Head of Strategic Client Success

Recooty; West Palm Beach (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

SMArtX Advisory Solutions, based in West Palm Beach, Florida, is seeking a VP of Client Strategy & Success to lead their client engagement efforts. This role requires a highly skilled leader with over 10 years of experience in financial services or FinTech, adept at managing complex client relationships and driving platform adoption. The successful candidate will develop strategic account plans and cultivate long-term relationships with clients for improved satisfaction and engagement.

Qualifications

• 10+ years of experience in financial services or FinTech focused on relationship management.
• Strong ability to map client needs to service offerings.
• Experience with KPI tracking and client health metrics.

Responsibilities

• Cultivate and maintain relationships with strategic accounts.
• Lead executive discussions and business reviews.
• Oversee client satisfaction and adoption metrics.

Skills

Relationship management

Strategic account planning

Client engagement

Communication skills

Data-driven decision-making

Education

Bachelor's degree

Job description

SMArtX Advisory Solutions, based in West Palm Beach, Florida, is seeking a VP of Client Strategy & Success to lead their client engagement efforts. This role requires a highly skilled leader with over 10 years of experience in financial services or FinTech, adept at managing complex client relationships and driving platform adoption. The successful candidate will develop strategic account plans and cultivate long-term relationships with clients for improved satisfaction and engagement.