companyVestmark logo

Senior Client Success Manager at Vestmark | Wakefield, MA

VestmarkWakefield, MA (Hybrid)
Hybrid Full-time $110K/yr - $130K/yr

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Unlock Your Potential

Generate Job-Optimized Resume

One Click And Our AI Optimizes Your Resume to Match The Job Description.

Is Your Resume Optimized For This Role?

Find Out If You're Highlighting The Right Skills And Fix What's Missing

Experience Level

Senior

Qualifications

Qualifications:Proven experience in client success, enterprise account management, or client-facing operations roles. Strong background in establishing strategic, trusted partnerships with business decision-makers. Exceptional communication, analytical, and problem-solving abilities. Proficient in leading client calls and executive-level meetings. Experience in financial services or SaaS environments is preferred. Familiarity with Vestmark products is advantageous. Deep understanding of operational and strategic alignment in client success management.

About the job

The Senior Client Success Manager at Vestmark serves as a key individual contributor, responsible for building and maintaining strategic relationships with high-value clients. Based in Wakefield, MA with a hybrid work arrangement, this position focuses on helping clients achieve their business objectives by providing tailored guidance and operational support.

Role overview

This role centers on maximizing client satisfaction and retention. The Senior Client Success Manager acts as the primary contact for select clients, ensuring they gain measurable value from Vestmark’s solutions. Advocacy for both client needs and product strategy is a central part of the job, requiring a balance between external relationship management and internal collaboration.

What you will do

  • Client Ownership: Serve as the main point of contact for strategic clients, offering advice and aligning deliverables to support their goals. Work to increase satisfaction, retention, and revenue growth.
  • Product & Business Expertise: Maintain a deep understanding of Vestmark’s offerings and how they fit various client business models. Translate client objectives into actionable strategies that align with the product roadmap.
  • Client Advocacy & Insights: Share client feedback with product, services, and executive teams. Monitor client health, address issues proactively, and support the adoption of Vestmark’s solutions.
  • SOW & Change Management: Manage client Scope of Work and Change Requests, including pricing discussions and approval processes.
  • Cross-Functional Leadership: Coordinate with teams such as Client Delivery, Engineering, and Production Support to deliver on client commitments. Contribute to internal strategy discussions focused on client impact.
  • Sales Collaboration: Partner with Sales to identify and pursue opportunities for account growth and renewals, ensuring smooth handoffs and alignment on client needs.

About Vestmark

Vestmark is a leading provider of innovative technology solutions in the financial services industry, committed to transforming client engagement and operational efficiency.

Similar jobs

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.