---
title: 'Customer Success Manager at Wall Street Prep'
canonical: 'https://feeny.ai/job/customer-success-manager-wall-street-prep-new-york-q243m2ghktyz'
type: 'job'
last_seen: '2026-11-01'
---

# Customer Success Manager at Wall Street Prep

- **Company:** Wall Street Prep
- **Location:** New York, NY
- **Posted:** 2026-10-29
- **Last confirmed live:** 2026-11-01
- **Apply:** https://job-boards.greenhouse.io/wallstreetprep/jobs/8924040002

## Job description

Location: New York, New York (Hybrid, 2-3 days per week in office)

Reporting to: Global Head of Account Management

Employment Type: Full-Time

Compensation: $85,000 - $95,000 base salary + bonus potential

Position Summary

The Customer Success Manager (CSM) serves as a key member of our Customer Success team and is responsible for managing and growing relationships with Wall Street Prep’s corporate clients. The CSM acts as the primary point of contact throughout the customer lifecycle, from onboarding through renewal and expansion, helping drive revenue growth while ensuring clients realize maximum value from Wall Street Prep’s training solutions.

This role plays a critical part in account retention, client satisfaction, and business expansion across financial institutions and Fortune 1000 companies. The ideal candidate thrives in novel, high-stakes situations that require creativity, intuition, and strategic thinking. The CSM will work closely with senior leaders at Wall Street Prep as well as decision-makers at global financial institutions and Fortune 500 companies to ensure successful adoption, retention, and growth across a portfolio of accounts.

## Key Responsibilities

Customer Success & Account Management

- Serve as the primary point of contact and build long-term relationships with corporate customers spanning financial institutions and Fortune 1000 companies.
- Own the client renewal cycle and develop strategies to retain and grow existing business.
- Identify opportunities to increase Wall Street Prep’s footprint and business within existing accounts.
- Develop and maintain account plans and monitor overall account health across a portfolio of corporate clients.
- Lead quarterly business review sessions and strategic account planning meetings with clients.
- Ensure the timely and successful delivery of Wall Street Prep’s online and live training solutions according to customer needs and expectations.
- Forecast and track key account metrics on a monthly and quarterly basis.
- Serve as the voice of the customer internally and advocate for client needs across the organization.

Client Engagement & Business Growth

- Collaborate with the Business Development team to onboard new clients and support expansion opportunities.
- Build relationships with senior HR leaders, business line executives, and key stakeholders within client organizations.
- Identify and navigate organizational structures to uncover new revenue opportunities.
- Partner closely with the Chief Revenue Officer and Managing Director to develop and execute account growth strategies.
- Work cross-functionally with internal teams, instructors, and stakeholders to deliver a best-in-class client experience.
- Serve as a liaison between customers and internal teams to ensure alignment and successful program execution.

Required Skills

- Demonstrated success managing client relationships and driving account retention and growth.
- Proven ability to develop account plans, manage renewal cycles, and execute client success strategies.
- Strong communication, presentation, negotiation, and stakeholder management skills.
- Ability to effectively influence decision-makers at all levels of an organization, including senior executives.
- Excellent organizational skills and attention to detail.
- Ability to manage and prioritize multiple accounts in a fast-paced environment.
- Strong analytical skills with experience tracking and forecasting account performance metrics.
- Experience using Salesforce.com or similar CRM platforms.
- Highly independent, proactive, and entrepreneurial mindset.

Required Education and Experience

- Bachelor's degree from an accredited college or university.
- 2-3 years of experience in customer success, account management, client services, or relationship management.
- Demonstrated track record of account retention, renewal management, and upselling existing accounts.
- Experience in financial services, including investment banking, asset management, private equity, or corporate finance, strongly preferred.

Work Environment

- Hybrid (2–3 days in office)
- Office located in New York, NY

## CORE COMPETENCIES

## TEAMWORK

As a Customer Success Manager, you will work with a diverse set of individuals and must have the ability to empathize and collaborate with people from a range of backgrounds and experiences.

## INTEGRITY

Much of our work is dependent on trust and respect, so consistency of actions and taking responsibility for one’s actions is critical. We value team members who strive to do what is right.

## ACCOUNTABILITY

We value the ability of our team and organization to honor commitments to clients and fellow team members.

## HUMILITY

Value openness and curiosity to learn from team members and clients. Be open to personal growth and continuous improvement.

## RESULTS-DRIVEN

Have an excellent track record of outcomes. Our clients depend on us to deliver exceptional training solutions and service. Every task should be approached with a commitment to excellence.

## TRANSPARENCY

At Wall Street Prep, we pride ourselves on honest and open communication. Every team member should embody transparency in their work and interactions.

## WHAT WE OFFER

- A fun, lively, startup culture
- Unlimited PTO
- Full benefits package including medical, dental, vision, and more
- 401(k)
- Parental leave
- Stipend to set up a home office
- Core values-based leadership
- Ample opportunities to learn and take on new responsibilities in a fast-paced, growth-oriented company

## ABOUT WALL STREET PREP

Wall Street Prep (WSP) is the leading provider of financial services training solutions to the world's preeminent investment banks and private equity firms. Founded in 2004, WSP seeks to bridge the gap between academia and the real world by providing our clients with the practical skills and knowledge needed to succeed in the finance sector. We provide clients with this hands-on, competitive edge through classroom training led by experienced industry practitioners as well as through online self-study programs designed by subject matter experts. WSP's clients include global investment banks, private equity and investment management firms, Fortune 500 companies, and top undergraduate business and MBA programs.

