Lead, Client Success Job at KERV ai (New York)

Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing t...

Location

Singapore , Singapore

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Several years of experience in financial services, fintech, or SaaS, preferably in a client-facing role such as Client Success, Relationship Management, or Implementation
Strong understanding of the investment and wealth management landscape in Southeast Asia, including client workflows, regional challenges, and operating norms
Proven ability to build and deepen client relationships, with a history of driving strong adoption, advocacy, and satisfaction metrics
Confident communicator with the ability to engage senior stakeholders and influence across client and internal teams
Comfortable working independently and navigating ambiguity in a fast-paced, entrepreneurial environment
Analytical mindset with the ability to distill complex problems into clear action plans
Familiarity with MAS regulations and PDPA, particularly in the context of financial data handling, is a strong advantage
Bachelor’s degree required
a background in finance, economics, or a technical discipline is a plus
Willingness to travel within the region as client needs dictate

Job Responsibility

Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design scalable client success processes for the Singapore and broader APAC market, supporting our growing regional footprint
Ensure awareness of and adherence to regulatory requirements and local norms, including MAS guidelines and Singapore’s Personal Data Protection Act (PDPA), particularly in areas like data privacy, client reporting, and cross-border engagement

What we offer

Global flexible workforce model
Equal opportunity employer
Reasonable accommodation for individuals with disabilities

Fulltime

Client Success Manager

We are seeking an experienced Client Success Manager (CSM) to join our growing p...

Location

Brazil , São Paulo

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

3+ years of experience in financial services, fintech, or SaaS, ideally in a client-facing function such as Client Success, Relationship Management, or Implementation
Solid understanding of Brazil’s wealth and asset management ecosystem, including common workflows, market dynamics, and client expectations
Proven track record of building strong client relationships and driving measurable outcomes in adoption, retention, and satisfaction
Excellent communicator, comfortable engaging senior stakeholders and influencing across technical and business audiences
Self-starter with strong organizational skills and the ability to work effectively in a fast-paced, entrepreneurial environment
Analytical thinker with the ability to diagnose client challenges and develop clear, actionable solutions
Familiarity with CVM and Bacen regulations or financial data management standards in Brazil is highly valued
Bachelor’s degree required
studies in Finance, Economics, Business Administration, or Technology are a plus
Fluency in Portuguese and English is required

Job Responsibility

Develop deep expertise in the Addepar platform and apply it to your clients’ needs, workflows, and strategic goals
Build and execute tailored client success plans, identifying opportunities to drive adoption, product expansion, and long-term partnership growth
Lead regular touchpoints and strategic business reviews to ensure clients stay informed on platform capabilities, roadmap updates, and usage insights
Partner with Account Managers and Product Specialists to identify new commercial opportunities, including product cross-sells, new integrations, or advisory support
Serve as the voice of the client internally, advocating for regional feature needs, surfacing product feedback, and collaborating across Product, Engineering, and Services teams
Help design and scale client success processes suited to Brazil and Latin America, aligning with Addepar’s global standards while adapting to regional expectations
Ensure compliance with local regulations and data privacy norms, including LGPD (Lei Geral de Proteção de Dados), especially in areas related to financial data handling, client reporting, and cross-border collaboration

What we offer

Reasonable accommodation for individuals with disabilities

Fulltime

Associate Manager, Client Success

The Associate Manager, leads and supports the Client Success team to deliver exc...

Location

Poland , Krakow

Salary:

11100.00 - 13800.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

2-5+ years of experience working in a managerial capacity in a support, sales/retention, or Customer Service role
1-3 years minimum experience working in the payment processing and/or software solutions industries
At least 1 year background/experience in portfolio management or processing/software leadership role where you were instrumental in developing processes and department protocols
2-3 years of experience and proficiency with Google Suite, Learning Management Systems such as Lessonly, and related software
Ability to translate your skills to other employees through training and mentoring
Must have excellent verbal and written communication skills to appropriately manage both internal and external partner relationships
Strong retention, marketing, leadership and interpersonal skills
Excellent verbal and written communication skills with strong marketing, sales, retention, or VIP portfolio management background
Thorough understanding of client success processes and department protocols within SpotOn ecosystem and potentially within a specific specialty success group like Integrations, Pricing, or Retention/Cancellations
Ability to moderate both small and large groups

