Sr. Client Success Manager

Overview

Senior-level role advising high-value clients in wealth and investment management.

Ideal candidate has 10+ years in client success with strong SaaS or fintech experience.

Locations

• United States

Requirements

• 10+ years experience in client success
• Deep knowledge of client lifecycle strategies
• Excellent communication and problem-solving skills

Responsibilities

• Lead post-sale client journey
• Serve as trusted advisor
• Partner with Account Managers
• Act as voice of the client
• Maintain high client satisfaction
• Support cross-functional collaboration
• Help build culture of excellence

Benefits

• Comprehensive health insurance
• Remote flexibility
• Generous paid time off
• Equity packages
• Supportive work culture