Associate Customer Success Manager or Customer Success Manager providing superior service to institutional investment software clients. Responsibilities include educating clients, driving adoption, collaborating with CSMs, proactive outreach, building product knowledge, resolving client issues, and analyzing customer data. Qualifications include 0-2 years of experience for Associate Customer Success and a minimum of three years for Customer Success Manager, quantitative aptitude, long-term client relationships, communication skills, financial knowledge, customer service focus, attention to detail, and proactive problem-solving approach.