Senior Client Success Manager jobs in United States
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Practifi · 3 weeks ago

Senior Client Success Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$95K/yr - $115K/yr
date5+ years exp

Practifi is a financial technology company that values a collaborative and supportive work culture. As a Senior Client Success Manager, you will act as a strategic partner for financial advisors, helping them leverage Practifi's solutions to enhance their business and client relationships.

CRMFinancial ServicesFinTechSaaSWealth Management

Responsibilities

Own relationships with key accounts, conducting semi-annual business reviews
Identify opportunities to expand product usage and grow recurring revenue
Be the voice of your clients internally, shaping our product roadmap
Lead renewal conversations, addressing concerns proactively
Mentor junior team members and contribute to our knowledge base

Qualification

Client success managementFinancial services experienceSalesforce proficiencyAccount managementStrategic business reviewsCuriosityTransparencyTeam leadershipCollaboration

Required

5+ years in client success, account management, or customer-facing roles
Financial services or fintech industry experience (wealth management, RIAs ideal)
Proven track record of managing and growing client portfolios
Experience with Salesforce or similar CRM platforms
Demonstrated ability to conduct strategic business reviews

Preferred

Someone who's comfortable being themselves (pets bombing Zoom calls welcome)
Curiosity about how things work and how they could work better
Appreciation for transparency (we share everything—pay, challenges, wins)
Collaborative spirit (our Slack channels cover everything from work projects to reality TV)

Benefits

Performance bonus eligible
20 days paid vacation, 10 days paid sick, 3 paid personal days, 3 paid volunteering days (all annual from day one)
Comprehensive benefits package
Annual Learnbucks for continued education

Company

Practifi

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SaaS
dateFounded in 2013
location
Sydney, New South Wales, AUS
people-size51-200 employees
web-link
https://www.practifi.com/

Funding

Current Stage
Growth Stage
Total Funding
$19.96M
Key Investors
Updata PartnersEVP
2020-01-09Series B· $16.45M
2018-08-21Series A· $2.21M
2017-03-27Series Unknown

Leadership Team

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Adrian Johnstone
Chief Executive Officer
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Emily Wilcox
Chief Operating Officer
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Recent News

Business Wire
Snappy Kraken Unveils Bidirectional CRM Integration for AI-Powered Marketing Intelligence
2025-10-23
FF News | Fintech Finance
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
2025-04-17
WealthManagement.com
Out-Influencing Financial Influencers
2025-03-10
Company data provided by crunchbase