Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
Develop a deep understanding of clients’ business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
Proactively analyze client health and product usage data, and take necessary actions to mitigate risk , improve product adoption, deliver business value outcomes, and reduce churn
Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
Act as a liaison between product management and clients; partner with sales & professional services teams
Participate in the renewal process and articulate the renewal value story to clients

7-10 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
In-depth knowledge of the Wealth and Retirement industry, including 401k recordkeeping.
Bachelor’s degree; relevant previous experience in financial technology services
Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
Knowledge of financial technology industry and products , including market trends, challenges, and opportunities
Strong analytical skills , including experience with Tableau or similar software, and turning data into insights
Strong communication/presentation skills and confidence in all levels of customer engagement/situations
Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles

Client Success Management Principal – Strategic Accounts, Wealth & Retirement

Key skills