Client Success Manager
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Job Summary
Owning a book of mid-market and growth-stage registered investment advisers (RIAs), the full-time remote Client Success Manager will focus on client relationship management, adoption, and engagement to ensure firms effectively utilize the Practifi platform while driving renewals and growth.
Key responsibilities
- Serve as the primary point of contact for a portfolio of client relationships throughout their lifecycle
- Conduct semi-annual business reviews to align Practifi's usage with client goals
- Facilitate client training sessions and ensure readiness for software releases
Required qualifications
- 3-5 years of experience in client success or account management at a B2B SaaS company
- At least 2 years of experience in financial services, particularly with RIAs or wealth management clients
- Proficiency in using Salesforce or similar CRM systems
- Experience conducting training sessions for clients
- Strong understanding of the decision-making processes within advisory firms
Complete Job Description
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