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Maybern

Fund management platform for private capital

Account Manager

Customer SuccessUpdated on Nov 14
Full-timeNew York, NY, USA

About the Job

Requirements

  • Five or more years of experience in client relationship management, Investor Relations, consulting or engagement management, implementation, PMO, or a related customer-facing role.
  • A solid foundation in private funds; fund finance background is a plus but is not required.
  • A proven track record managing executive-level relationships, complex customer lifecycles, or multi-workstream engagements.
  • Experience coordinating multiple internal teams, deliverables, and dependencies on behalf of a customer.
  • Strong strategic thinking paired with a bias for action, with the ability to consider the big picture and dive into tactical detail when needed.
  • Exceptional communication and interpersonal skills, with the ability to coach clients and influence internal stakeholders.
  • Comfort navigating product conversations, understanding functionality, suggesting use cases, and providing minimally detailed walkthroughs.
  • Experience working cross-functionally with Sales, Legal, and Product teams to deliver coordinated client outcomes.

Responsibilities

  • Build trusted relationships with client stakeholders and develop a nuanced understanding of their goals, operating context, and concerns.
  • Serve as the accountable point person for customer outcomes across implementation, adoption, value realization, and ongoing account management.
  • Coordinate multiple accounts, deliverables, timelines, training needs, implementation activities, and internal dependencies.
  • Anticipate risks and second-order consequences, then create clear plans to keep customers and internal teams aligned.
  • Lead difficult conversations with candor and empathy when the company is working through product issues, data problems, delivery delays, or changing requirements.
  • Drive product adoption and coach clients on reporting and performance workflows, guide them through the platform's tools, and share use case insights from peer firms.
  • Ensure business value realization by guiding clients through change management and aligning on measurable success metrics.
  • Translate customer needs into clear internal action plans and involve Implementation, FDE, Product, Engineering, or fund-accounting expertise when appropriate.
  • Synthesize product feedback and manage product requests with clear communication and expectation setting.
  • Enable client advocacy by coordinating reference calls, case study participation, and user research engagements.
  • Maintain internal visibility by driving client health scoring, reporting, and leadership reviews that inform proactive client strategies.
  • Mentor and support junior CSMs, contributing to team knowledge-sharing and playbook development.
  • Advocate for retention and identify potential expansion opportunities, partnering with Sales or other commercial stakeholders when a dedicated selling motion is appropriate.

Desired Qualifications

  • Fund finance background is a plus but is not required.

About the Company

Maybern

Fund management platform for private capital

Maybern provides an operating system for fund management tailored to private capital CFOs. It deterministically computes waterfalls, capital calls, capital allocations, and LP reporting by turning every limited partnership agreement term into executable rules, with modules for management fees, credit facility management, and various waterfall structures, plus scenario modeling. It also offers AI agents approved by the finance team, an MCP integration to query Maybern from Claude, ChatGPT or Copilot, and forward-deployed engineers to connect client data and build workflows. The goal is to simplify fund administration, improve accuracy in capital management and reporting, and speed up decision making for private markets teams.

Company size
51-200
Company stage
Series B
Total funding
$70M
Headquarters
New York City, New York
Founded
2021

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