Customer Success Manager guiding onboarding processes for clients at ApprovalMax. Focusing on relationship management, metrics monitoring, and collaboration for customer growth in Brisbane.
About the role
- Senior Client Success Manager owning strategic client relationships and ensuring clients maximize value at Vestmark. Leading collaborative efforts between cross-functional teams to enhance client satisfaction and product adoption.
Responsibilities
- Serve as the primary point of contact for top-tier clients.
- Maintain in-depth knowledge of the company’s solutions and translate client objectives into actionable strategies.
- Champion client feedback, monitor and report on client health.
- Own the process of defining and managing client Scope of Work and Change Requests.
- Lead internal planning and execution with Client Delivery, Engineering, and Production Support teams.
Requirements
- Experience in client success, enterprise account management, or client-facing operations roles.
- Deep experience building strategic, trusted partnerships with business decision-makers.
- Excellent communication, analytical, and problem-solving skills. Adept at leading client calls and executive-level meetings.
- Experience in financial services or SaaS environments (strongly preferred). Knowledge of Vestmark products is a plus.
- Strong understanding of how to measure and communicate solution value and business impact.
Benefits
- company-paid medical premiums of 90%
- a competitive time-off program
- equity-based grants for all new hires
- other variable compensation, if eligible
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