Job Responsibility

Supervise and oversee client escalations to reduce wait time and offer all viable alternatives to clients to obtain BUY-IN
Balance day-to-day operations within the Client Success department while ensuring merchant concerns/escalations are given priority and addressed swiftly
Coaching on how to effectively manage high-level/complex merchant concerns using EQ
Respond to Team Leads or CSS/CSMs issues and/or high-level escalations requiring intervention promptly with all documentation, communication, reports uploaded to SFDC
Analysis of attrition for Client Success portfolios quarterly and yearly and churn and At Risk data
Maintain accurate records and document all service activities and discussions regarding department processes, personnel, or client escalations
Collaborate across all departments to address/resolve client needs and delegate as appropriate with proper oversight to ensure these items are completed
Become proficient / have extensive knowledge of all processes and guidelines for Client Success guidelines, practices, and protocols including product software and hardware offerings
Coordinate, collaborate and facilitate with all SpotOn departments to ensure merchant requests/concerns are handled timely and appropriately
Ensure team meets KPIs consistently and works collaboratively with department management to address disciplinary issues or prohibitive behavior who will work with HR on any formal actions required

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

Client Success Manager, Providers

The Client Success Manager (CSM) is a seasoned, customer-obsessed professional r...

Location

United States

Salary:

138000.00 - 168000.00 USD / Year

Big Health

Expiration Date

Until further notice

Requirements

8+ years in Client Success, Account Management, or Consulting with significant ownership of large, complex healthcare accounts and a strong record of retention and expansion
Bachelor’s degree required
MBA/MPH or relevant graduate degree preferred
Deep familiarity with healthcare operations and change management within regulated environments required
Excellent organizational and time-management skills
disciplined risk/issue management and deadline accountability
Exceptional communication and interpersonal skills with demonstrated executive presence
able to build and sustain strong relationships across clinical, operational, and executive stakeholders
Analytical fluency and the ability to translate utilization and outcomes data into credible ROI narratives
Experience collaborating cross-functionally and coordinating complex programs

Job Responsibility

Manage strategic, complex, and enterprise healthcare customers and develop account plans with clear goals, risks, and growth strategies (renewal, expansion, multi-site/service line scale)
Build relationships with clinical, operational, IT, revenue cycle, contracting, finance, and executive sponsors
run executive business reviews (JOCs/QBRs) that align on outcomes and next-best actions
Drive onboarding across complex environments, ensuring adoption targets and value realization are met against success criteria
Standardize and improve CS playbooks
Synthesize learnings across accounts to inform repeatable approaches, internal processes, and continuous improvement
Lead cross-functional workstreams across Marketing, Sales, Implementation, Clinical, Product, Market Access, and Legal to support the delivery of positive program outcomes, on time and in scope. Proactively identify and mitigate risks and issues
Partner with teams on renewal and expansion strategy
contribute to SOWs, amendments, and forecasting
Provide timely updates and executive-ready summaries to senior leadership and customer sponsors

What we offer

generous vacation policy
professional development fund
flexible working arrangements
stock options

Fulltime

Client Success Manager

The Client Success Manager will serve as the go-to enablement resource for our f...

Location

United States

Salary:

80000.00 - 100000.00 USD / Year

Fusion92

Expiration Date

Until further notice

Requirements

3–4 years of training, enablement, or client education experience, ideally in a B2B or fintech environment
3+ years of sales or sales support experience, including pipeline-building strategies
Strong presentation and facilitation skills, with experience in adult education or cognitive learning techniques
Excellent interpersonal, written, and verbal communication skills
Ability to collaborate across teams and influence stakeholders at all levels
High level of organization, self-motivation, and ownership
Experience supporting go-to-market initiatives and onboarding programs
2+ years in the banking or financial services industry
Familiarity with consultative sales and negotiating techniques
Proficiency in tools like Microsoft Office, webinar platforms, and CRM systems

Job Responsibility

Serve as a dedicated point of contact for FIs, their SMB customers, and internal partners
Design and deliver engaging training sessions, workshops, and webinars tailored to client needs
Collaborate with sales, marketing, product management, and operational teams to align training strategies to business goals
Execute go-to-market strategies and identify cross-sell and upsell opportunities
Collect feedback and assess training program effectiveness to continuously improve content and delivery
Provide real-time support for partner enablement, onboarding, and seller training
Lead demos, presentations, and product education sessions to support client sales success
Create and maintain training documentation, tools, and digital assets
Promote product awareness and drive client engagement by sharing best practices and industry insights
Track and report enablement activity and outcomes, aligning with leadership on cadence and distribution

Fulltime

Client Success Manager

The Client Success Manager owns the relationships and the creation and execution...

