Client Success Manager-Fintech

Beacon Hill Staffing Group, LLC; Raleigh (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Beacon Hill Staffing Group, LLC in Raleigh seeks a Client Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors.

In this role, you will be responsible for protecting existing revenue, driving customer adoption and engagement, and partnering with internal teams to ensure the long-term success and satisfaction of an assigned portfolio of clients.

Qualifications

• 5–10+ years of experience in Customer Success, Strategic Account Management, Fintech, or Enterprise SaaS.
• Proven track record managing large, strategic client portfolios.
• Experience driving retention, renewals and revenue growth.
• Strong executive presence to influence senior decision makers.
• Experience with wealth management ecosystems and fintech platforms preferred.

Responsibilities

• Serve as a trusted advisor to clients, providing insights to maximize value of products.
• Manage post-sale relationships to ensure satisfaction, retention and long-term success.
• Guide adoption and engagement across fintech and data solutions.
• Act as escalation point with Client Services and Support to advocate for customer needs.
• Partner with Product, Marketing and Professional Services to align client priorities.
• Lead renewal and growth discussions to protect and expand revenue.
• Build executive relationships across digital, product, operations, and wealth leadership.

Skills

Client Success

Strategic Accounts

Fintech

Stakeholder Engagement

Job description

Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.

Position Summary

We are seeking a Client Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving customer adoption and engagement, and partnering with internal teams to ensure the long-term success and satisfaction of an assigned portfolio of clients. The ideal candidate is proactive, organized, and experienced in managing strategic customer relationships through structured outreach programs, including regular business reviews, executive stakeholder engagement, and ongoing account planning. Experience supporting wealth management firms, broker-dealers, registered investment advisors (RIAs), wealth technology platforms, or digital wealth solutions is highly preferred.

What You'll Do

• Serve as a trusted advisor to both established and emerging clients, providing industry insights and best practices to help them maximize the value of the company's products and services.
• Manage post-sale client relationships to ensure customer satisfaction, retention, and long-term success.
• Guide clients on adoption and engagement across the organization's suite of fintech and data solutions.
• Act as an escalation point and collaborate with Client Services and Support teams to advocate for customer needs.
• Partner with internal teams, including Product, Marketing, and Professional Services, to communicate client priorities and ensure successful delivery of commitments.
• Lead renewal and growth discussions to protect and expand account revenue.
• Build executive-level relationships with stakeholders across digital, product, operations, and wealth leadership teams to align solutions with clients' strategic business objectives.

Qualifications

• 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, Financial Services, or Enterprise SaaS.
• Proven track record managing large, strategic client portfolios.
• Experience driving customer retention, renewals, and revenue growth.
• Strong understanding of the wealth management ecosystem, including wealth technology platforms, advisor tools, digital advice solutions, portfolio management systems, client engagement platforms, aggregation, open banking, or financial data services.
• Experience working with banks, wealth managers, broker-dealers, RIAs, asset managers, or fintech companies serving the wealth industry.
• Strong executive presence with the ability to influence senior decision makers.
• Excellent analytical, communication, and problem-solving skills.
• Experience within fintech, banking, financial services, data platforms, or SaaS environments preferred.
• Strategic thinker with strong operational and commercial acumen.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Company Profile

Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com.

Benefits Information

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

We look forward to working with you.

Beacon Hill. Employing the Future (TM)