---
title: 'Senior Customer Success Manager at 9fin'
canonical: 'https://feeny.ai/job/senior-customer-success-manager-9fin-new-york-mt8an8ss7n1g'
type: 'job'
last_seen: '2026-09-13'
---

# Senior Customer Success Manager at 9fin

- **Company:** 9fin
- **Location:** New York, NY
- **Compensation:** $120k–$135k
- **Employment:** full-time
- **Posted:** 2026-06-08
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.ashbyhq.com/9fin/51d1e31b-28c5-4f53-8c95-6e5d36a3817e/application

**Skills:** CRM, Data analysis, Financial markets knowledge, Capital Markets, B2B Sales, Business Development, Leveraged Finance

> Join 9fin as a Senior Customer Success Manager to drive client growth and workflow adoption in global debt markets. You will build strategies from zero, partner with account managers, and leverage data to enhance enterprise client relationships.

## Job description

## About 9fin

9fin is the AI platform powering global debt markets — the world’s largest asset class at over $145 trillion. Debt markets are vast, global, and mission-critical, yet still run on fragmented data, PDFs, and manual workflows. 9fin replaces this broken infrastructure with a single platform that centralises proprietary credit data, deep analysis, and high-value workflows across global markets. Today, 9fin powers teams at 300+ blue-chip institutions worldwide, including global banks, asset managers, private equity firms, law firms, and advisors. The business is scaling at exceptional speed, with rapid expansion in the US and best-in-class retention driven by deep workflow adoption. We’re at a defining inflection point. With proven product-market fit and strong, global market pull, 9fin is accelerating toward becoming the category-defining platform for debt markets worldwide.

The opportunity The Account Management Team is at the forefront of building client relationships and driving revenue through enhancing clients’ workflows. Customer Success will be a newly created function and extension of our AM team. They will collaborate closely with the account managers and innovate on new ways to partner with the 9fin client base. The role focuses on ensuring that our clients fully understand our product offering and seek to improve usage of our platform using data to drive innovative communication. There is also a high degree of collaboration between other teams to execute the usage growth strategy; enhance our high quality, high functioning, great looking, easy to use products; and to produce a top-tier customer experience. This customer success position is unique and the strategy will be to deliver on specific projects over the course of a customer lifecycle, meaning that we are looking for a commercially minded individual that can build a high performing strategy from zero. This is an opportunity to join a highly motivated and driven team within an exponentially growing business, servicing the largest financial market in the world, giving you the opportunity to accelerate your sales career.

## What you'll work on

Every day is different, but here’s an example of the kind of things you’ll work on:

- Become a 9fin expert with a strong understanding of our products and services
- Partner with the account managers on specific client projects to drive and ensure growth within the accounts
- Become the voice of the client when delivering on internal projects by ensuring our clients’ needs are consistently met
- Develop bespoke KPIs and strategies for accounts and introduce performance data driven insights to our clients
- Leverage existing customer relationships and expand the network of relevant contacts within each account to ensure 9fin continues to be the partner of choice for their needs
- Attend relevant industry conferences and events
- Maintain up to date records of client interactions via our CRM

## Requirements

This role will be a great fit if you have:

- 4+ years of relevant account management or Customer Success experience (Capital Markets, B2B Sales or Business Development)
- A strong knowledge of financial markets, and a demonstrated ability to build strong relationships within buyside, sellside & advisory community
- A track record of managing & growing a book of enterprise clients (min $1m+ book of business)
- Ability to plan and prioritize important tasks and work with accuracy and attention to detail
- Effective written and verbal communication skills conveying messages accurately and concisely
- Team player, but also able to work effectively alone (help is always at hand if you need though!)
- Existing relationships / network within the Leveraged Finance community would be beneficial

Our benefits We’re a scaling start up and we enjoy sharing our success, when the company succeeds, we always reinvest that in our people. We also offer huge amounts of responsibility, an abundance of opportunity for growth and a platform to truly excel.

Financial & Insurance

- Competitive Salary: $120,000-$135,000
- 401(k) (9fin pay 3%, employee contributions are uncapped)
- Private Health Insurance, with Dental and Vision
- Paid sick leave
- Disability Insurance (New York)
- Commuter Benefit

Time off

- 25 vacation days per year
- Local public holidays
- Hybrid working model, to allow you the flexibility to decide how, where and when you do your best work
- Work abroad for up to 3 months a year
- 1 month paid sabbatical after 5 years of service
- Enhanced parental leave & flexible working arrangements available

Training & Culture

- Professional learning and development budget
- AI experimentation budget of $1,000 per employee to trial AI tools
- Bi-annual team socials
- Summer and Winter company social events

9fin is an equal opportunities employer At 9fin we are dedicated to building and promoting a fair and inclusive workplace where everyone can reach their full potential and truly belong. We recognize that building diverse teams enables a more creative and productive environment. If you’re excited about this role but your experience doesn’t perfectly align with the job description, we encourage you to apply anyway. You might just be who we’re looking for — either for this role, or perhaps another.

