- Guide clients through their full lifecycle on the Sesame platform
- Help clients realise value quickly, build long-term adoption, and drive retention and expansion across the portfolio
- Oversee and contribute to successful client onboarding 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 proactively drive corrective action
- Develop expertise in investment products, performance analytics, reporting workflows, and Sesame’s data structures
- Identify platform issues, data inconsistencies, and blockers, working with Support, Product Specialists, Product, and Engineering to resolve root causes
- Identify upsell and cross‑sell opportunities in partnership 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 to reduce manual work and improve outcomes
- 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
- 4-7 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, focusing on investment products and portfolio analytics to drive client retention and growth. Proficient in leveraging data‑driven insights and automation to enhance client onboarding and success strategies.
Highest‑signal resume keywords
- SaaS Client Success Experience
- Investment Product Knowledge
- Analytical Skills
- Excel Proficiency
- Retention and Growth Capabilities
Hard Skills
- Investment Products
- Portfolio Analytics
- Data Analysis
- Client Onboarding
- Risk Assessment
- Performance Analytics
- Reporting Workflows
- Automation
- Churn‑Risk Models
- Sentiment Analysis
Soft Skills
- Client Relationship Management
- Strategic Planning
- Problem Solving
- Collaboration
- Communication
Industry Keywords
- Wealth Management
- Asset Management
- Financial Services Consulting
- Family Offices
- Trust Companies
Tools & Technologies
- CRM Software
- AI‑Driven Tools
- Data Structures
- Product Management Tools
- Client Success Platforms
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Senior 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.
