Job Description:
Note: Fidelity will not provide immigration sponsorship for this position
The Role
The Customer Success Manager at Fidelity Labs plays a key role in supporting the growth of Catchlight, a startup that helps financial advisors prioritize and optimize leads and prospects. Catchlight launched in May 2022 and is now available to advisors nationwide. Learn more at https://catchlight.ai.
In this role, you will partner with the Director and Head of Customer Success to deliver exceptional client experiences and drive long-term customer value. You’ll own end-to-end client relationships, beginning with onboarding, proactively engage customers to increase adoption, identify expansion opportunities, and share customer insights with product and sales teams.
Catchlight operates as an independent startup within Fidelity Labs. The team owns the full platform—from sales and marketing to product, design, and engineering—and works using design thinking, lean startup principles, and agile development.
The Expertise and Skills You Bring
- 5+ years in a client-facing, post-sales role (SaaS experience preferred), including managing a book of business, renewals, and business reviews
- Proven ability to drive product adoption, demonstrate business value, and support customers across varying roles and experience levels
- Experience in financial services and/or startup environments a plus
- Strong customer engagement skills, including coaching best practices, evangelizing products, and supporting multiple stakeholder groups
- Ability to gather customer feedback and translate insights into clear recommendations for internal teams
- Comfort learning and explaining technical systems, including how platforms, APIs, and integrations work
- Proficiency with Salesforce CRM (required), HubSpot and other cloud-based tools; strong Excel skills
- Excellent written and verbal communication, active listening, and follow-through
- Self-motivated, collaborative teammate who thrives in fast-paced, high-growth environments
- Willingness to travel up to 15% as needed
The Team
We are Fidelity Labs, Fidelity Investments’ in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We seek to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses and financial institutions we serve.
Fidelity Labs is a dynamic workplace that combines the best parts of startup life—building from scratch, adapting quickly, and moon-shot ambition—with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at labs.fidelity.com.
The base salary range for this position is $80,000 - $135,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Relationship ManagementApply
All fields are required.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Hybrid work schedule
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.