Client Success Manager–Fintech

Position Summary

We are seeking a Client Success Manager to oversee and grow client relationships across the Personal Finance Management, Wealth, Payments, Credit, and broader Fintech sectors. In this role, you will be responsible for protecting existing revenue, driving customer adoption and engagement, and partnering with internal teams to ensure the long-term success and satisfaction of an assigned portfolio of clients.

The ideal candidate is proactive, organized, and experienced in managing strategic customer relationships through structured outreach programs, including regular business reviews, executive stakeholder engagement, and ongoing account planning.

Experience supporting wealth management firms, broker-dealers, registered investment advisors (RIAs), wealth technology platforms, or digital wealth solutions is highly preferred.

What You’ll Do

• Serve as a trusted advisor to both established and emerging clients, providing industry insights and best practices to help them maximize the value of the company’s products and services.
• Manage post-sale client relationships to ensure customer satisfaction, retention, and long-term success.
• Guide clients on adoption and engagement across the organization’s suite of fintech and data solutions.
• Act as an escalation point and collaborate with Client Services and Support teams to advocate for customer needs.
• Partner with internal teams, including Product, Marketing, and Professional Services, to communicate client priorities and ensure successful delivery of commitments.
• Lead renewal and growth discussions to protect and expand account revenue.
• Build executive-level relationships with stakeholders across digital, product, operations, and wealth leadership teams to align solutions with clients’ strategic business objectives.

Qualifications

• 5-10+ years of experience in Customer Success, Strategic Account Management, Consulting, Fintech, Financial Services, or Enterprise SaaS.
• Proven track record managing large, strategic client portfolios.
• Experience driving customer retention, renewals, and revenue growth.
• Strong understanding of the wealth management ecosystem, including wealth technology platforms, advisor tools, digital advice solutions, portfolio management systems, client engagement platforms, aggregation, open banking, or financial data services.
• Experience working with banks, wealth managers, broker-dealers, RIAs, asset managers, or fintech companies serving the wealth industry.
• Strong executive presence with the ability to influence senior decision makers.
• Excellent analytical, communication, and problem-solving skills.
• Experience within fintech, banking, financial services, data platforms, or SaaS environments preferred.
• Strategic thinker with strong operational and commercial acumen.