Client Success & Operations Manager

Recooty; West Palm Beach, Northern (FL, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

SMArtX Advisory Solutions in West Palm Beach seeks a Client Success Manager to drive day-to-day operational execution for a book of accounts across Enterprise and FinTech clients. You will coordinate with the VP, Onboarding, and Client Support to keep processes and communications moving.

You will translate strategy into action, track commitments, and surface issues before escalation while fostering automation and AI-enabled improvements across onboarding, pricing, and support workflows.

Qualifications

• Bachelor's degree required and 3–5+ years in client success, account management, implementation, or operations within financial services or FinTech.
• Strong project and process management skills with multi-tasking across accounts.
• Experience coordinating across onboarding, client support, product and operations teams.
• Excellent written and verbal communication; ability to translate technical detail into client updates.
• Knowledge of Managed Accounts, UMAs, TAMPs, and FinTech concepts; bias toward automation.

Responsibilities

• Serve as day-to-day operational contact for an assigned book of accounts with the VP, Client Strategy & Success.
• Bridge communication between Onboarding, Client Support, and the client to avoid gaps.
• Track open items, initiatives, and commitments for each account until closure.
• Monitor onboarding requests, tickets, and pricing or contract items; provide VP with current activity status.
• Prepare status materials and briefing notes for client meetings and business reviews.
• Coordinate scheduling and logistics for client meetings and cross-functional sessions.
• Maintain visibility into client tickets and requests ensuring documentation and follow-through.
• Escalate risks or delays with context to enable fast decisions.
• Identify recurring pain points and propose automation/AI-enabled solutions.
• Maintain up-to-date account documentation and health/status tracking.

Skills

Project management

Process management

Stakeholder management

Communication

Cross-functional collaboration

Education

Bachelor's degree

Tools

Jira

Confluence

Job description

SMArtX Advisory Solutions in West Palm Beach seeks a Client Success Manager to drive day-to-day operational execution for a book of accounts across Enterprise and FinTech clients. You will coordinate with the VP, Onboarding, and Client Support to keep processes and communications moving.

You will translate strategy into action, track commitments, and surface issues before escalation while fostering automation and AI-enabled improvements across onboarding, pricing, and support workflows.