Senior Vice President, Client Success

Category:
Client Service Management

Job Schedule:

Full time

Posted Date: T17:39:18+00:00

Job Shift: Day

Base Salary Min: 104000

We're seeking a future team member for the role of SENIOR VICE PRESIDENT, CLIENT SUCCESS to join our DATA & ANALYTICS team. This role is located in Boston, MA.

In this role, you'll make an impact in the following ways:

* Independently oversee a portfolio of existing client relationships, focusing on revenue retention, client experience, and revenue growth through a combination of deepening and expanding existing relationships.

* Monitor and manage client health metrics in collaboration with service teams.

* Build and maintain strong, strategic relationships with clients to foster loyalty, increase product stickiness, and support contract renewals.

* Act as a trusted advisor, understanding client goals, business needs, and technical landscapes to drive tailored adoption strategies.

* Serve as a key advocate for clients, addressing service or product-related concerns and ensuring timely resolution.

* Act as an escalation point for critical issues, collaborating with internal teams to drive solutions and enhance the client experience.

* Continuously assess and act on client satisfaction scores (NPS, CSAT) to improve the overall client experience.

* Gather and analyze client feedback to address friction points, prevent churn, and influence product development.

* Consult with clients/prospects on their strategic vision and uses an in-depth understanding of the firm's solutions and value proposition to help achieve that vision.

* Establish and nurture a client community through events, forums, and networking opportunities.

* Provide strategic advice to executive stakeholders, ensuring alignment on business objectives and success strategies.

* Drive a customer lifecycle strategy from onboarding to adoption, expansion, and renewal.

* Support sales teams in contract renewals and expansion discussions, contributing to net revenue retention growth.

To be successful in this role, we're seeking the following:

* 10+ years of experience in financial technology, financial services, or a strong understanding of fintech products.

* 5+ years of experience in client success, account management, or relationship management, with a proven track record of driving retention and/or growth.

* Strong executive presence and relationship management skills, with the ability to engage confidently with C-level stakeholders.

* Confidence to build and maintain strong relationships with key stakeholders, ensuring open, transparent, and value-driven conversations.

* Experience managing end-to-end client relationships, from onboarding through renewal.

* Expertise in presenting Quarterly Business Reviews (QBRs) and performance reports to executive stakeholders.

* Experience with CRM platforms for retention management, reporting, and engagement.

* Deep understanding of financial services clients, ideally buy-side, with experience in data management or accounting solutions as a plus.

* Ability to influence stakeholders at all levels, adapt to change, and drive strategic initiatives.

* Excellent verbal and written communication skills.

* Exceptional time management and organizational skills, with the ability to work under pressure and meet deadlines.

* Proactive, self-starter attitude, with enthusiasm for client success and business growth.

* Ability to translate client challenges into actionable business solutions.

* Strong negotiation and conflict resolution skills, ensuring positive outcomes for both clients and the business.

* Experience driving a customer-centric culture is a plus.

* Passion for continuous learning and staying ahead of industry trends to provide innovative solutions.

* A strategic mindset with the ability to balance short-term wins with long-term relationship-building.