Client Success Manager - Key & Strategic
New
Remote-first work flexibility across the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- Account ManagementStakeholder managementData analyticsSaaS
Requirements
- 5+ years of experience in client success, account management, consulting, or similar client-facing roles within a SaaS or financial technology environment.
- Strong understanding of enterprise or institutional client segments, ideally within wealth management, financial services, or data-driven platforms.
- Proven ability to manage complex, high-value client relationships and drive retention and expansion outcomes.
- Excellent communication, presentation, and stakeholder management skills, including experience engaging senior and C-level executives.
- Strong analytical and problem-solving abilities with a data-driven approach to decision-making.
- Ability to work cross-functionally across product, engineering, and services teams in a fast-paced environment.
- High level of ownership, accountability, and ability to manage multiple strategic accounts simultaneously.
- Bachelor’s degree or equivalent professional experience required.
Responsibilities
- Own the end-to-end post-sales client journey for strategic accounts, ensuring successful onboarding, adoption, expansion, and renewal outcomes.
- Serve as a trusted advisor to key and strategic clients, deeply understanding their business models, goals, and investment workflows.
- Lead quarterly business reviews with Account Executives to align on performance, product usage, and optimization opportunities.
- Act as the primary voice of the client across internal teams, including Product, Engineering, Services, and Support.
- Drive client adoption, engagement, and satisfaction through proactive account management and strategic guidance.
- Identify opportunities to enhance client value through platform capabilities, services, and workflow improvements.
- Partner cross-functionally to resolve issues, support implementations, and ensure seamless client experiences.
- Gather and translate client feedback into actionable insights that influence product roadmap and innovation.
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