Client Success / Account Manager, Insights

Allocate•Palo Alto, CA

47d•$110,000 - $140,000•Onsite

About The Position

The Client Success / Account Manager is responsible for managing client relationships and ensuring a seamless experience across the Insights platform. This role serves as the primary point of contact for clients — driving satisfaction, retention, and renewals while partnering closely with the Operations and Product teams to deliver accurate, timely, and high-quality outputs. You’ll partner closely with the Operations team to ensure clients receive timely, accurate, and high-quality deliverables — translating complex workflows into a seamless client experience. This role is ideal for someone who thrives in a dynamic environment, excels at relationship management, and takes full ownership of client outcomes with clear communication, accountability, and a bias toward action.

Requirements

4+ years in Client Success, Account Management, or Investor Relations — ideally in SaaS, fintech, or investment data environments.
Strong communication and relationship management skills with executive-level stakeholders.
Ability to translate technical or operational details into client-friendly language.
Proven experience managing multiple client accounts or portfolios with complex data needs.
Highly organized, detail-oriented, and skilled at managing competing priorities.
Comfortable collaborating cross-functionally with Operations, Product, and Data teams.
Strong ownership mindset with a proactive, solutions-driven approach.

Nice To Haves

You have experience in private markets, investment reporting, or wealth management operations.
You’ve worked in a high-growth startup or SaaS environment.
You’re familiar with CRM or client management tools (e.g., Salesforce, Asana).
You enjoy improving processes and contributing to how a new function is built from the ground up.