Senior Client Success ManagerAbout the RoleWe're looking for a Senior Client Success Manager who already speaks the language of institutional investors - someone who has sat across the table from endowments, foundations, OCIOs, pensions, or family offices and understands how they evaluate, adopt, and get value from a platform. You'll serve as trusted advisor and advocate for our highest-tier clients, driving retention and growth while ensuring their needs are met across the organization.
Key Responsibilities- Sustain strong revenue retention across your book of business, demonstrating effective client value orientation.
- Drive consistent annual revenue growth for your accounts, ensuring year-over-year growth.
- Manage and maintain high renewal rates across your book to minimize client delinquencies.
- Successfully mitigate downsell risk, protecting annual recurring revenue (ARR).
- Effectively transition clients from legacy contracts to standard agreements, managing billing frequencies, terms, and uplift caps.
- Serve as the connective tissue between clients and internal teams, ensuring timely, successful delivery of solutions and a consistently strong client experience.
What You'll BringRequired - Industry Experience- Direct professional experience working with, or on behalf of, institutional asset owners - endowments, foundations, OCIOs, pensions, family offices, or similar allocators.
- Working knowledge of institutional investment concepts and terminology (asset allocation, private markets exposure, performance reporting, investment committee cycles) gained through hands-on client-facing or investment operations work.
- A track record owning and growing client or account relationships, ideally with demonstrated revenue retention, renewal, or growth responsibility.
Required - Core Skills- Proficiency using data and analytics to inform decisions and shape account strategy.
- Ability to spot risk early and get ahead of it, rather than reacting after the fact.
- Strong relationship management, negotiation, and risk assessment skills.
- Detail-oriented and organized, with strong prioritization and time management across a book of accounts.
Preferred- Prior experience at a fintech/SaaS platform serving institutional investors.
- Background at an OCIO, endowment/foundation investment office, pension fund, or asset management firm serving these clients.
- Experience carrying a renewal or retention quota - or otherwise being measured on account-level revenue outcomes.
Interview ProcessWe want this to be a great fit for both sides. After applying, you'll be asked to complete a short set of aptitude and personality assessments before connecting with a recruiter. Everyone goes through them, from interns to our CEO. The invitation will come from a member of our recruiting team - keep an eye on your inbox and check your spam folder just in case.
