Client Success Manager

We are looking for a Client Success Manager to nurture and expand our client relationships. In this role, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and approach to Client Success as we expand and scale our reach to new users.

- Conduct regular check-in meetings with clients to assess their needs and satisfaction.

- Maintain comprehensive client records and notes in our CRM system.

- Monitor client accounts for data quality issues and promptly address any discrepancies.

- Provide training to end user groups to ensure deep product understanding and adoption.

- Track and analyze factors influencing client churn and work to mitigate risks.

- Manage client renewal processes, ensuring timely discussions and contract updates.

- Identify opportunities for contract expansion across new feature sets and/or broader firm adoption.

- Proactively identify and escalate client feature requests to the relevant teams.

- Keep clients informed about product updates, enhancements, and new features.

- Foster and maintain strong, long-term relationships with clients.

- Process ongoing updates from clients and various institutional data sources

- Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs

- Have a bachelor's degree in business, finance, or a related field.

- Have 3+ years of experience managing client relationships.

- Possess exceptional communication and interpersonal skills.

- Posses strong problem-solving abilities and attention to detail.

- Have the ability to work collaboratively in a fast-paced, dynamic environment.

- Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field

- Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s