Remote Wealth Tech Client Success Manager

Practifi; United States; Remote; USD 85,000 - 105,000; Full time

Benefits offered by this job

Base salary $85k–$105k plus uncapped 3

20 days vacation, 10 sick, 3 personal,

Medical/dental/vision and lifedisabil

401(k) with match

Learnbucks learning stipend

Practibuddy mentor

Two company summits in Chicago

Job summary

Practifi is a remote-first client management platform for wealth management firms. You’d own a book of mid-market and growth-stage RIAs, focusing on adoption, client health, and renewals.

The work is relationship-led, advising on how Practifi fits the way firms actually run, not just how the screens work. You’d report to our Head of Revenue and collaborate with Account Management, Implementation, Support, and Product.

Qualifications

• Three to five years in client success or account management, preferably in B2B SaaS.
• Experience with financial services clients such as RIAs, broker-dealers, or wealth management is desirable.
• Ability to advise on how Practifi fits actual firm workflows, not just software screens.

Responsibilities

• Own a book of client relationships across their lifecycle as the primary point of contact.
• Conduct semi-annual business reviews tying Practifi usage to client goals.
• Manage renewals with support from lead or senior managers when needed.
• Grow adoption within the book rather than using hard sales pressure.
• Coordinate release readiness for clients before and after each release.
• Deliver 45-minute training demonstrations to empower users.

Skills

Relationship management

CRM experience

Communication

Tools

Salesforce

Job description

Practifi is a remote-first client management platform for wealth management firms. You’d own a book of mid-market and growth-stage RIAs, focusing on adoption, client health, and renewals.

The work is relationship-led, advising on how Practifi fits the way firms actually run, not just how the screens work. You’d report to our Head of Revenue and collaborate with Account Management, Implementation, Support, and Product.