Client Success Manager at Practifi · United States · Joined
P
Client Success Manager
Practifi · United States · Just now · 0 applicants
NewRemoteFull-timeMiddle
Pay
$85k–$105kListed
Workplace
Remote
Job type
Full-time
Level
Middle
Team: Client Success · Source: jobright · Posted by joined-scrapper
About the role
Responsible for managing client relationships with wealth management firms, ensuring adoption, retention, and growth for Practifi's CRM platform.
What you’ll do
Own relationships with mid-market and growth-stage RIAs
Guide product adoption
Monitor and manage client health
Drive renewals and expansion
Collaborate with internal teams
Conduct training sessions for clients
What you’ll need
3-5 years in client success or account management at a B2B SaaS company
At least 2 years in financial services (wealth tech, fintech, or managing RIA/broker-dealer clients)
Experience working on the software side with financial services clients
Comfortable leading training sessions for client audiences
Proficient in CRM (e.g., Salesforce)
Legally authorized to work in the US without sponsorship
Original job description
Practifi provides a client management platform for wealth management firms. The Client Success Manager owns relationships with mid-market and growth-stage RIAs, guiding adoption, client health, renewals, and growth in collaboration with internal teams.Three to five years in client success or account management at a B2B SaaS company, owning a book with…