## About 9fin

## Company Overview
- **One-liner**: 9fin is the AI-native intelligence platform that provides data, analytics, news, and AI-powered workflows for global debt capital markets.
- **Entity Type**: Private (Series C)
- **Headquarters**: London, United Kingdom
- **Founded**: 2016
- **Founders**: Steven Hunter (CEO) and Hussam El-Sheikh (CTO)

## Core Business
- **Primary industry/industries**: Financial Technology (Fintech), Debt Capital Markets, AI/Data Analytics
- **Target customers**: B2B, specifically investment banks, asset managers, hedge funds, law firms, private credit funds, and advisory firms.
- **Mission or purpose statement**: To become the number one platform for debt markets globally, redefining how debt markets are understood and acted on by credit teams.

## Products & Services
- **9fin Platform**: A unified platform combining breaking news from expert reporters, structured data and analytics, and AI-powered workflows. It covers leveraged finance, distressed debt, CLOs, private credit, ABF, and investment grade across North America, Europe, Latin America, and Asia-Pacific.
- **9fin AI (AI Chat & Research Grid)**: Launched in June 2026, these tools help credit professionals move from question to conviction faster. AI Chat provides cited answers to complex credit questions in seconds. Research Grid enables users to build structured company comparisons in minutes using pre-defined or custom questions. Every output is grounded in proprietary debt market data and linked to source material. [9fin.com](https://www.9fin.com/)

## Market Standing
- **Valuation/Market Cap**: $1.3 billion (as of Series C fundraise in March 2026) [cbinsights.com](https://www.cbinsights.com/company/9fin)
- **Key Metric**: Total funding raised to date: $253.95M [cbinsights.com](https://www.cbinsights.com/company/9fin)
- **Notable Investors/Partners**: Not all investors are publicly listed, but the company has raised over $250M across Series A, B, and C rounds.
- **Growth Signals**: 
    - In June 2026, launched two major AI tools (AI Chat and Research Grid) [prnewswire.co.uk](https://www.prnewswire.co.uk/news-releases/9fin-launches-next-generation-of-ai-tools-for-debt-capital-markets-302794326.html)
    - Powers credit teams at 300+ leading global institutions [9fin.com](https://www.9fin.com/about)
    - Employs 350+ people globally [9fin.com](https://www.9fin.com/about)
    - Scaled globally with offices in London, New York, Hong Kong, and Belfast [9fin.com](https://www.9fin.com/about)

## Competitive Advantages
- **AI-native foundation**: Built from the ground up with a decade of proprietary debt market data powering its AI, creating a strong moat. [9fin.com](https://www.9fin.com/about)
- **Deep domain expertise**: Co-founders have backgrounds in investment banking (J.P. Morgan) and engineering (Deutsche Bank), and the platform is calibrated by in-house credit, distressed, and legal analysts with decades of experience. [9fin.com](https://www.9fin.com/about)
- **Comprehensive data**: Unifies public, private, and distressed credit data in a single connected view, replacing multiple legacy tools. [9fin.com](https://www.9fin.com/)
- **Trusted by the market**: Used by 80% of trading desks among top-tier institutions. [9fin.com](https://www.9fin.com/)

## Strategic Focus
- **Current priorities and direction for growth**: Scaling globally and deepening the AI platform. The company is building "credit-specific AI agents that proactively monitor, draft and alert," moving from a source of intelligence to the platform where credit professionals get work done. [prnewswire.co.uk](https://www.prnewswire.co.uk/news-releases/9fin-launches-next-generation-of-ai-tools-for-debt-capital-markets-302794326.html)

## Why Work Here
- **Culture highlights**: Emphasizes "true flexibility," "a culture of care," and the opportunity to "build at the edge" with the latest AI tools. The company values ambition and offers real opportunities to make an impact. [9fin.com](https://www.9fin.com/careers)
- **Remote/hybrid/office policy**: Offers a flexible work model: "Work from home, or from one of our great offices around the world. We encourage time with your team, while giving you the flexibility when you need it." [9fin.com](https://www.9fin.com/careers)
- **Notable perks or engineering culture**: 
    - Enhanced parental leave, flexible hours, and sabbaticals. [9fin.com](https://www.9fin.com/careers)
    - Engineers, product, and AI teams own the full experience, from data architecture to interface, working closely with customers. [9fin.com](https://www.9fin.com/careers)
    - High growth trajectory with global scaling, providing real career advancement opportunities. [9fin.com](https://www.9fin.com/careers)

## Sources
1. [9fin Careers Page](https://www.9fin.com/careers)
2. [9fin About Page](https://www.9fin.com/about)
3. [9fin Homepage](https://www.9fin.com/)
4. [CB Insights Company Profile](https://www.cbinsights.com/company/9fin)
5. [PRNewswire - 9fin Launches Next Generation AI Tools](https://www.prnewswire.co.uk/news-releases/9fin-launches-next-generation-of-ai-tools-for-debt-capital-markets-302794326.html)
6. [9fin Jobs Portal (Ashby)](https://jobs.ashbyhq.com/9fin)

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