cfra
The Client Success Manager, Partnerships supports a network of distribution partners in the financial services sector, managing smaller partner relationships and collaborating with the Partnerships lead to ensure smooth operations for larger accounts. The role involves developing deep knowledge of partner setups, maintaining accurate records, and ensuring seamless content distribution, compliance, and growth. This position requires a proactive, detail-oriented team player who thrives in a small team environment.
Headquarters
Charlottesville, Virginia, United States
Company Size
51-200 employees
Founded
1994
CFRA Research provides independent, unbiased investment research, data, and analytics to clients worldwide, powered by award-winning technology. Its coverage spans fundamental equity research, forensic accounting, funds and ETF data, and technical analysis across thousands of global companies, helping clients build and manage portfolios with confidence. Insights are delivered through flexible enterprise platforms and an API-driven model (RaaS), including MarketScope Advisor, Institutional Portal, Lowry OnDemand, and daily data feeds, with collaborations with Bloomberg, FactSet, and Refinitiv. CFRA remains independent of asset management and investment banking, ensuring its research is objective and client-focused.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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