Client Success Manager

Practifi

4d•$85,000 - $105,000•Remote

About The Position

Practifi is hiring a Client Success Manager to own relationships with a portfolio of mid-market and growth-stage registered investment advisers (RIAs). The role focuses on building trust, improving product adoption and client health, and supporting renewals and account growth through clients’ success rather than hard selling. The manager will advise firms on how Practifi fits their operations, drawing on financial-services experience. The role reports to the Head of Revenue and collaborates with Account Management, Implementation, Support, and Product. The position is fully remote within the United States. Practifi describes a potential career path toward Senior and Lead Client Success roles. The company does not provide visa sponsorship; applicants must be legally authorized to work in the US for any employer without sponsorship.

Requirements

Three to five years of experience in client success or account management at a B2B SaaS company, owning a book of business with renewals.
At least two years of experience in financial services, either alongside or within the client success/account management experience. Relevant experience may be at a wealth technology or fintech company, or managing RIA, broker-dealer, or wealth management clients.
Direct experience serving financial-services clients from the software side.
Knowledge of how advisory firms make decisions, handle compliance pressures, and grow.
Comfort running training sessions for client audiences.
Must be legally authorized to work in the United States for any employer without visa sponsorship.

Nice To Haves

Experience with Salesforce.
Experience with an advisor CRM, portfolio management platform, or financial planning platform.
Experience using AI tools to manage a book of clients.

Responsibilities

Own a book of client relationships across the client lifecycle as the primary point of contact.
Conduct semi-annual business reviews connecting each firm’s use of Practifi to its business goals.
Manage renewals, with support from a Lead or Senior Client Success Manager when needed.
Drive growth within the client book through adoption rather than pressure.
Prepare clients for product releases and support release readiness before and after each release.
Deliver 45-minute training demonstrations that enable clients to learn and do something new.
Route complex questions to the appropriate experts quickly.
Identify firms outgrowing the segment and flag them to the Account Management team.
Proactively monitor client engagement and raise risks early.
Collaborate with Account Management, Implementation, Support, and Product to address client needs.

Benefits

$85,000 to $105,000 base salary plus uncapped variable compensation on renewal and expansion revenue.
20 paid vacation days annually.
10 sick days annually.
3 personal days annually.
3 volunteering days annually.
Medical insurance.
Dental insurance.
Vision insurance.
Disability insurance.
Life insurance.
401(k) with company match.
Learning stipend called Learnbucks.
A Practibuddy mentor starting in the first week.
Two company summits per year in Chicago.