Client Success Leader

Overview

A fast-growing, New York–based professional services firm serving leading private equity investors is seeking an experienced Client Success Leader to manage and expand relationships with a sophisticated institutional client base.

This role sits at the intersection of client management, commercial strategy, and service delivery. The ideal candidate brings a proven track record of owning senior client relationships, driving retention and expansion, and partnering cross-functionally to deliver high-impact, high-touch advisory solutions.

• Own overall client satisfaction, retention, expansion, and profitability across a portfolio of private equity clients
• Lead clients from onboarding through full engagement maturity, including renewals and scope expansion
• Develop and execute annual account plans in partnership with senior leadership
• Serve as the senior point of contact for client check-ins, quarterly reviews, and annual reporting
• Partner closely with service delivery teams to anticipate client needs, resolve issues, and elevate the overall client experience
• Lead renewal discussions, pricing adjustments, and success-fee conversations

• Evaluate and improve client management practices, pricing models, and service structures using data and client feedback
• Build scalable, repeatable account planning and renewal processes
• Collaborate with operations and commercial teams to identify growth opportunities and emerging market needs
• Help refine the firm’s value proposition through direct client insight
• Bachelor’s degree required; advanced degree a plus
• 6+ years of experience in client success, client service, account management, or business development roles
• Experience serving sophisticated clients, particularly within financial services, private equity, or investment-related environments
• Strong background in high-end advisory or professional services (e.g., executive search, expert networks, management consulting, legal services, or human capital solutions)
• Demonstrated success expanding recurring-revenue client relationships
• Experience managing the full client lifecycle from onboarding through renewal

• Comfortable operating in a performance-driven, high-accountability environment
• Strong strategic thinker with excellent execution skills
• Exceptional communicator with the ability to build credibility with senior investment professionals
• Proactive, detail-oriented, and able to operate autonomously while aligning with firm-wide goals
• Natural collaborator with a strong team mindset
• Performance-based bonus
• Equity participation
• 401(k) with employer contribution
• Generous paid time off and parental leave