- Oversee and contribute to successful client onboarding in partnership with Client Delivery, Product Specialists, Data Operations, and Product
- Ensure clients achieve time-to-value, complete activation milestones, and establish healthy adoption patterns
- Manage a portfolio of accounts with structured governance, regular reviews, CRM notes, management reporting, sentiment tracking, risk assessment, and long-term planning
- Assess platform utilisation, identify risks to GRR, and drive corrective action
- Develop expertise in investment products, performance analytics, reporting workflows, and Sesame’s data structures
- Identify platform issues, data inconsistencies, and blockers to client optimisation; work with Support, Product Specialists, Product, and Engineering to resolve root causes
- Identify upsell and cross-sell opportunities with Sales across modules, add-ons, jurisdictions, and new offices
- Contribute to NRR performance through strategic account growth plans
- Translate client feedback and use cases into actionable input for Product Management and Product Specialists
- Champion improvements, new features, and automation opportunities
- Leverage AI-driven tools, platform automation, and internal productivity capabilities
- Identify client workflows suitable for automation using Sesame features or internal AI agents
- Refine success playbooks, onboarding frameworks, health scoring, churn-risk models, and sentiment analysis
- Support development of a scalable, AI-enabled Client Success function
Requirements
- A minimum of 6 years of experience in SaaS Client Success, investment operations, financial product analytics, or a consultative FS role
- Strong understanding of investment products (equities, fixed income, funds, alternatives) and portfolio analytics
- Excellent analytical skills; strong Excel capability
- Experience in wealth/asset management, family offices, trust companies, or FS consulting
- Demonstrated retention, renewal, and growth capabilities
Core Competencies
Demonstrates expertise in SaaS Client Success and investment product analytics, with a strong focus on client onboarding, retention, and growth strategies. Proficient in leveraging data-driven insights and automation to enhance client experiences and optimize platform utilisation.
Highest-signal resume keywords
- SaaS Client Success
- Investment Product Analytics
- Portfolio Analytics
- Client Onboarding
- Data-Driven Insights
Hard Skills
- Analytical Skills
- Excel Proficiency
- Risk Assessment
- Performance Analytics
- Churn-Risk Models
- Sentiment Analysis
- Governance Management
- Client Utilization Assessment
- Upsell and Cross-Sell Strategies
- Automation Identification
Soft Skills
- Client Relationship Management
- Strategic Planning
- Collaboration
- Problem Solving
- Communication
Industry Keywords
- Wealth Management
- Asset Management
- Financial Services Consulting
- Investment Operations
- Family Offices
Tools & Technologies
- CRM Software
- AI-Driven Tools
- Data Structures
- Onboarding Frameworks
- Health Scoring Systems
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Lead Client Success Manager - B2B SaaS Fintech employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.
