Client Success Manager
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Job Description
Client Success Manager growing adoption and renewals for wealth management firms using Practifi, a Salesforce-based client management platform. Managing client health, training, releases, and expansion across a book of RIAs.
Responsibilities:
- Own a book of client relationships across the client lifecycle as the primary point of contact
- Conduct semi-annual business reviews connecting Practifi usage to each firm’s objectives
- Manage renewals, with support from a Lead or Senior Client Success Manager when needed
- Drive growth within the client book through adoption rather than pressure
- Manage release readiness before and after each release
- Deliver 45-minute training demonstrations
- Route complex questions to the appropriate experts
- Identify firms outgrowing the segment and flag them to the Account Management team
- Monitor client health and proactively contact clients who have gone quiet
- Report to the Head of Revenue and collaborate with Account Management, Implementation, Support, and Product
Requirements:
- Three to five years in client success or account management at a B2B SaaS company, owning a book with renewals attached
- At least two years in financial services, at a wealth technology or fintech company, or managing RIA, broker-dealer, or wealth management clients
- Directly relevant experience working on the software side with financial services clients
- Knowledge of how advisory firms make decisions, handle compliance pressure, and grow
- Comfortable running training sessions for client audiences
- Experience using a CRM; Salesforce experience is advantageous
- Experience with an advisor CRM, portfolio management, or financial planning platform is advantageous
- Must be legally authorized to work in the US for any employer without visa sponsorship
Benefits:
- Uncapped variable compensation on renewal and expansion revenue
- 20 days of paid vacation annually
- 10 sick days annually
- 3 personal days annually
- 3 volunteering days annually
- Medical, dental, vision, disability, and life insurance benefits
- 401(k) with company match
- Learning stipend (Learnbucks)
- Practibuddy mentor from the first week
- Two company summits a year in Chicago
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