This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Client Success Manager - Key & Strategic in United States.
This Client Success Manager - Key & Strategic role is a high-impact, relationship-driven position focused on driving value, retention, and long-term success for some of the most complex and strategic enterprise clients. You will act as a trusted advisor across the full post-sales lifecycle, ensuring clients fully adopt and maximize a sophisticated data and analytics platform. The role requires deep collaboration with Account Executives, Product, Engineering, and Services teams to align client needs with platform capabilities and roadmap evolution. You will guide strategic conversations, lead quarterly business reviews, and identify opportunities for growth, optimization, and improved client outcomes. Acting as the voice of the client internally, you will influence product direction and service improvements. This is a highly visible role where your ability to build trust, interpret client strategy, and deliver measurable value directly impacts retention and expansion.
Accountabilities:
Own the end-to-end post-sales client journey for strategic accounts, ensuring successful onboarding, adoption, expansion, and renewal outcomes.
- Serve as a trusted advisor to key and strategic clients, deeply understanding their business models, goals, and investment workflows.
- Lead quarterly business reviews with Account Executives to align on performance, product usage, and optimization opportunities.
- Act as the primary voice of the client across internal teams, including Product, Engineering, Services, and Support.
- Drive client adoption, engagement, and satisfaction through proactive account management and strategic guidance.
- Identify opportunities to enhance client value through platform capabilities, services, and workflow improvements.
- Partner cross-functionally to resolve issues, support implementations, and ensure seamless client experiences.
- Gather and translate client feedback into actionable insights that influence product roadmap and innovation.
Requirements:
5+ years of experience in client success, account management, consulting, or similar client-facing roles within a SaaS or financial technology environment.
- Strong understanding of enterprise or institutional client segments, ideally within wealth management, financial services, or data-driven platforms.
- Proven ability to manage complex, high-value client relationships and drive retention and expansion outcomes.
- Excellent communication, presentation, and stakeholder management skills, including experience engaging senior and C-level executives.
- Strong analytical and problem-solving abilities with a data-driven approach to decision-making.
- Ability to work cross-functionally across product, engineering, and services teams in a fast-paced environment.
- High level of ownership, accountability, and ability to manage multiple strategic accounts simultaneously.
- Bachelor’s degree or equivalent professional experience required.
Benefits:
- Competitive base salary with bonus and equity opportunities
- Comprehensive medical, dental, and vision insurance coverage
- Retirement savings plan with employer matching contributions
- Flexible vacation policy and paid time off programs
- Paid parental leave and family support benefits
- Mental health and wellness programs, including coaching and support services
- Remote-first work flexibility across the United States
- Professional development and learning opportunities
- Inclusive, collaborative, and mission-driven work environment
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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