Sr. Client Success Manager (Remote - US)

Jobgether; United States; Remote; USD 110,000 - 171,000; Full time

Job summary

Jobgether is seeking a Sr. Client Success Manager to drive strategic relationships with high-value clients in the wealth management sector. In this role, you will oversee the entire post-sales lifecycle, ensuring seamless client onboarding, satisfaction, and long-term success using our financial technology platform. The ideal candidate will have extensive experience in client success or account management, along with excellent communication and problem-solving skills.

Benefits

Comprehensive health insurance coverage

Remote flexibility

Generous paid time off

Equity packages

Supportive work culture

Qualifications

• 10+ years in client success or account management.
• Strong understanding of SaaS and fintech environments.
• Excellent at executive-level communication.

Responsibilities

• Lead the client journey from onboarding to optimization.
• Act as a trusted advisor to key clients.
• Collaborate with internal teams to influence product direction.

Skills

Client relationship management

Problem-solving

Communication

Collaboration

Data-driven mindset

Education

Bachelor's degree or equivalent experience

Job description

Sr. Client Success Manager (Remote - US)

Sr. Client Success Manager (Remote - US)

This range is provided by Jobgether. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$110,000.00/yr - $171,000.00/yr

This position is posted by Jobgether on behalf of Addepar. We are currently looking for a Sr. Client Success Manager - Strategic in the United States.

In this senior-level role, you'll be the strategic advisor for a portfolio of high-value, complex clients in the wealth and investment management sector. You'll guide them through the post-sales lifecycle, ensuring adoption, satisfaction, and long-term success with a powerful financial technology platform. Working cross-functionally with sales, product, and services teams, you'll become a trusted partner, helping clients align technology with their business outcomes. If you thrive in high-impact client-facing roles and enjoy solving sophisticated problems for industry leaders, this is your opportunity to make a direct impact.

Accountabilities:

• Lead the full post-sale client journey from onboarding to optimization, growth, and renewal, ensuring seamless transitions and strategic alignment
• Serve as the trusted advisor to key clients, deeply understanding their business models, challenges, and strategic goals to tailor platform adoption
• Partner with Account Managers to deliver impactful quarterly business reviews and provide insights on usage, product alignment, and roadmaps
• Act as the voice of the client internally, collaborating with product, support, finance, and marketing to influence roadmap and drive solutions
• Maintain high client satisfaction by proactively identifying needs, prescribing platform solutions, and facilitating ongoing engagement
• Support cross-functional collaboration and leadership across internal stakeholders to ensure client success and account retention
• Help build a culture of excellence through mentorship, knowledge-sharing, and supporting the goals of the broader Client Success team
  
  
  

Requirements

• 10+ years of experience in client success, account management, or a related role (or 5+ years with an MBA), ideally serving strategic or enterprise clients
• Demonstrated success in managing long-term client relationships in SaaS, fintech, or wealth management environments
• Deep knowledge of client lifecycle strategies, change management, and business operations within financial or investment services
• Excellent communication, organizational, and problem-solving skills, with strong client-facing presence at the executive level
• Data-driven mindset with a passion for metrics, performance insights, and continuous improvement
• Proven ability to collaborate cross-functionally and influence stakeholders across departments
• Bachelor's degree or equivalent experience required
  
  
  

Benefits

• Base salary range: $110,000-$171,000 USD + bonus + equity
• Comprehensive health insurance coverage
• Remote flexibility and a global work environment
• Generous paid time off and holidays
• Equity packages and long-term growth opportunities
• Supportive and inclusive work culture with learning and development resources
• Offices in major cities including NYC, Salt Lake City, London, and more
  
  
  

Jobgether is a Talent Matching Platform that partners with companies worldwide to efficiently connect top talent with the right opportunities through AI-driven job matching.

When you apply, your profile goes through our AI-powered screening process designed to identify top talent efficiently and fairly.

Our AI evaluates your CV and LinkedIn profile thoroughly, analyzing your skills, experience, and achievements.

It compares your profile to the job's core requirements and past success factors to determine your match score.

Based on this analysis, we automatically shortlist the 3 candidates with the highest match to the role.

When necessary, our human team may perform an additional manual review to ensure no strong profile is missed.

The process is transparent, skills-based, and free of bias — focusing solely on your fit for the role. Once the shortlist is completed, we share it directly with the company that owns the job opening. The final decision and next steps (such as interviews or additional assessments) are then made by their internal hiring team.

Thank you for your interest!

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Non-profit Organizations and Primary and Secondary Education

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