Orama Solutions
Overview
Quartr is an AI-powered investment intelligence platform transforming how investors interact with public companies. Through its mobile app, web app, and enterprise-grade API, Quartr delivers seamless access to earnings calls, transcripts, filings, and reports from over 13,000 public companies across 27 global markets. Quartr is scaling rapidly with
$30M
raised to date and a
Series A
backing. Its clients include four of the five largest hedge funds, leading asset managers, sell-side research institutions, and
Fortune 500
companies. The company is building disruptive tools that power decision-making and foster meaningful investor-company engagement. Quartr’s API product provides structured, LLM-optimised data with >98% live coverage and >99.75% uptime, powering platforms, research engines, and financial workflows with real-time access to investor events, transcripts, filings, and presentations. Quartr is now seeking a
Customer Success Manager
to lead and scale success efforts for its API offering. Role Overview
The Customer Success Manager will play a pivotal role in driving retention, adoption, and long-term value across Quartr’s API customer base. This is a strategic, hands-on position embedded early in the sales cycle and closely integrated with cross-functional teams. Key responsibilities
Owning and scaling the Customer Success function for Quartr’s API product Engaging with clients during pre-sales, onboarding, and post-sales Communicating feature updates and identifying new use cases Driving upsell and cross-sell opportunities Sharing client feedback with the product team to inform roadmap decisions Collaborating with Sales, Product, and Marketing Managing renewals and long-term client relationships Contributing to messaging, case studies, and client feedback loops Influencing KPIs including DMRR, NPS, DAU/MAU, GRR, and Churn Ideal Candidate Profile
The ideal candidate is a proactive, strategic thinker with a passion for product and finance. They bring technical fluency, strong initiative, and the ability to build trust with sophisticated clients. Experience
Experience as a Customer Success Manager in a scaling tech company Background in FinTech, financial services, or serving institutional clients Technical fluency to support API integrations and workflows Confidence, curiosity, and energy to lead strategy and execution Strong interest in product development and investor intelligence Why Join Quartr?
This is a rare opportunity to join a fast-growing company at the forefront of financial data innovation. The API product is trusted by the most demanding clients in finance and optimised for modern workflows, including LLMs and AI platforms. Candidates will join a team of driven professionals building tools that reshape investor-company interactions—and help define the future of investment intelligence! Seniority level
Not Applicable Employment type
Full-time Job function
Software Development and Financial Services
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Quartr is an AI-powered investment intelligence platform transforming how investors interact with public companies. Through its mobile app, web app, and enterprise-grade API, Quartr delivers seamless access to earnings calls, transcripts, filings, and reports from over 13,000 public companies across 27 global markets. Quartr is scaling rapidly with
$30M
raised to date and a
Series A
backing. Its clients include four of the five largest hedge funds, leading asset managers, sell-side research institutions, and
Fortune 500
companies. The company is building disruptive tools that power decision-making and foster meaningful investor-company engagement. Quartr’s API product provides structured, LLM-optimised data with >98% live coverage and >99.75% uptime, powering platforms, research engines, and financial workflows with real-time access to investor events, transcripts, filings, and presentations. Quartr is now seeking a
Customer Success Manager
to lead and scale success efforts for its API offering. Role Overview
The Customer Success Manager will play a pivotal role in driving retention, adoption, and long-term value across Quartr’s API customer base. This is a strategic, hands-on position embedded early in the sales cycle and closely integrated with cross-functional teams. Key responsibilities
Owning and scaling the Customer Success function for Quartr’s API product Engaging with clients during pre-sales, onboarding, and post-sales Communicating feature updates and identifying new use cases Driving upsell and cross-sell opportunities Sharing client feedback with the product team to inform roadmap decisions Collaborating with Sales, Product, and Marketing Managing renewals and long-term client relationships Contributing to messaging, case studies, and client feedback loops Influencing KPIs including DMRR, NPS, DAU/MAU, GRR, and Churn Ideal Candidate Profile
The ideal candidate is a proactive, strategic thinker with a passion for product and finance. They bring technical fluency, strong initiative, and the ability to build trust with sophisticated clients. Experience
Experience as a Customer Success Manager in a scaling tech company Background in FinTech, financial services, or serving institutional clients Technical fluency to support API integrations and workflows Confidence, curiosity, and energy to lead strategy and execution Strong interest in product development and investor intelligence Why Join Quartr?
This is a rare opportunity to join a fast-growing company at the forefront of financial data innovation. The API product is trusted by the most demanding clients in finance and optimised for modern workflows, including LLMs and AI platforms. Candidates will join a team of driven professionals building tools that reshape investor-company interactions—and help define the future of investment intelligence! Seniority level
Not Applicable Employment type
Full-time Job function
Software Development and Financial Services
#J-18808-Ljbffr