) and deliver actionable insights to senior stakeholders.

• Drive client usage and engagement through tailored training sessions, deep product knowledge, and best practice guidance. Ensure clients understand new features and their use cases to maximize platform value.

• Develop and execute client success strategies, including health monitoring, risk mitigation, and growth planning.

• Identify upsell and cross-sell opportunities and collaborate closely with the sales team to ensure seamless handoff and execution.

• Provide strategic feedback to product teams, shaping roadmap priorities based on client needs and market trends.

• Mentor junior team members and contribute to building scalable success frameworks.

• Represent 73 Strings at industry events and client workshops as a thought leader.

Qualifications

• Graduate or post-graduate qualification with 5+ years of client-facing experience in financial services, private equity, investment banking, fintech, or SaaS.

• Proven track record of managing enterprise-level accounts and driving adoption of complex technology solutions.

• Familiarity with Private Equity and Private Credit valuation methodologies is nice to have, not required.

• Exceptional executive communication and presentation skills, with experience influencing C-suite stakeholders.

• Proficiency in MS Excel.

• Familiarity with CRM and success platforms.

• Self-starter with strategic thinking, leadership capabilities, and a passion for innovation.