Wall Street Prep is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status or any other legally protected status. We celebrate diversity and are committed to building an inclusive work environment where all team members are encouraged to be their authentic and whole selves.

## About Wall Street Prep

## Company Overview
- **One-liner**: Wall Street Prep is the leading provider of financial training solutions, offering self-study online courses and instructor-led boot camps that bridge the gap between academia and the real-world demands of investment banking, private equity, and corporate finance.
- **Entity Type**: Private (Acquired by The Riverside Company in February 2025)
- **Headquarters**: Newton, Massachusetts, United States
- **Founded**: 2003 (originally founded 2004 per company website)
- **Founders**: Matan Feldman

## Core Business
- **Primary industry/industries**: Financial Services, Professional Training & Education
- **Target customers**: B2B (global investment banks, private equity firms, Fortune 1000 companies, top business schools) and B2C (individual students and professionals seeking finance careers)
- **Mission or purpose statement**: To accelerate the learning curve for professionals entering the most competitive careers in finance by providing practical, job-ready skills through engaging training content.

## Products & Services
- **Self-Study Online Courses**: Step-by-step, on-demand courses covering financial statement modeling, valuation, LBO, DCF, accounting, Excel, and more. Designed for individual learners.
- **Instructor-Led Boot Camps**: Live, classroom-style training led by experienced industry practitioners (investment bankers, PE professionals). Offered publicly and on-site at corporations.
- **Corporate Training Programs**: Customized training solutions for the world’s top financial institutions, including investment banks, private equity firms, and corporate finance teams. Covers workflow-specific AI training, IB, Markets, PE, and Investment Management.
- **8-Week Online Certificate Programs**: Partnered with top business schools to offer structured certificate programs in areas like AI for Business, Private Equity, Real Estate, and Applied Value Investing.
- **Private Coaching**: One-on-one coaching for professionals seeking targeted skill development.
- **Student Passport Program**: On-campus boot camps and online program to prepare university students for careers in finance.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Annual Revenue of USD $15.5 million (as of most recent data). Total learners: 500,000+.
- **Notable Investors/Partners**: Parent company is The Riverside Company (acquired WSP in Feb 2025). Key corporate clients include Goldman Sachs, KKR, Evercore, HSBC, and Barclays. Serves 300+ university clients.
- **Growth Signals**: Headcount of 131 employees (+17.2% year-over-year, +27 people). Operates in 9 countries. LinkedIn followers: 47,351 (+30.8% yearly growth). Acquired Euromoney Learning and Financial Edge Training. Active hiring for multiple instructor and corporate roles.

## Competitive Advantages
- **Trusted by the industry elite**: The go-to training provider for the world’s top investment banks, private equity firms, and Fortune 1000 companies, giving them unparalleled credibility and a deep network.
- **Practitioner-led faculty**: A global bench of 90+ highly specialized instructor-practitioners who are current or former investment bankers, PE, and investment professionals, ensuring training is practical and job-relevant.
- **Bridging the academia-to-real-world gap**: Their curriculum is a direct adaptation of their corporate training, making it the most practical choice for career switchers and new entrants.
- **Comprehensive curriculum**: Covers the full spectrum of finance roles (IB, PE, Markets, Corporate Finance, FP&A) and integrates AI training into workflows.

## Strategic Focus
- **AI Integration**: Actively developing and deploying AI coaching, tool-specific training, and workflow-native prompting into their corporate training programs.
- **Expansion through M&A**: Under The Riverside Company, WSP has acquired Euromoney Learning and Financial Edge Training, signaling a strategy to consolidate and expand the financial training market.
- **Global Reach**: Operating in 9 countries with a focus on key financial hubs (New York, London, Dubai, Abu Dhabi, Riyadh).
- **Certificate & University Partnerships**: Growing the 8-week online certificate program to deepen relationships with top business schools and attract individual learners.

## Why Work Here
- **Impactful work**: Train the next generation of finance professionals at the world’s most prestigious firms.
- **Expert colleagues**: Work alongside a faculty of 90+ experienced industry practitioners and a growing team of operations, product, and technology professionals.
- **Remote/Hybrid/Office Policy**: Mixed. Corporate roles are based in Newton, MA (near Boston) or New York. Some roles (e.g., Director of Growth, Marketing Automation Manager) are listed as Remote (East Coast preferred). Instructor roles are often part-time/contract and located in New York, London, or the Middle East.
- **Culture**: Described as a growing team focused on creating world-class training programs. The company emphasizes innovation (AI) and practical skill-building. The People Operations team focuses on attracting, onboarding, and retaining top talent, with recurring faculty development sessions on pedagogy and D&I.
- **Growth trajectory**: With recent private equity acquisition and active hiring, the company is in a growth phase, offering opportunities for career advancement.

## Sources
1. [wallstreetprep.com](https://www.wallstreetprep.com/about/)
2. [wallstreetprep.com](https://www.wallstreetprep.com/careers/)
3. [greenhouse.io](http://job-boards.greenhouse.io/wallstreetprep)
4. [linkedin.com](https://www.linkedin.com/company/wall-street-prep)
5. [wallstreetprep.com](https://www.wallstreetprep.com/)

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