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Dow Jones

Provides business news, data, and risk

Client Success Manager

Customer SuccessUpdated on Nov 12
Full-timeNew York, NY, USA$100k - $120kIn-person

About the Job

Requirements

  • Seven years of experience in client success, onboarding, implementation, account coordination, or related post-sale roles in B2B, SaaS, media, or subscription environments.
  • Strong cross-functional project management skills to coordinate multiple stakeholders through launch, onboarding, and adoption milestones.
  • Strong client communication, relationship-building, and stakeholder management skills.
  • Comfort using data and health indicators to monitor trends and flag risk early.
  • A proactive, organized, solutions-oriented approach to client coordination.
  • A client-first mindset focused on driving value through usage, adoption, and engagement rather than transactional account support.

Responsibilities

  • Serve as the primary point of contact from signed deal through onboarding and early adoption.
  • Lead the handoff from Sales, ensuring client goals, use cases, stakeholders, and launch priorities are understood and documented.
  • Build 60–90 day onboarding milestones and success plans so clients understand success criteria and can achieve early wins.
  • Maintain proactive, coordinated communication with clients and internal stakeholders to keep launches on track.
  • Partner with Regional Sales Coordinators on order processing, account setup and changes, billing, CRM updates, and related handoffs.
  • Partner with Operations and Fulfillment on provisioning, entitlements, technical readiness, service-level agreement readiness, and launch execution, while coordinating follow-through and leaving administrative execution to those teams.
  • Execute onboarding for standard accounts using established playbooks, milestones, and training guidance.
  • Ensure clients understand activation steps and build early usage habits.
  • Support the design and implementation of playbooks and frameworks.
  • Apply learnings and best practices across the client base.
  • Work with Engagement Strategy & Performance and Customer Lifecycle Marketing to ensure clients receive appropriate communications, campaigns, and enablement programs.
  • Use engagement reporting and health signals to prioritize interventions.
  • Connect clients to appropriate in-life programs as they move from onboarding into sustained engagement.
  • Track usage, activation milestones, and health signals to identify stalled onboarding, weak adoption, or early churn risk.
  • Escalate issues early and coordinate support across Engagement, Customer Care, Operations, and Account Management.
  • Ensure critical issues remain owned and teams stay aligned on actions and timing.
  • Share feedback, adoption insights, and emerging needs with Product, Marketing, Sales, Customer Care, and Client Success leadership.
  • Partner with the Enterprise Customer Care & Voice of Customer Lead on escalations and service themes.
  • Ensure a clear transition from early post-sale ownership into ongoing account management once onboarding and early adoption are complete.
  • Share account context, progress, risks, and adoption status with Account Managers to maintain momentum on high-value accounts.

About the Company

Dow Jones

Provides business news, data, and risk

Dow Jones provides business news, financial information, and data tools for financial firms, professionals, and investors around the world. Its offerings include the Wall Street Journal, Dow Jones Newswires, and Factiva, which supply breaking news, exclusive insights, and large data sets. It also offers risk and compliance solutions to help organizations manage anti-money laundering, anti-corruption, and economic sanctions. The company's revenue comes from subscriptions, data licensing, and advertising. By combining trusted media with extensive data resources, Dow Jones helps customers stay informed and make better decisions in finance and business.

Company size
5,001-10,000
Company stage
Acquired
Total funding
Not listed
Headquarters
New York City, New York
Founded
1881

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