Client Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of a portfolio of client relationships throughout the client lifecycle, serving as the main point of contact.

• Perform semi-annual business reviews that link Practifi usage to the specific objectives of each firm.

• Oversee renewals with assistance from a Lead or Senior Client Success Manager when necessary.

• Foster growth within the client portfolio through adoption rather than pressure.

• Ensure release readiness prior to and following each software release.

• Conduct 45-minute training demonstrations.

• Direct complex inquiries to the appropriate specialists.

• Recognize firms that are outgrowing their segment and alert the Account Management team.

• Monitor client health and proactively reach out to clients who have become inactive.

• Report to the Head of Revenue and collaborate with Account Management, Implementation, Support, and Product teams.

⛳️ Requirements

• Three to five years of experience in client success or account management within a B2B SaaS environment, managing a book that includes renewals.

• A minimum of two years in financial services, whether at a wealth technology or fintech company, or serving RIA, broker-dealer, or wealth management clients.

• Relevant experience working with financial services clients on the software side.

• Understanding of how advisory firms make decisions, manage compliance challenges, and pursue growth.

• Comfortable leading training sessions for client audiences.

• Experience with a CRM system; familiarity with Salesforce is a plus.

• Prior experience using an advisor CRM, portfolio management, or financial planning platform is beneficial.

• Must possess legal authorization to work in the US for any employer without requiring visa sponsorship.

🏝️ Benefits

• Uncapped variable compensation based on renewal and expansion revenue.

• 20 days of paid vacation each year.

• 10 sick days annually.

• 3 personal days each year.

• 3 volunteering days per year.

• Comprehensive medical, dental, vision, disability, and life insurance coverage.

• 401(k) plan with company matching.

• Learning stipend (Learnbucks).

• Practibuddy mentor provided from the first week.

• Two annual company summits held in Chicago.