VP Client Success & Retention, (Fintech /PE) (f/m/x)
About the role
CEPRES is the leading and fastest-growing digital investment platform for private capital markets. This global institutional client base benefits from our award-winning investment solutions for their investment activities while connecting thousands of professionals to the largest private investment network worldwide. CEPRES GmbH / Corp is headquartered in Munich and New York, with additional offices in Denver, Heidelberg, and several locations in the Middle East. Our team is incredibly diverse with over 20 nationalities globally. We value smart and innovative people who also work effectively in a team environment and who are global players.
Key Responsibilities
Develop and execute the global Customer Success strategy, including customer segmentation, engagement models, retention initiatives, expansion programs, and operational scalability.
Build and lead a high-performing global Customer Success organization that puts client needs at the center of everything we do.
Mentor and develop customer-facing teams across multiple locations while fostering a culture of accountability, collaboration, and service excellence.
Establish and monitor key customer success KPIs, including retention, net revenue retention, adoption, customer health, and client satisfaction metrics.
Build scalable customer engagement frameworks that support CEPRES' continued growth and expansion.
Act as executive sponsor for CEPRES' most strategic client relationships, building trusted partnerships with senior stakeholders and ensuring clients realize measurable value from our solutions and data offerings.
Develop strong relationships with institutional investors, private equity firms, pension funds, sovereign wealth funds, insurance companies, and asset managers.
Represent the voice of the customer in strategic planning discussions and influence product roadmap priorities based on client needs and market trends.
Support pre-sales and client engagement activities by partnering with Sales during strategic client discussions and contract negotiations.
Own client retention, renewals, expansion, cross-selling, and upselling strategies, partnering closely with Sales leadership to maximize customer lifetime value and revenue growth.
Identify opportunities to increase client adoption, deepen strategic partnerships, and expand CEPRES' footprint within existing accounts.
Oversee customer delivery, support operations, and service governance to ensure contractual commitments, SLAs, and customer expectations are consistently met or exceeded.
Partner with Finance to support effective invoicing, collections, and remediation plans for delinquent accounts.
Profile
5+ years of experience in customer success, account management, relationship management, or client services within financial services, fintech, financial software, data, or investment technology environments.
Experience leading global customer-facing teams and organizations.
Deep understanding of private markets, including Private Equity, Venture Capital, Private Credit, Infrastructure, Fund-of-Funds, and institutional investment workflows.
Experience in investment-related disciplines such as asset management, investment banking, consulting, accounting, audit, or financial services.
Experience working with enterprise B2B SaaS, financial software, data platforms, or investment technology solutions.
Excellent communication, presentation, and stakeholder management skills.
Strong project and operational management capabilities.
A customer-first mindset with a passion for delivering exceptional client experiences.
What we offer
Career Path in Private Equity
Be part of a unique growth story and take on an exciting, challenging role in a dynamic global environment.
Culture That Drives Success
We are powered by core values that foster an entrepreneurial spirit, drive results, and empower ownership.
Transparency in company goals ensures you’re always part of the bigger picture.
Commitment to Our People
We care deeply about our team, offering outstanding benefits and opportunities to thrive in a diverse, inclusive, and international workplace.
Compensation of an attractive package that reflects your skills, contributions, and growth potential.