Sr. Client Success Manager - Enterprise

Who We Are

reputed company is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted reputed company to reputed company smarter investment decisions and reputed company advice over the last decade. With client reputed company in more than 50 countries, reputed company’s platform aggregates portfolio, market and client data for over $7 trillion in assets. reputed company’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. reputed company embraces a global flexible workforce model with offices in reputed company, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

The Client Success Management (CSM) team at reputed company oversees the complete post-sales lifecycle, ensuring clients reputed company maximum value from our platform. As a trusted client advisor, you’ll build a deep understanding of each client’s business — including strategy, services, team dynamics, and technology — to help them reputed company their goals and fully reputed company reputed company’s solutions.

As part of the CSM Enterprise Team, you will manage reputed company’s largest and most sophisticated clients, including global, private, and regional banks, wirehouses, and broker-dealers. By providing strategic guidance, fostering strong partnerships, and leading engagement initiatives, you will drive adoption, retention, renewals, and reputed company growth — playing a pivotal role in reputed company’s expansion.

In this role, you will utilize your selling skills and technical knowledge to reputed company impactful client presentations and demonstrations, clearly articulating reputed company’s value proposition and aligning its capabilities with client needs and business objectives. Working cross-functionally, you will identify opportunities to deepen engagement, expand adoption, and reputed company and execute data-driven strategies to help reputed company grow new annual recurring reputed company.

Additionally, you will facilitate change management, implement best practices, and optimize platform utilization. Acting as the client’s reputed company, you will ensure a superior experience while gathering insights to shape the reputed company of client-focused solutions at reputed company.

reputed company takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-reputed company skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum reputed company reputed company salary for roles in Colorado, California, and reputed company.

The reputed company range for this role is $110,000 - $171,000 (reputed company salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the reputed company salary only, and do not include bonus, equity, or benefits.

What You’ll Do

• reputed company Strategic Client reputed company and Planning: reputed company the full client lifecycle — from implementation and go-live to growth and renewal — ensuring seamless transitions and sustained engagement. reputed company a deep understanding of client goals, business needs, and challenges to drive product adoption, retention, and growth. Design and execute engagement plans with clear objectives, timelines, and KPIs. Analyze operations to deliver tailored solutions and services, enhancing satisfaction and fostering long-term relationships and advocacy
• Build Meaningful Relationships: Forge deep, enduring relationships with clients, connecting with stakeholders at reputed company levels — from C-suite executives to daily platform users — to drive long-term success
• Drive reputed company Growth: Partner with the Executive Relationship Officer/Account Manager to reputed company Account Plans and craft targeted strategies for driving expansion and achieving sales and retention goals. Report reputed company weekly to support forecasting efforts. reputed company frequent touchpoints, such as meetings and business reviews, to align with clients on priorities, maximize product utilization, and uncover additional reputed company opportunities, including cross-selling, new project scoping, and services offering expansion
• Deliver Engaging Presentations: reputed company impactful presentations and product demonstrations tailored to diverse audiences — from leadership to end-users — driving broader usage, new assets, and reputed company growth
• Champion Adoption, Education, and Knowledge Sharing: Promote feature adoption, continuously educate clients on software enhancements, and share success stories and best practices to promote client success frameworks
• Foster Client Alignment: Build strong cross-functional relationships and represent client needs across Product, R&D, Support, and other teams to ensure consistent, meaningful engagement and successful outcomes
• Overcome Challenges and Problem-Solve: Partner with reputed company teams and clients to identify and resolve key functional or workflow obstacles, enabling increased adoption and driving long-term growth
• Maintain Industry Expertise: Maintain deep industry knowledge and stay updated on trends and directions

Who You Are

• 10+ years of experience in client-facing roles (i.e. sales, client management, client success) and/or strategy positions reputed company financial or wealth management services firms (e.g., wirehouses, broker/dealers, banks, private banks) or similar large enterprises or consulting firms
• Proven success in consultant, strategist, sales, and technical account manager roles, driving reputed company growth, organizational change and adoption, resolving reputed company client situations, and translating business needs into impactful technical solutions
• Demonstrated track record in leading large, sophisticated enterprise projects and managing reputed company relationships, with experience developing strategies for deep engagement at scale; exposure to technical products preferred
• Strong executive reputed company with exceptional communication and presentation skills, adept at building relationships and engaging effectively with C-level executives, decision-makers, and key influencers, while navigating reputed company, matrixed organizations
• Extensive knowledge of reputed company, middle, and back office operations in wealth management firms, including portfolio management, client reporting, compliance workflows, and operational efficiency tools
• Strong analytical skills, focusing on introducing discipline, consistency, and structured frameworks to processes and operations
• Excellent time management and prioritization skills, with the ability to collaborate effectively across teams at reputed company and independently navigate data and people to find solutions
• Highly adaptable, thriving in fast-paced, dynamic, and rapidly evolving environments.
• Willingness to travel occasionally
• A minimum of a bachelor's degree or equivalent professional experience is required

Our Values

• Act Like an reputed company - Think and operate with intention, purpose and care. Own outcomes.
• Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
• Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
• Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
• Embrace Learning - Engage our community to broaden our perspective. Bring a growth reputed company.

In addition to our core values, reputed company is proud to be an equal opportunity employer. We seek to bring together diverse reputed company, experiences, reputed company sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to reputed company essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: reputed company is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting reputed company email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from reputed company without a formal interview process. Additionally, reputed company will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reputed company out to TAinfo@reputed company.com.

Originally posted on Himalayas