---
title: 'Customer Success Manager at Capital Markets Gateway'
canonical: 'https://feeny.ai/job/customer-success-manager-capital-markets-gateway-new-york-tffeqkat0bp1'
type: 'job'
last_seen: '2026-09-07'
---

# Customer Success Manager at Capital Markets Gateway

- **Company:** Capital Markets Gateway
- **Location:** New York, NY
- **Compensation:** $90k–$110k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-08-07
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.lever.co/cmgx/eee59f61-ce50-4c1f-beaf-70a93484f4f9

## Job description

The Company Capital Markets Gateway LLC (CMG) is a capital markets-focused fintech transforming global equity capital markets (ECM) through data, technology, and connectivity. As the preferred source for ECM analytics and the first network connecting the buy-side and sell-side for ECM workflows, we are committed to reshaping how capital markets operate. Founded in 2017 by a team of ECM practitioners, CMG has completed three successful fundraising rounds and is backed by a group of the world’s most prestigious financial institutions. The CMG platform is currently relied upon by 25 investment banks and 135 asset managers representing over $40 trillion in AUM. For more information, please visit www.cmgx.io.

## The Role

CMG is seeking a self-motivated Customer Success Manager (CSM) to join our dynamic and fast-growing Customer Success team. We are looking for a proactive, strategic, and relationship-oriented professional with a passion for cultivating client relationships and driving client engagement. The CSM will own a dedicated portfolio of accounts, serving as the primary point of contact accountable for account health, adoption, and retention. This includes enabling successful onboarding and usage, identifying whitespace and expansion signals for Sales to pursue, and developing deep relationships with capital markets professionals. This role centers on proactive account ownership— ensuring successful enablement, healthy usage, and account retention for each account, shaping use cases, and delivering tailored solutions that protect account health, with responsive support as a complement. Strong account health is what sets the stage for renewal and future growth. The successful CSM candidate will become an expert on the CMG platform to handle a vast range of client use cases and constantly drive the value proposition of the service by providing guidance and solutions to enhance their experience. The Customer Success group acts as the “voice of the customer” to advance the functionality of the CMG platform and is expected to be an excellent collaborator partnering with Sales, Product Management, and Engineering functions. CMG is transforming one of the most exciting sectors on Wall Street, delivering innovation to the equity capital markets. We believe growth and customer success go hand in handand our team sits at the intersection of product, commercial strategy, and client impact.

## Responsibilities

- Own a dedicated book of accounts and serve as the primary point of contact for account health, adoption, engagement, and retention
- Proactively engage with clients to surface emerging needs, uncover new use cases, and drive adoption of CMG’s products
- Build and drive account plans for your book of business focused on usage health and retention; surface renewal risk and expansion opportunities to Sales
- Identify patterns in client feedback to highlight product gaps, inform internal teams, and help shape CMG’s product direction
- Deliver high-touch service and foster strong client relationships that prioritize both responsiveness and long-term value
- Diagnose and resolve customer questions with a solutions-oriented mindset, offering creative workarounds when necessary
- Build and maintain deep understanding of the CMG platform to support a broad spectrum of customer workflows and opportunities
- Independently manage fast-paced work as part of a Customer Success team
- Maintain a flexible and positive approach when navigating challenges
- Contribute to strategic initiatives and special projects that improve the customer experience and strengthen overall team impact

## Qualifications

- 3-5 years of experience in a client-facing role, such as Customer Success, Sales, Account Management, or a similar function, with a strong track record of building relationships and delivering customer value
- Prior experience working in Fintech or within financial institutions is desired
- Ability to influence both technical and business audiences to improve the product by identifying and documenting enhancements
- Exceptional communication skills (both written and verbal) and the ability to interact with a wide range of audiences
- Curiosity and desire to learn quickly to develop domain knowledge
- Keen analytical and problem-solving skills
- Ability to multi-task balancing simultaneous customer issues
- Comfortable working in a collaborative, fast paced team environment
- Flexibility for rotational coverage of non-peak hours
- B.S. in Finance, Economics or similar business study

