The Role
The VP of Client Success will manage key client accounts, enhance strategic client engagement, and lead a team focused on proactive client outcomes and growth.
Summary Generated by Built In
VP of Client SuccessLocation: Nashville, TN (On-site)
Employment Type: Full-timeAbout Wealth AccessWealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.The RoleWe’re seeking an experienced and energetic VP of Client Success to transform how we engage and grow our client relationships. This is a player-coach role: you’ll personally manage key accounts while leading the team responsible for adoption, retention, and expansion across our client base. Your mission is to elevate Client Success from reactive support to a proactive, strategic function that drives measurable outcomes for clients and for Wealth Access. You’ll own renewals and expansion, champion the voice of the customer, and partner closely with Sales, Product, and Implementations to deliver exceptional client experiences. This is a high-impact leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with hands-on execution. You’ll shape the future of Client Success at Wealth Access and play a critical role in our long-term growth strategy.What You’ll Do
Employment Type: Full-timeAbout Wealth AccessWealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences. Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data. Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise. This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments. Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.The RoleWe’re seeking an experienced and energetic VP of Client Success to transform how we engage and grow our client relationships. This is a player-coach role: you’ll personally manage key accounts while leading the team responsible for adoption, retention, and expansion across our client base. Your mission is to elevate Client Success from reactive support to a proactive, strategic function that drives measurable outcomes for clients and for Wealth Access. You’ll own renewals and expansion, champion the voice of the customer, and partner closely with Sales, Product, and Implementations to deliver exceptional client experiences. This is a high-impact leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with hands-on execution. You’ll shape the future of Client Success at Wealth Access and play a critical role in our long-term growth strategy.What You’ll Do
- Lead Client Success Strategy: Elevate the function from reactive support to a proactive, growth-oriented team focused on client outcomes.
- Own Renewals and Expansion: Drive retention (GRR) and growth (NRR) by ensuring clients realize full value from Wealth Access.
- Champion Adoption and Engagement: Develop programs that accelerate time-to-value and deepen product usage across client organizations.
- Build Executive Relationships: Serve as a trusted advisor to senior client stakeholders, personally managing key accounts as a player-coach.
- Voice of the Customer: Capture client feedback and partner with Product, Sales, and Implementations to influence roadmap and experience improvements.
- Lead and Inspire the Team: Mentor and develop team members, fostering a culture of accountability, collaboration, and energy.
- Measure and Improve: Define success metrics (adoption, retention, NPS) and implement processes to track and report progress.
- Experienced leader in B2B SaaS or FinTech with a track record of driving client outcomes and team performance.
- Skilled in managing renewals, expansion, and strategic account growth.
- Comfortable engaging with senior client stakeholders and managing executive relationships.
- Understands data flows and integrations at a conceptual level (e.g., digital banking cores, custodians, APIs).
- Proven ability to lead and inspire teams, foster culture, and drive accountability.
- Player-coach mindset: willing to manage key accounts while leading the broader team.
- Based in the Nashville metropolitan area and committed to an on-site leadership presence.
- Lead with Insight
- Put People First
- Win Together
Top Skills
APIs
B2B Saas
Fintech
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The Company
What We Do
Wealth Access is an enterprise customer data enrichment and unification platform that works with financial services’ existing books and records to generate deep insights that power hyper-personalized banking and wealth management experiences. By intelligently unifying records across multiple systems, Wealth Access creates living balance sheets that enable service teams to see each client’s complete financial story and work across business lines to improve customer loyalty and drive higher revenue. As a result of its innovative enterprise-class solutions, Wealth Access today supports more than 200 customers with over $571 billion in assets on the company’s platform, including several of the largest RIAs and banks in America.
