Client Success Manager
Company: Maestro for Private Equity
Location: Boston
Posted on: April 1, 2026
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Job Description:
About Maestro Maestro is the value creation platform designed
exclusively for the Private Equity industry. Backed by S&P
Global, Accordion Partners and several General Partners from the PE
industry, Maestro helps PE sponsors modernize their operations and
maximize value creation within their portfolio through active
portfolio management and collaboration with portfolio company
management teams. About the role Maestro is a high-growth
technology startup seeking a Client Success Manager (CSM) to join
our Client Organization. With a growing roster of clients, we are
building long-lasting partnerships with private equity sponsors and
portfolio companies that leverage our platform to drive measurable
outcomes. As a CSM, you’ll own client relationships end-to-end:
onboarding, adoption, retention, and growth. You’ll learn the ins
and outs of the Maestro platform, build trusted relationships with
senior stakeholders, and act as a strategic partner in value
creation planning. This role is critical to ensuring our clients
achieve maximum impact with Maestro. This position can be located
in Boston or New York City. What you’ll do Manage, maintain, and
grow a book of client accounts, including global private equity
firms and PE-backed companies. Cultivate an acute understanding of
each client firm’s needs and goals related to Maestro, continuously
provide solutions to meet and exceed those goals. Act as a subject
matter expert on value creation planning, sharing best practices
from across the private equity ecosystem. Meet regularly (live and
virtual) with clients to review progress, drive outcomes, and
foster impactful relationships. Lead client onboardings to ensure
proper setup and delivery against the agreed upon value prop.
Develop and execute strategic account plans focused on adoption,
retention, and growth; strategically leverage internal
cross-functional teams for client support. Forecast renewals and
proactively manage risk to exceed retention and growth targets.
Identify upsell opportunities and partner with Client Development
to drive expansion. Collaborate with a Client Success Associate to
optimize configurations and coordinate support for technical
issues. Conduct client webinars and training sessions to drive
product adoption and awareness of new features. Monitor and analyze
user adoption trends to highlight opportunities and mitigate risks.
Capture and communicate client feedback, issues, and
accomplishments to internal teams (Sales, Marketing, Product,
Engineering). Document all client interactions, meeting notes, and
feedback in Salesforce. You come to the table with… 3–5 years of
professional experience in Customer Success, Account Management, or
another client-facing role (B2B SaaS experience preferred;
Financial Technology or Collaborative Work Management SaaS a plus).
Proven ability to build strong client relationships and deliver
measurable results in adoption, retention, and growth. Excellent
communication and presentation skills, with the ability to engage
PE professionals and C-suite executives. Strong analytical and
problem-solving skills; ability to think strategically in
challenging situations. Entrepreneurial mindset with a proactive,
self-starter attitude, and an innate curiosity to learn from
others. Strong organizational and time management skills.
Experience with Salesforce and Microsoft Office (Slack, Zoom, etc.
a plus). Ability to operate effectively in a hybrid work
environment (both in-office and remote). Bachelor’s degree or
higher. Willingness to travel as required. Salary: $100,000
benefits, bonus, and equity Actual compensation packages are
determined by evaluating a wide array of factors unique to each
candidate, including but not limited to skill set, years and depth
of experience, education, certifications, cost of labor and
internal equity. Maestro is an Equal Opportunity Employer. We are
committed to building a team that represents a variety of
backgrounds, perspectives, and skills. We do not discriminate on
the basis of race, color, religion, marital status, age, national
origin, ancestry, physical or mental disability, medical???
condition, pregnancy, genetic information, gender, sexual
orientation, gender identity or ?expression, veteran status, or any
other status protected under federal, state, or local law.
Keywords: Maestro for Private Equity, Brookline , Client Success Manager, IT / Software / Systems , Boston, Massachusetts
