Customer Success Manager
Content + Source + Freshness • 13 Feb 2026 • 95% confidence
Offer value
This position offers high value due to its strong company reputation, significant responsibilities, and opportunities for professional growth.
- Strong company with a solid reputation in financial sector
- High potential for personal and professional growth
- Focus on building and maintaining client relationships
- Demands high engagement and proactive problem-solving
Pros
- Strong potential for career development within BlackRock
- Opportunities to work with a variety of clients in the financial sector
- Focus on client satisfaction, which enhances relationship-building skills
Cons
- High expectations for client engagement and account management
- Potential high-pressure environment due to client needs
- Travel may be required for client visits
Who it's for
Mid-level to Senior • Hybrid/office with some flexibility
Good fit
- Mid to senior-level customer success managers
- Professionals with a passion for finance and client satisfaction
- Candidates experienced in the SaaS industry
Not recommended for
- Entry-level applicants without relevant experience
- Individuals looking for a strictly operational role
- Those who prefer minimal client-facing responsibilities
Motivation fit
Key skills
About the job
Customer Success Manager
Job description
About this role
This role sits within Preqin, a part of BlackRock. Preqin plays a key role in how we are revolutionizing private markets data and technology for clients globally, complementing our existing Aladdin technology platform to deliver investment solutions for the whole portfolio.
As a Customer Success Manager, you will play an important role between our client’s organization and our client-facing teams. You will prioritize our clients’ success above all else, own our accounts’ health, and work cross-functionally with all client-facing teams.
What you’ll be doing:
- Lead Onboarding for strategic accounts and ensure subscriptions are configured and optimized with appropriate alerts, saved searches, target lists, etc.
- Develop a thorough understanding of Preqin’s products and services and identify upsell opportunities for our Sales team, while nurturing the customer relationship.
- Engage key stakeholders across all levels within customer organizations and have a deep understanding of our customers organizational structure, each user’s role, and day-to-day function and business needs.
- Be recognized as a consultant and problem solver – go the extra mile to understand the pain points in our users’ existing workflow then strategize and train customers on reaching solutions and desired outcomes using Preqin products.
- Continually work to build interest within our user base, increase customer usage and engagement, identify upsell opportunities for the sales team, and ensure that our clients are maximizing value and continuously growing with us.
- Proactively and empathetically engage customers at risk, ensuring urgent customer issues are resolved promptly, and discover trends for churn, optimizing processes for danger accounts moving forward.
What you’ll bring to us:
- A “customer-first” attitude is essential.
- Experience in Customer Success within SaaS or Financial sectors.
- Strength in building relationships and positive collaboration with customer.
- Ability to increase client satisfaction, adoption and retention metrics.
- Experience with issue resolution and a positive mindset to view challenges in the product and customer journey as opportunities for improvement
#EarlyCareersOur benefits
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.
