Strategic Client Success Manager, Wealth Tech Growth

Docupace; United States; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Performance-based bonuses

Health benefits

Learning opportunities

Job summary

A financial services technology provider in the United States is seeking a Customer Success Manager to enhance client relationships and optimize value from their platform. The ideal candidate will have at least seven years of experience in Client Success, particularly in wealth management, with proven communication and problem-solving abilities. This role involves driving product adoption, conducting client training, and serving as a trusted advisor to clients. Competitive compensation and professional development opportunities are offered.

Qualifications

• 7+ years in Client Success, preferably in Wealth Management or Fintech.
• Technically savvy with CRM tools and data analytics.
• Able to communicate with C-level executives effectively.

Responsibilities

• Serve as primary contact for key clients.
• Drive product adoption and provide client training.
• Advocate for client needs within the organization.

Skills

Exceptional communication skills

Problem-solving skills

Analytical thinking

Team-building skills

Education

Bachelor’s degree in Business, Finance, or Economics

MBA

Tools

Salesforce

Excel

Power BI

Tableau

Job description

A financial services technology provider in the United States is seeking a Customer Success Manager to enhance client relationships and optimize value from their platform. The ideal candidate will have at least seven years of experience in Client Success, particularly in wealth management, with proven communication and problem-solving abilities. This role involves driving product adoption, conducting client training, and serving as a trusted advisor to clients. Competitive compensation and professional development opportunities are offered.