73 Strings

Customer Success Manager

73 Strings Texas, United States

Job Profile: Customer Success Manager

Job Location: United States

Preferred Years of Experience: 2 - 6 years

// About The Role

We are seeking an enthusiastic and energetic associate to join our team of talented financial advisory, valuation professionals, and engineers. As an Implementation Specialist at 73 Strings, you will play a crucial role in the portfolio monitoring and valuation aspects, contributing to the development of products that leverage cutting-edge technology to deliver innovative solutions for the financial services industry. You will work with some of the largest private market firms independently, exploring uncharted territories at the intersection of AI and corporate finance.

// Responsibilities

  • Act as the overall relationship owner for each client.
  • Drive product adoption and ensure clients are leveraging our software to its full potential.
  • Advocate for clients’ needs and requirements.
  • Conduct Quarterly Business Reviews (QBRs) to assess client satisfaction and identify areas for improvement.
  • Map the client journey to understand and enhance the customer experience.
  • Monitor customer health and engagement levels to proactively address potential issues.
  • Identify upsell and cross-sell opportunities to contribute to revenue growth.
  • Collaborate with sales and marketing teams to align strategies with customer insights.
  • Provide feedback to the product team based on customer input and usage patterns.
  • Develop success plans for customers to achieve their goals with our platform.

// Qualifications

  • Graduate or post-graduate qualification with a minimum of 2 years of client-facing experience in a professional services environment within financial services, private equity, investment banking, fintech, or similar sectors.
  • Strong critical thinking and time management skills.
  • Understanding of various Private Equity and Private Credit valuation methodologies and approaches is a plus.
  • Self-starter with a strong desire to learn, grow, and consistently exceed objectives.
  • Excellent analytical skills and the ability to create and deliver presentations tailored to the audience’s needs.
  • Knowledge of MS Office with exceptional MS Excel skills.
  • Strong written, verbal, and collaboration skills.

// About Us

Founded in 2019, 73 Strings is digitalizing alternative investments by providing efficiency and intelligence to how illiquid assets are analysed, monitored, valued, and transacted, through AI-augmented solutions. These solutions offer intelligent financial analysis and data-monitoring hubs for equity and credit instruments. 73 Strings is the only firm to provide an integrated offering from data collection to valuation to reporting.

As of today, 73 Strings has developed 3 AI-augmented products that aim to assist experts in their day-to-day operations:

  • Graviton X (Monitoring): Data collection and monitoring processes for investors
  • Qubit X for Equity: Platform aimed towards private equity and M&A valuation
  • Qubit X for Debt: End to end valuation system for debt & debt-like assets

Clients of 73 Strings hail from Europe, the US and the Middle East, and include alternative investment funds (PE, VC, credit funds, etc.), fund administrators and management companies, as well as corporates, banks, advisors, and other finance professionals. Over the last 3 quarters, 73 Strings has added clients with a combined AUM of $8 trillion.

In June 2023, 73 Strings completed a series A funding, demonstrating prime and strategic investors’ confidence in 73 Strings’ innovative technology and market potential.

The company has offices in Paris, New York, Toronto, London, Riyadh and Bengaluru.

THE TEAM

The current leadership of 73 Strings has extensive professional expertise in the valuation of private assets and understand the importance of informed decision-making when it comes to managing capital:

  • Yann Magnan, Co-Founder and CEO: Previous experience at E&Y (Valuation Advisory) and Duff & Phelps, most recently as head of EMEA and member of the Global Operating Committee
  • Abhishek Pandey, Co-Founder and Deputy CEO: Previous experience at Corporate Finance (Deloitte, Grant Thornton) and Duff & Phelps most recently as Managing Director in India
  • Vinod Vijapur, Co-Founder and CTO: Previous experience in banking at HDFC Bank, Royal Bank of Scotland and at BoAML, most recently as Head of APAC Regional Applications – Program Management
  • Sambeet Parija, Co-Founder and CPO: Previous experience at Duff & Phelps as part of the valuation team in India having led several strategic projects across different sectors
  • Jazmin Hogan, North America Lead: Previous experience at the Blackstone, Apollo and Kohlberg & Co, most recently as Director of Valuations and Analytics
  • Celine Bes, EMEA Lead, Previous experience in Investment Banking and Valuation at Goldman Sachs and Private Equity and Transaction Advisory at E&Y.

The team is supported by a global network of advisors formed by highly seasoned veterans with combined 300+ years of financial advisory and private markets experience.

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Information Technology, Sales, and Customer Service
  • Industries

    Technology, Information and Media and Financial Services

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