BetaNXT · 7 hours ago
Client Success Manager
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $75K/yr
5+ years expBetaNXT is a leading provider of frictionless wealth management infrastructure and real-time data solutions. The Client Success Manager will manage client relationships, ensuring operational excellence and proactive engagement to meet client needs.
FinanceOutsourcingWealth Management
Responsibilities
Proactively manage day-to-day client health, reporting, and incident follow-up
Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight
Review and raise concerns related to billing, invoices, and SLA reporting
Act as point of escalation for project delivery and high-impact client issues
Facilitate and manage client risk assessments and VOC representation
Monitor and document client KPIs, project trends, and escalate concerns as needed
Capture and distribute client meeting notes and call logs
Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment
Lead and track Statement of Work (SOW) processes
Attend client conferences and represent the organization professionally
Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle
Manage pre- and post-contract fulfillment, including governance meetings and client engagement
Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents
Coordinate client visits, including itinerary planning, agendas, and entertainment
Identify and implement client education and training programs
Maintain visibility into the status of all client-initiated work and ensure timely follow-up
Qualification
Required
Bachelor's degree in Business Administration or related field, or equivalent professional experience
5+ years in client success or relationship management within financial services
Proven communication and interpersonal skills with a proven ability to build and maintain client relationships
Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management
Familiarity with back-office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting
Benefits
Full benefits offering
PTO
Company
BetaNXT
BetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Robert Santella
Chief Executive Officer
Stephen Daffron
Executive Chairman
Recent News
2025-11-24
Company data provided by crunchbase