Client Success Manager

Practifi is a client management platform for wealth management firms, built natively on Salesforce. Advice businesses across North America and Australia run their working day inside our product, and the measure we hold ourselves to is whether it makes that day better. Shipping is the easy half. Watching a firm work differently because of it is the part we’re here for. We’re remote-first, and we built the company the way we build the product, with the people who use it in mind.

Our Client Success Managers are the people growing advisory firms call first. You’d own a book of mid-market and growth-stage registered investment advisers (RIAs): firms that are adding advisors, acquiring practices, and leaning on their technology to keep up.

The work is relationship-led. Firms that are healthy, well-adopted, and engaged renew and grow on their own, so your attention goes to adoption, client health, and trust rather than a hard sell. Because you’ve worked in financial services, you’d advise on how Practifi should fit the way a firm actually runs, not just how the screens work.

You’d report to our Head of Revenue and work alongside Account Management, Implementation, Support, and Product. There’s a clear path from here toward Senior and Lead Client Success roles.

• A book of client relationships across their lifecycle, as the primary point of contact
• Semi-annual business reviews that tie a firm’s use of Practifi to what it’s trying to achieve
• Renewals, with a Lead or Senior Client Success Manager in your corner when a situation calls for it
• Growth inside your book that comes from adoption, not pressure
• Release readiness for your clients, before and after each release
• 45-minute training demonstrations that leave people able to do something new
• Getting complex questions to the right experts fast, and flagging firms that are outgrowing the segment for our Account Management team

Three to five years in client success or account management at a B2B SaaS company, owning a book with renewals attached. At least two years of that, or alongside it, in financial services: at a wealth technology or fintech company, or managing a book of RIA, broker-dealer, or wealth management clients. We’re looking for directly relevant experience. You’ve sat on the software side of the table with financial services clients, and you know how an advisory firm makes decisions, handles compliance pressure, and grows.

You’re comfortable running a training session for a client audience, and you live in your CRM. Salesforce makes the first few months easier, and so does time with an advisor CRM, portfolio management, or financial planning platform. If AI tools have changed how you manage a book, tell us what changed.

Mostly, you’re the person who notices a client has gone quiet and reaches out before anyone asks. You’d rather raise a risk early than explain it late.

Growth, Collaboration, Transparency, Curiosity, and Integrity aren’t posters on a wall here. In this role they look like telling a firm the truth about what isn’t working yet, asking how a firm really operates before recommending anything, and pulling in Support or Product the moment a problem needs them instead of holding onto it. We’d rather hear about a renewal risk early than read about it in a churn report.

The role is fully remote within the US and does not provide Visa sponsorship (must be legally authorized to work in the US for any employer without sponsorship).

If that’s the kind of ownership you’re looking for, we’d like to hear from you.

Practifi is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

We value transparency in our hiring process. Please note that portions of our recruitment process may involve the use of AI-assisted tools to help review applications and match candidates to job requirements. All final hiring decisions are made by our human recruitment team, ensuring fair and thoughtful consideration for every applicant.