Strategic Client Success Manager, Americas (SaaS)

Trusted Family

Austin (TX)

Hybrid

USD 65,000 - 110,000

Full time

42 hours ago
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Job summary

Trusted Family is seeking a Client Success Manager to support Americas, building strong relationships with high-level families and Fortune 500 clients. You will own a portfolio, guide onboarding, and provide tailored solutions in a fast-changing tech environment.

You will also serve as a product advocate, voicing customer needs to influence platform roadmap, and help cultivate a thriving client community through events while embracing hybrid work and occasional international travel.

Qualifications

  • Master's degree in a relevant field.
  • Knowledge of the family business and/or family office market is advantageous.
  • Proven experience in a client-facing role within B2B, Tech/SaaS startup, or wealth management/family office environment.

Responsibilities

  • Build and nurture strong, long-term relationships with clients in Americas (occasional travel required).
  • Own and manage a portfolio of clients, providing tailored support and solutions.
  • Act as a trusted advisor during onboarding and ongoing engagements, sharing best practices and content.
  • Foster and grow our Client Community through in-person and online events.
  • Engage with top-level families from Fortune 500 companies.
  • Become a product expert and help shape the vision of our new platform generation.
  • Serve as the voice of the customer internally to prioritize product developments.

Skills

Client relationships
Public speaking
Communication skills
Stakeholder management
Presentation skills

Education

Master's degree

Job description

Trusted Family is seeking a Client Success Manager to support Americas, building strong relationships with high-level families and Fortune 500 clients. You will own a portfolio, guide onboarding, and provide tailored solutions in a fast-changing tech environment.

You will also serve as a product advocate, voicing customer needs to influence platform roadmap, and help cultivate a thriving client community through events while embracing hybrid work and occasional international travel.

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