Client Success Manager - Key & Strategic (Fintech)

TL;DR

Client Success Manager - Key & Strategic (Fintech): Managing the post-sales lifecycle for high-net-worth and institutional investment clients with an accent on adoption, retention, and strategic growth. Focus on diagnosing business operations, delivering quarterly business reviews, and advocating for client needs to internal R&D teams.

Location: Remote (Must be based in the United States and legally authorized to work without visa sponsorship)

Salary: $87,000 - $136,000 (base salary) + bonus + equity + benefits

Company

A global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.

What you will do

• Manage the post-sales lifecycle for the Key & Strategic client segment to ensure maximum platform value, adoption, and retention.
• Provide strategic oversight during the entire client journey, from implementation and optimization to renewal.
• Partner with Account Executives to deliver quarterly business reviews, aligning on business priorities and product roadmap.
• Serve as the internal voice of the client for Product Management, Product Marketing, Support, and Finance teams.
• Diagnose client business operations to prescribe appropriate solutions and services that increase client happiness.
• Collaborate with cross-functional teams and C-level management to ensure GTM objectives are met.

Requirements

• 8+ years of experience in a client-facing role (or 5 years + MBA) with in-depth knowledge of strategic client segments.
• Legal authorization to work in the United States without current or future visa sponsorship.
• Strong track record of interacting regularly with senior leadership and C-level management.
• Excellent problem-solving, communication, organization, and time leadership skills.
• Data and metric-driven approach to client success and account growth.
• Minimum of a Bachelor’s Degree or equivalent professional experience.

Culture & Benefits

• Core values centered on ownership, collaboration, client advocacy, innovation, and a growth mindset.
• Compensation includes base salary, bonus, equity, and a comprehensive benefits package.
• Inclusive work environment committed to diversity and equal opportunity.
• Reasonable accommodations provided for individuals with disabilities during the application and employment process.