דרושים Customer Success Manager בתל אביב

****About Bridgewise

**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.

**Position Overview

**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.

Key Responsibilities

• 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.

**Requirements

**Experience:

• 2–4 years in Customer Success, Account Management, or related customer-facing role.
• Experience in SaaS or B2B technology (FinTech/Financial Services – an advantage).
• Familiarity with financial data or working with investment platforms is a strong plus.

Skills

• Excellent interpersonal and communication skills (Hebrew & English).
• Strong organizational and project management capabilities.
• Customer-centric mindset with problem-solving orientation.
• Comfortable working in a fast-paced, dynamic environment.
• Analytical and data-savvy; able to interpret customer usage and health metrics.
• Familiarity with CRM or CS tools (e.g., Salesforce, HubSpot, Gainsight).

Education

• Bachelor’s degree in Finance, Business, Economics, or a related field.

What You'll Gain?

• Be part of an innovative AI FinTech company.
• Work with high-profile financial institutions and help shape how they invest.
• Enjoy a dynamic startup culture with growth opportunities.