Client Success Manager

🔥 11 minutes ago

🇺🇸 United States – Remote

💵 $85k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

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Practifi

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

💼 Consulting

🛡️ Insurance

☁️ SaaS

💰 $16.4M Series B - Practifi on 2020-01

Consulting • Insurance • SaaS

Practifi is an intelligent, AI‑powered CRM platform purpose-built for wealth management firms and registered investment advisors (RIAs). It delivers enterprise-grade, customizable CRM functionality on Salesforce infrastructure, with native AI assistants, deep integrations with custodians and wealth‑tech systems (e. g. , Orion, Black Diamond, Addepar, Schwab), workflow automation for compliance and client servicing, and mobile access to streamline advisor operations and scale firms of all sizes.

📋 Description

• Own a book of client relationships across the client lifecycle as the primary point of contact • Conduct semi-annual business reviews connecting Practifi usage to each firm’s objectives • Manage renewals, with support from a Lead or Senior Client Success Manager when needed • Drive growth within the client book through adoption rather than pressure • Manage release readiness before and after each release • Deliver 45-minute training demonstrations • Route complex questions to the appropriate experts • Identify firms outgrowing the segment and flag them to the Account Management team • Monitor client health and proactively contact clients who have gone quiet • Report to the Head of Revenue and collaborate with Account Management, Implementation, Support, and Product

🎯 Requirements

• Three to five years in client success or account management at a B2B SaaS company, owning a book with renewals attached • At least two years in financial services, at a wealth technology or fintech company, or managing RIA, broker-dealer, or wealth management clients • Directly relevant experience working on the software side with financial services clients • Knowledge of how advisory firms make decisions, handle compliance pressure, and grow • Comfortable running training sessions for client audiences • Experience using a CRM; Salesforce experience is advantageous • Experience with an advisor CRM, portfolio management, or financial planning platform is advantageous • Must be legally authorized to work in the US for any employer without visa sponsorship

🏖️ Benefits

• Uncapped variable compensation on renewal and expansion revenue • 20 days of paid vacation annually • 10 sick days annually • 3 personal days annually • 3 volunteering days annually • Medical, dental, vision, disability, and life insurance benefits • 401(k) with company match • Learning stipend (Learnbucks) • Practibuddy mentor from the first week • Two company summits a year in Chicago

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