## Nice to have

- Experience in the ECM space (Buyside or Sellside)
- Experience with Business Analytics
- Proficient using CS related tooling – HubSpot, Jira, MixPanel, MSFT Office, etc
- Entrepreneurial mindset
- Positive, “whatever it takes” attitude
- Politeness, fun-loving disposition, respect for others

## How we’ll measure success

- Seat utilization across your book
- Gross retention / churn
- Activation and onboarding completion rate
- At-risk account reduction
- Quality and consistency of account plans and QBRs

## Our Values

- We innovate with purpose
- We focus on outcomes vs. output
- We believe diverse and inclusive teams fuel innovation
- We are humble yet candid
- We do right by the customer

## What We Offer

- Comprehensive benefits program (Medical, Dental & Vision)
- Equity
- 401k company match
- Flexible Spending & Health Savings Account
- Unlimited PTO
- Remote work environment
- Education reimbursement
- Continuous learning opportunities
- Life insurance
- Employee referral bonus
- Parental leave

CMG embraces our ongoing commitment to building a culture reflecting the people, perspectives, and passions it represents. We will accept nothing less than equity, inclusion, and belonging for all. With the only constant in life being change, we will always listen, learn, and improve for the betterment of our teams, customers, and communities. CMG is proud to be an Equal Opportunity Employer.

## About Capital Markets Gateway

## Company Overview
- **One-liner**: Capital Markets Gateway (CMG) provides workflow management and data intelligence solutions that connect buy-side and sell-side participants throughout the entire equity capital markets (ECM) offering process.
- **Entity Type**: Private (latest Series C raised $30M in April 2025)
- **Headquarters**: New York, New York, United States
- **Founded**: 2015
- **Founders**: Greg Ingram (CEO & Co-Founder), Mike Wilcox (President, COO & Co-Founder)

## Core Business
- **Primary industry**: Financial Services – Equity Capital Markets (ECM) technology and data
- **Target customers**: B2B – Investment banks (sell side) and asset managers, hedge funds, long-only mutual funds (buy side)
- **Mission or purpose statement**: To transform the equity capital markets by digitizing workflows, delivering real-time data intelligence, and enabling faster, better-informed decisions for ECM participants.

## Products & Services
- **CMG DataLab™**: A real-time ECM market data and analytics platform covering IPOs, follow-ons, ABBs, blocks, rights offerings, converts, ATMs, PIPEs, and registered directs across 50+ regions, with 20+ years of historical data, 550+ data fields, and 100+ filters. Type: SaaS / data platform.
- **CMG XC™**: A connected workflow application for book building, allocations, and straight-through processing (STP), integrating with trading/OMS platforms. Type: SaaS workflow platform.
- **Data Feed / API**: GraphQL-based real-time feed for powering internal workflows.
- **Excel Add-In**: Available via Microsoft AppSource for data analysis.
- **Mobile App (DataLab)**: Real-time calendar and deal tracking for iOS.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total Funding of $69M (as of April 2025); Annual Revenue estimated at $35M (LinkedIn, 2025)
- **Notable Investors/Partners**: StageDotO (lead investor in Series A and Series C), TD Securities (venture round, 2025), Franklin Templeton (early investor and participant). Key clients include nine of the world’s top ten asset managers and underwriters representing 70% of the U.S. ECM market.
- **Growth Signals**: 
  - 80 employees across 7 countries (US, Czechia, UK, Brazil, Mexico)
  - LinkedIn followers: 6,005 (monthly growth +0.8%)
  - Active hiring for Senior .NET Engineers, Platform Engineers, Site Reliability Engineers
  - Opened a Chicago office; workforce distributed globally

## Competitive Advantages
- **First connected ECM platform** that bridges the buy side and sell side, creating network effects that increase value as more participants join.
- **End-to-end integrated workflows** covering the entire ECM lifecycle from wall cross to trade processing, reducing manual processes and operational risk.
- **Data moat** built on 20+ years of historical ECM data and real-time coverage across 50+ regions.
- **Critical mass** with 25 investment banks and 135 asset managers representing over $40 trillion in AUM, making CMG the de facto industry standard for ECM workflow.

