Enterprise Customer Success Manager
Fidelity Investments · Boston, Massachusetts, US
Job Description: Note: Fidelity will not provide immigration sponsorship for this position The Role The Customer Success Manager at Fidelity Labs plays a key...
Job description
Job Description: Note: Fidelity will not provide immigration sponsorship for this position The Role: The Customer Success Manager at Fidelity Labs plays a key role in supporting the growth of Catchlight , a startup that helps financial advisors prioritize and optimize leads and prospects. Catchlight launched in May 2022 and is now available to advisors nationwide. Learn more at https://catchlight.ai. In this role, you will partner with the Director and Head of Customer Success to deliver exceptional client experiences and drive long-term customer value. You’ll own end-to-end client relationships, beginning with onboarding, proactively engage customers to increase adoption, identify expansion opportunities, and share customer insights with product and sales teams. Catchlight operates as an independent startup within Fidelity Labs. The team owns the full platform—from sales and marketing to product, design, and engineering—and works using design thinking, lean startup principles, and agile development. The Expertise and Skills You Bring - 5+ years in a client-facing, post-sales role (SaaS experience preferred), including managing a book of business, renewals, and business reviews - P...