Red Oak · 11 hours ago
Client Success Manager
Austin, TX
Full-time
Hybrid
Entry, Mid Level
2+ years expRed Oak is a company focused on providing exceptional service in the Wealth Management and Investment sectors. They are seeking a Client Success Manager to support Account Managers in enhancing client engagement, preventing churn, and driving revenue through strategic client support and operational reviews.
Software
Responsibilities
Strategic Account Support: Partner with Account Managers to provide strategic client support across key account segments. Includes leading monthly client success reviews for clients, managing the success program for designated clients, conducting quarterly success reviews for Tier 1 clients, and providing support for Tier 2 renewal processes by request
Churn Mitigation and Client Health Monitoring: Responsible for proactively monitoring client engagement, satisfaction, and product usage to identify accounts that may be at risk of churn. Develop and execute account-specific plans to address risks, support client goals, and improve the overall health of each relationship
Renewal Strategy and Execution: Own the 120-day renewal planning process for assigned accounts. Collaborate with AMs and cross-functional teams to ensure timely preparation and execution of renewal strategies, helping secure contract renewals and maximize client retention
Operational Reviews and Communication: Lead and document operational business reviews with clients, ensuring regular, structured touchpoints to evaluate progress, align goals, and identify opportunities for added value. Maintain clear and ongoing communication with clients and internal stakeholders throughout the engagement lifecycle
Client Advocacy and Enablement: Act as a dedicated client advocate, ensuring that client needs and feedback are represented internally across product, support, and leadership teams. Lead client engagement efforts, promoting program adoption and consistent value delivery
Performance Measurement: Performance is measured by client engagement, reduction of churn, and impact on net retained revenue. The role has a direct influence on compensation through retention outcomes
Qualification
Required
Minimum of 2 years of experience in Client Experience, Client Success, or a related field within the financial services and/or SaaS industry
Proficiency in CRM software; Salesforce, Freshdesk, Zendesk preferred
Strong analytical and problem-solving skills with the ability to interpret client data and feedback
Excellent verbal and written communication skills, with the ability to articulate complex concepts clearly and effectively
Proven leadership experience with the ability to inspire and build a team
Deep understanding of client-centric practices and a passion for delivering exceptional client experiences
Preferred
Experience with Red Oak software and/or the 4U platform is highly desirable
Experience with project management methodologies and tools, preferred
Company
Red Oak
Red Oak’s Compliance Connectivity Platform unifies content creation, review, distribution, and supervision into a single, compliance-grade system built specifically for financial services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$51M2023-06-29Private Equity· $51M
Leadership Team
Stacey Ledbetter
Director of Revenue Operations
Tripp Neville
CRO | ROC
Recent News
FinTech Global
2025-06-23
GlobeNewswire News Room
2025-02-14
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