Summary: A Client Success Manager is a high-impact individual contributor responsible for owning strategic client relationships and delivering measurable value through tailored guidance, operational excellence, and business insight. The CSM ensures that clients maximize the value of our solutions in alignment with their business goals, while also serving as a key voice in product strategy and client engagement.
Core Responsibilities:
- Client Ownership: Serve as the primary point of contact for our top-tier clients. Cultivate relationships and establish trust through strategic guidance and delivery alignment. Increase long-term client satisfaction, retention, reference-ability and revenue growth.
- Product & Business Expertise: Maintain in-depth knowledge of the company’s solutions and how they drive value across different client business models. Translate client objectives into actionable strategies aligned with the product roadmap.
- Client Advocacy & Insights: Champion client feedback and align it with internal product, services, and executive teams. Monitor and report on client health. Escalate challenges with urgency and influence. Proactively manage risk and expand product adoption.
- SOW & Change Management: Own the process of defining and managing client Scope of Work and Change Requests. Drive pricing discussions and facilitate approval workflows.
- Cross-Functional Leadership: Lead internal planning and execution with Client Delivery, Engineering, and Production Support teams on key client deliverables. Serve as a partner and advisor in internal strategy sessions related to client impact.
- Sales Collaboration: Partner with Sales to support strategic expansion opportunities, ensuring seamless collaboration when larger revenue potential or renewal opportunities are identified.
Qualifications:
- Experience in client success, enterprise account management, or client-facing operations roles.
- Deep experience building strategic, trusted partnerships with business decision-makers.
- Excellent communication, analytical, and problem-solving skills. Adept at leading client calls and executive-level meetings.
- Experience in financial services or SaaS environments (strongly preferred). Knowledge of Vestmark products is a plus.
- Strong understanding of how to measure and communicate solution value and business impact.
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Hybrid
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What We Do
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.
Why Work With Us
Our employees are the reason we've been named a Best Places to Work for several years! Our thriving hybrid work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low.
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Employees engage in a combination of remote and on-site work.
We have a mix of fully remote, hybrid, and in-office employees. We established Tuesdays & Thursdays as collaboration days for hybrid employees.
