Client Success Manager
cfra
About this role
The Client Success Manager role supports a network of distribution partners within the financial services sector, managing relationships and driving product adoption to ensure client success and growth.
Skills
About cfra
cfraresearch.comCFRA 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.
About cfra
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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