Client Success Manager

BetaNXT•Brookfield, WI

47d•$75,000•Remote

About The Position

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle. Overview of the Client Success Manager: Are you passionate about delivering exceptional client experiences and ensuring operational excellence? We're looking for a detail-oriented Client Success Manager to join our team and take ownership of day-to-day client interactions. In this role, you'll be responsible for managing the relationship with our tactical client base ensuring we are meeting day-to-day needs. This is a hands-on position ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in keeping clients informed, supported, and successful.

Requirements

Bachelor's degree in Business Administration or related field, or equivalent professional experience
5+ years in client success or relationship management within financial services
Proven communication and interpersonal skills with a proven ability to build and maintain client relationships
Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management
Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting

Responsibilities

Proactively manage day-to-day client health, reporting, and incident follow-up
Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight
Review and raise concerns related to billing, invoices, and SLA reporting
Act as point of escalation for project delivery and high-impact client issues
Facilitate and manage client risk assessments and VOC representation
Monitor and document client KPIs, project trends, and escalate concerns as needed
Capture and distribute client meeting notes and call logs
Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment
Lead and track Statement of Work (SOW) processes
Attend client conferences and represent the organization professionally
Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle
Manage pre- and post-contract fulfillment, including governance meetings and client engagement
Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents
Coordinate client visits, including itinerary planning, agendas, and entertainment
Identify and implement client education and training programs
Maintain visibility into the status of all client-initiated work and ensure timely follow-up