Enterprise Client Success Manager - Mortgage SaaS

RiskSpan; Arlington (VA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Paid time off

401(k)

Medical, dental, and vision coverage

Job summary

RiskSpan is seeking a Senior Client Success Manager to own post-sale relationships for a portfolio of enterprise accounts on Edge. You’ll drive adoption, retention, and growth, partnering with onboarding, product, and support to maximize value for complex data-driven clients in financial services.

You will manage renewal and upsell cycles, navigate procurement and legal processes, and build executive relationships across client organizations to ensure long-term success.

Qualifications

• Experience in client success or account management in a B2B SaaS environment.
• Background in financial services is required; mortgage, asset backed finance, or investment management is required.
• Comfortable with data-heavy, technically complex software and helping clients use it effectively.
• Ability to work cross-functionally with support, operations, product, and legal.
• Familiar with enterprise procurement and renewal processes.

Responsibilities

• Own your book of business and maintain relationships at multiple levels within each account.
• Show up where clients are through conferences, events, and forums.
• Monitor client health, usage, and engagement signals and act on them early.
• Own metrics like gross revenue retention, net revenue retention, and expansion ARR.
• Partner with onboarding to ensure a strong Edge start and ongoing adoption.
• Drive a structured engagement cadence with quarterly business reviews and status calls.
• Translate client needs into actionable input for product teams and coordinate with support.
• Own upsell and renewal cycles end to end, including enterprise procurement and legal steps.

Job description

RiskSpan is seeking a Senior Client Success Manager to own post-sale relationships for a portfolio of enterprise accounts on Edge. You’ll drive adoption, retention, and growth, partnering with onboarding, product, and support to maximize value for complex data-driven clients in financial services.

You will manage renewal and upsell cycles, navigate procurement and legal processes, and build executive relationships across client organizations to ensure long-term success.