Senior Client Success Manager

About the Role

We're looking for a Senior Client Success Manager to serve as trusted advisor and advocate for our highest-tier clients — driving retention and growth while ensuring their needs are met across the organization. We're most interested in candidates who bring proven account ownership and a demonstrated track record of protecting and growing revenue, ideally from a fintech or SaaS environment.

Key Responsibilities

• Sustain strong revenue retention across your book of business, demonstrating effective client value orientation.
• Drive consistent annual revenue growth for your accounts, ensuring year-over-year growth.
• Manage and maintain high renewal rates across your book to minimize client delinquencies.
• Successfully mitigate downsell risk, protecting annual recurring revenue (ARR).
• Effectively transition clients from legacy contracts to standard agreements, managing billing frequencies, terms, and uplift caps.
• Serve as the connective tissue between clients and internal teams, ensuring timely, successful delivery of solutions and a consistently strong client experience.

Required — Core Skills

• A track record owning and growing client or account relationships, with demonstrated revenue retention, renewal, or growth responsibility.
• Proficiency using data and analytics to inform decisions and shape account strategy.
• Ability to spot risk early and get ahead of it, rather than reacting after the fact.
• Strong relationship management, negotiation, and risk assessment skills.
• Detail-oriented and organized, with strong prioritization and time management across a book of accounts.

Preferred

• Prior experience at a fintech or SaaS platform, ideally one serving institutional, financial-services, or investment clients.
• Working knowledge of institutional investment concepts and terminology (asset allocation, private markets exposure, performance reporting, investment committee cycles).
• Background at an OCIO, endowment/foundation investment office, pension fund, or asset management firm serving these clients.
• Experience carrying a renewal or retention quota - or otherwise being measured on account-level revenue outcomes.

Interview Process

After applying, you'll be asked to complete a short set of aptitude and personality assessments before connecting with a recruiter. Everyone goes through them, from interns to our CEO. The invitation will come from a member of our recruiting team — keep an eye on your inbox and check your spam folder just in case.