Customer Success Manager na Broadridge

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

The Customer Success Manager (CSM) for the Transform platform serves as a trusted advisor to Broadridge clients, ensuring they realize the full value of their investment in the platform. This role is focused on client success through strategic partnership, guiding customers from onboarding through adoption and ongoing engagement to enhance their SEC disclosure and filing processes. The CSM acts as the primary relationship owner, collaborating cross-functionally to deliver a seamless client experience, promote retention, and drive growth. Ideal candidates will bring a strong background in SaaS or financial technology, exceptional relationship management skills, and a passion for helping clients achieve measurable business outcomes.

Responsibilities  
•    Serve as the primary relationship owner for an assigned portfolio of Transform platform clients, ensuring exceptional client satisfaction, adoption, and retention.
•    Partner with clients to understand their SEC disclosure goals and workflows, providing strategic guidance on best practices and platform utilization.
•    Coordinate implementation, onboarding, and enablement sessions to ensure clients’ teams are fully equipped to use Transform effectively.
•    Collaborate cross-functionally with Product, Development, Operations, Help Desk, Onboarding, and Sales teams to deliver a seamless client experience, from initial implementation through license renewal.
•    Monitor customer health, platform usage, and engagement metrics to proactively address challenges and identify opportunities for deeper adoption or expansion.
•    Conduct regular business reviews with clients to highlight success metrics, demonstrate ROI, and align on strategic objectives.
•    Act as the voice of the customer, advocating internally for platform enhancements, new capabilities, and process improvements.
•    Support renewal and growth initiatives in partnership with Sales to drive retention and identify upsell opportunities.
•    Maintain detailed records and insights in CRM and customer success systems to ensure proactive account management.

Qualifications  
•    5–7 years of experience in Customer Success, Account Management, or Client Services within a SaaS or technology environment.
•    Familiarity with financial services, regulatory reporting, or SEC disclosure and filing processes is highly desirable.
•    Demonstrated success in managing complex client relationships and driving measurable business outcomes.
•    Excellent communication, presentation, and stakeholder management skills at both operational and executive levels.
•    Strong analytical skills and ability to use metrics to inform account strategy and performance.
•    Bachelor’s degree in Business, Communications, Finance, Accounting, or a related field (or equivalent experience).
•    Experience with cloud-based, collaborative platforms or regulatory technology is a strong advantage.

Compensation Range: The salary range for this position is between $80,000 - $100,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role.  All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.  Apply by clicking the application link and submitting your information. The deadline to apply for this role is December 18th, 2025.

#LI-PP1

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].