Customer Success Lead, Private Markets AI

Customer Success Lead Private Markets AI

Location: New York City

Salary: $100,000 – $150,000 Base $250,000 – $300,000 OTE

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ABOUT THE COMPANY

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We build LLM-powered workflow tools purpose-built for private market investors and the consultants who advise them.

• Clients include most of the global top 10 PE and consulting firms
• 10x revenue growth in 2025
• Profitable and bootstrapped — no VC pressure, no noise
• 30+ person team across NYC, London, and Sydney

We only hire people who have genuinely done the job our customers do.

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THE ROLE

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This is not a support function.

You will manage enterprise AI deployments across thousands of users at the largest logos in private markets. You will own senior relationships at top-tier PE funds and global consultancies. You will sit directly between our customers and our product team — turning what you hear in client conversations into features that ship.

If you’ve ever thought “someone should fix this” about the way DD work gets done — here, you’re the person who does.

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WHAT YOU’LL OWN

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Client Relationships

Own onboarding, adoption, and retention across a portfolio of enterprise accounts. Primary point of contact for senior stakeholders at PE funds and global consulting firms.

Large-Scale Deployments

Plan and execute AI rollouts across organizations of 1,000+ users — change management, training, and adoption at scale.

Voice of the Customer

Sit between customers and product. Translate client conversations into a clear view of what needs to be built — and advocate for it.

Training & Enablement

Co-design and deliver training programs. You understand how consultants think — use that to make adoption stick.

Data & Retention

Use usage data and customer analytics to drive satisfaction, surface risk, and identify growth across your book.

Team & Process Building

As an early CS hire, you’ll shape the playbooks, structure, and culture as the team scales around you.

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WHAT WE’RE LOOKING FOR

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Required

• 2+ years in management consulting (CDD a strong plus) OR 2+ years in PE OR 3+ years in customer success, product, or data analytics at a startup or scale-up
• First-hand understanding of how due diligence works — the pressure, the pace, the stakes
• Exceptional communication and presentation skills; comfortable with senior stakeholders from day one
• Strong ability to prioritize and execute quickly under pressure
• Rigorous, data-driven mindset; ability to write basic SQL queries
• Advanced working knowledge of LLMs and AI tools in professional workflows
• Native or highly fluent English

The Mindset We’re Hiring For

• Thoughtful, informed opinions on how AI will change consulting and investment work
• High bar for quality and client outcomes — for yourself and your accounts
• Collaborative, direct, and energized by building rather than inheriting

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COMPENSATION & BENEFITS

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• Base: $100,000 – $150,000
• OTE: $250,000 – $300,000
• Equity
• Private healthcare
• Equinox gym membership
• Lunch in office daily; dinner when working late
• Frequent international offsites (recent: Crete, Cancun)

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THE HONEST PITCH

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If you’ve come from EY-Parthenon, BCG, McKinsey, PwC, or a peer firm — and you’ve been thinking about where AI actually fits into the work you’ve spent years doing — this is a rare chance to answer that question from the inside.

We’re already embedded in the largest deals in private markets. You’d be joining early, with real scope, real upside, and a direct line to the product our customers rely on every day.

We only hire people who have done the job our customers do.

If that’s you — we want to hear from you.