SMArtX Advisory Solutions · 1 month ago
VP, Client Strategy & Success
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expSMArtX Advisory Solutions is a rapidly growing financial services technology company based in West Palm Beach, Florida, seeking a VP of Client Strategy & Success. The role involves managing strategic relationships, driving platform adoption, and ensuring client satisfaction across various client channels.
FinanceFinancial ServicesFinTech
Responsibilities
Cultivate and maintain strong, long-term relationships across strategic and enterprise accounts
Become a subject matter expert on SMArtX’s platform, capabilities, and workflows; serve as a trusted advisor to clients
Lead executive-level interactions, presentations, and business reviews with decision-makers and key stakeholders
Develop, execute, and maintain strategic account plans, including account mapping, opportunity identification, and long-term partnership strategies
Oversee client health metrics, proactively monitoring adoption, engagement, risk indicators, and client satisfaction
Define, track, and report KPIs and shared client-success goals aligned with retention, expansion, and platform utilization
Guide clients on best practices and optimize their use of SMArtX’s platform and workflows
Collaborate cross-functionally on contract terms, business agreements, and renewal/expansion opportunities
Educate clients on new and upcoming capabilities, product enhancements, and workflow optimizations
Deliver platform and technology demonstrations tailored to client needs and strategic objectives
Report on pipeline, account health, and client activity using CRM tools; maintain accurate documentation and executive visibility
Partner with Product, Operations, and Service teams to escalate and resolve issues, driving continuous improvement
Travel up to 10–20% as needed
Qualification
Required
Demonstrated ability to identify, develop, and proactively pursue opportunities within strategic and enterprise client accounts
Strong ability to quickly assess client and prospect needs and map them to SMArtX's value proposition, platform capabilities, and workflow solutions
Proven success managing complex client relationships and influencing stakeholders at all levels, including executives and decision-makers
Experience developing strategic account plans, including account mapping, goal setting, and multi-year growth strategies
Familiarity with client health metrics, KPI tracking, and data-driven approaches to monitoring risk, adoption, engagement, and satisfaction
Ability to lead business reviews, present insights, and translate client goals into measurable success outcomes
Strong organizational skills and attention to detail, with the ability to manage timelines, cross-functional deliverables, and competing priorities
Excellent communication skills—written, verbal, and presentation—with the ability to convey complex concepts clearly and persuasively
Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts
A strong sense of urgency and ownership; proactively brings forward ideas, identifies areas for improvement, and executes with discipline
Team-oriented mindset with a commitment to shared goals and cross-functional success
High degree of drive, resilience, and strategic thinking; ability to operate effectively in a fast-paced, evolving environment
Bachelor's degree required
Proficiency communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and TAMP solutions used by RIAs
10+ years of experience in financial services or FinTech with a focus on relationship management, strategic accounts, or client success
Company
SMArtX Advisory Solutions
SMArtX Advisory Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers.
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$36MKey Investors
MorningstarManchesterStory Group
2022-05-03Series D· $30M
2020-02-20Series C· $4M
2018-12-06Series B· $2M
Leadership Team
Aaron Wormus
CTO
David Pologe
Executive Vice President of Sales
Recent News
2025-10-16
Company data provided by crunchbase