The Role
Manage enterprise-level client relationships, drive client success through proactive engagement, collaboration with internal teams, and identify upsell opportunities while delivering exceptional client experiences.
Summary Generated by Built In
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
We are seeking a Client Success Manager with a proven track record of managing complex, enterprise-level client relationships in the Private Markets space. This role is ideal for a proactive and strategic CSM who thrives in high-stakes environments and can navigate nuanced client dynamics with professionalism and precision. The ideal candidate will hold a Salesforce Administrator certification (or equivalent experience) and bring deep expertise in driving adoption, retention, and growth across a sophisticated client base.
You Will
- Own and manage a book of high-value, enterprise clients—serving as their primary point of contact and strategic advisor.
- Develop deep, consultative relationships and deliver a white-glove client experience that drives measurable value and long-term retention.
- Anticipate client needs and proactively mitigate risk through client health monitoring, solutioning, and stakeholder alignment.
- Serve as a quarterback across internal teams—collaborating with Product, Support, Sales, and Engineering to resolve issues, advocate for client needs, and drive continuous improvement.
- Work with the Client Partner on renewal strategy and identify upsell and expansion opportunities by aligning client goals with product capabilities.
- Translate complex workflows and product capabilities into clear value propositions and best practices for client teams.
- Represent the voice of the client in internal roadmap, support, and operational conversations.
You Have
- 2-5 years of experience in a client-facing role such as Client Success, Account Management, or Enterprise Support, ideally within a SaaS or FinTech environment.
- Salesforce Administrator certification or equivalent experience configuring, managing, or supporting Salesforce workflows strongly preferred
- Direct experience managing real estate clients or supporting other financial services firms.
- Demonstrated success managing complex, high-stakes enterprise relationships.
- High EQ and executive presence with outstanding communication and relationship-building skills.
InvestorFlow is an investor and deal engagement platform that prioritizes intelligent digital experiences, productivity, and engagement. Our cloud-native platform integrates deal flow management, fundraising, reporting, and investor services. We are proud to serve over 175 clients, including 25 of the top 50 alternative asset managers, managing more than $6 trillion in assets, 750 funds, and 90,000 LPs. Headquartered in San Francisco, California, we are committed to driving innovation and inclusivity in the financial industry. To learn more about our company, please visit www.investorflow.com.
Top Skills
Salesforce
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The Company
What We Do
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.
