FinTech Client Success Manager, Strategic Accounts

Beacon Hill; Raleigh (NC); On-site; USD 110,000 - 120,000; Full time

Job summary

Beacon Hill is seeking a Client Success Manager to oversee and grow relationships across Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors in Raleigh, NC. This role focuses on protecting revenue, driving adoption, and partnering with internal teams to ensure long-term client satisfaction.

The ideal candidate has 5-10+ years in customer success or strategic account management, with a strong background in wealth tech, RIAs, and fintech environments.

Qualifications

• 5+ years 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 wealth management ecosystem and wealth tech platforms.
• Experience with banks, wealth managers, RIAs, asset managers, or fintech serving wealth.
• Strong executive presence to influence senior decision makers.
• Excellent analytical, communication, and problem-solving skills.
• Experience in fintech, banking, financial services, data platforms or SaaS preferred.
• Strategic thinker with strong operational and commercial acumen.

Responsibilities

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

Skills

Customer Success

Strategic Account Management

Fintech

Enterprise SaaS

Job description

Beacon Hill is seeking a Client Success Manager to oversee and grow relationships across Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors in Raleigh, NC. This role focuses on protecting revenue, driving adoption, and partnering with internal teams to ensure long-term client satisfaction.

The ideal candidate has 5-10+ years in customer success or strategic account management, with a strong background in wealth tech, RIAs, and fintech environments.