## Strategic Focus
- Expanding data coverage globally (Latin America, EMEA, APAC) and adding new deal types (ABBs, rights offerings, convertible bonds).
- Advancing straight-through processing (STP) and integration with trading/OMS platforms.
- Enhancing workflow efficiency through client advisory board feedback and continuous product innovation.
- Scaling the engineering team and building out the platform to serve a growing international client base.

## Why Work Here
- **Culture**: Founded by former ECM practitioners who understand the industry’s pain points; described as a team of technologists and industry experts with a collaborative, mission-driven environment.
- **Remote/Hybrid Policy**: Hybrid – roles listed in New York and London (e.g., Account Executive, Customer Success Manager, Engineering roles).
- **Notable Perks / Engineering Culture**: 
  - Modern tech stack (likely .NET, cloud infrastructure) with roles for Senior .NET Engineers, Platform Engineers, and Site Reliability Engineers.
  - Opportunity to work on a transformative platform that is reshaping a traditional financial market segment.
  - Strong mentorship and a flat, cross-functional team (many founding members still at the company).

## Sources
1. [cmgx.io](https://cmgx.io/) – Product overview and company description
2. [jobs.lever.co/cmgx](https://jobs.lever.co/cmgx) – Current open positions and location details
3. [cmgx.io/who-we-are/](https://cmgx.io/who-we-are/) – Leadership team and company mission
4. [linkedin.com/company/cmg-capital-markets-gateway](https://linkedin.com/company/cmg-capital-markets-gateway) – Financials, funding, employee count, and headcount distribution
5. [cmgx.io/building-cmg-our-journey-to-transform-the-equity-capital-markets/](https://www.cmgx.io/building-cmg-our-journey-to-transform-the-equity-capital-markets/) – Founding story, product evolution, and client milestones

## Other roles at Capital Markets Gateway

- [Account Manager, Sell-Side](https://feeny.ai/job/account-manager-sell-side-capital-markets-gateway-new-york-z4hgvyydm0q9) — New York, NY
- [DevOps Engineer](https://feeny.ai/job/devops-engineer-capital-markets-gateway-brno-vymdg10czxtz) — Brno, Czech Republic
- [Frontend Engineer](https://feeny.ai/job/frontend-engineer-capital-markets-gateway-brno-2j5ajygv9xpm) — Brno, Czech Republic
- [Account Executive, Sell-Side](https://feeny.ai/job/account-executive-sell-side-capital-markets-gateway-new-york-g2vkz511s2c2) — New York, NY
- [Senior Frontend Engineer (Analytics Product Lead)](https://feeny.ai/job/senior-frontend-engineer-analytics-product-lead-capital-markets-gateway-canada-nhqsrr14nre8) — Canada
- [Sales Director, Buy-Side](https://feeny.ai/job/sales-director-buy-side-capital-markets-gateway-hong-kong-y1w6918e39n1) — Hong Kong
- [Account Executive, Buy-Side](https://feeny.ai/job/account-executive-buy-side-capital-markets-gateway-new-york-byktqx5xc6w2) — New York, NY
- [Senior Security Engineer](https://feeny.ai/job/senior-security-engineer-capital-markets-gateway-london-dens8z0cw8zx) — London, United Kingdom
- [Site Reliability Engineer](https://feeny.ai/job/site-reliability-engineer-capital-markets-gateway-london-jvy6s1a8swfh) — London, United Kingdom
- [Platform Engineer](https://feeny.ai/job/platform-engineer-capital-markets-gateway-london-eabgte4jxjvv) — London, United Kingdom