Client Success Manager

Practifi

. Own a book of client relationships across the client lifecycle as the primary point of contact .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $85,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client success management within the B2B SaaS sector, focusing on relationship ownership, client training, and proactive engagement. Proficient in utilizing CRM tools and understanding the financial services landscape to drive client growth and satisfaction.

Highest-signal resume keywords

Client Success ManagementB2B SaaS ExperienceFinancial Services KnowledgeCRM ProficiencyTraining Delivery

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementRenewal ManagementBusiness Review ConductingSoftware ExperienceCompliance Understanding

Soft Skills

Proactive CommunicationProblem-SolvingCollaboration

Tools & Technologies

SalesforceAdvisor CRMPortfolio Management SoftwareFinancial Planning Platforms

Industry Keywords

Wealth TechnologyFintechRIABroker-DealerWealth Management

About the role

Key responsibilities & impact

Own a book of client relationships across the client lifecycle as the primary point of contact
Conduct semi-annual business reviews connecting Practifi usage to each firm’s objectives
Manage renewals, with support from a Lead or Senior Client Success Manager when needed
Drive growth within the client book through adoption rather than pressure
Manage release readiness before and after each release
Deliver 45-minute training demonstrations
Route complex questions to the appropriate experts
Identify firms outgrowing the segment and flag them to the Account Management team
Monitor client health and proactively contact clients who have gone quiet
Report to the Head of Revenue and collaborate with Account Management, Implementation, Support, and Product

Requirements

What you’ll need

Three to five years in client success or account management at a B2B SaaS company, owning a book with renewals attached
At least two years in financial services, at a wealth technology or fintech company, or managing RIA, broker-dealer, or wealth management clients
Directly relevant experience working on the software side with financial services clients
Knowledge of how advisory firms make decisions, handle compliance pressure, and grow
Comfortable running training sessions for client audiences
Experience using a CRM; Salesforce experience is advantageous
Experience with an advisor CRM, portfolio management, or financial planning platform is advantageous
Must be legally authorized to work in the US for any employer without visa sponsorship

Benefits

Comp & perks

Uncapped variable compensation on renewal and expansion revenue
20 days of paid vacation annually
10 sick days annually
3 personal days annually
3 volunteering days annually
Medical, dental, vision, disability, and life insurance benefits
401(k) with company match
Learning stipend (Learnbucks)
Practibuddy mentor from the first week
Two company summits a year in Chicago