Location

United States

Salary:

110000.00 - 125000.00 USD / Year

Big Health

Expiration Date

Until further notice

Requirements

Minimum of 4+ years of enterprise account management experience, with demonstrated ability to confidently engage with senior stakeholders
Strong interpersonal aptitude with the ability to coordinate cross-functionally and meet deadlines in a fast-paced environment
Ability to act proactively to influence key stakeholders and drive decisions
Strong executive presence and ability to communicate confidently with senior benefits leaders
Strong attention to detail. You’ll have complete ownership of your accounts and measure their success. A detail-oriented, thorough, creative, and analytical approach will be critical to your and your client’s success
Clear, collaborative communication skills and a willingness to support your Big Health team
Proficiency in building clear, insight-driven presentations (PowerPoint / Google Slides) and analyzing data (Excel / Google Sheets)
familiarity with Looker and Salesforce is highly desirable

Job Responsibility

Build strong, consultative relationships with employer clients to become a trusted partner and advisor in supporting the mental health of client populations through utilization of Big Health’s products
Manage enrollment marketing and campaign planning efforts to generate awareness of our programs among the client populations - work with your clients to identify unique opportunities to help clients expand engagement within their populations
Prepare reporting for and lead monthly/quarterly client meetings, annual reviews, and manage follow-ups in a timely manner to ensure client satisfaction
Think strategically and work cross-functionally to troubleshoot client requests
Take responsibility for up-sell opportunities and contract renewals
Become a product expert and internal champion for clients' needs as our offerings evolve
Analyze, interpret, and present program engagement and outcome metrics to demonstrate value to our clients

What we offer

generous vacation policy
professional development fund
flexible working arrangements
stock options

Fulltime

Senior Client Success Manager

Aptitude’s Client Success (“CS”) Team plays a crucial role in driving successful...

Location

Australia , Sydney

Salary:

Not provided

Aptitude Software

Expiration Date

Until further notice

Requirements

10+ years’ experience in enterprise SaaS Customer Success or Account Management roles
Proven track record of closing renewals and expansions independently – not reliant on Sales
Demonstrable success in expanding accounts into parent/sister companies and new business units
Consistent history of achieving or exceeding commercial targets (renewals, upsells, multi-year expansions)
Exceptional executive presence and confidence influencing C-level stakeholders
Deep commercial acumen with the ability to link product adoption directly to business outcomes and ROI
Based in Sydney with proven experience managing enterprise client portfolios across APAC

Job Responsibility

Own and deliver against annual revenue targets (renewals + expansion) across your client portfolio
Independently negotiate and close renewals and expansions, including multi-year and enterprise-wide contracts
Drive upsell and cross-sell across the full solution suite, identifying whitespace opportunities and expanding into parent companies, subsidiaries, and sister organisations
Lead C-suite level engagements, delivering compelling ROI-focused QBRs and positioning Aptitude as a growth partner
Build and execute strategic account expansion plans that directly tie product adoption to commercial outcomes
Accurately forecast pipeline and deliver ≥90% forecasting accuracy on renewals and expansions
Act as the single point of accountability for both client success and commercial outcomes in APAC

What we offer

Superannuation
Private Healthcare
Employee Assistance Programme

Fulltime

Client Success Manager

At Blue Margin, we are on a mission to build the go-to data platform for PE-back...

Location

United States , Fort Collins; Denver

Salary:

75000.00 - 95000.00 USD / Year

Blue Margin

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience in Business, Marketing, or related field
Proven track record presenting to and consulting with C-suite executives
Strong project management experience with the ability to manage multiple workstreams simultaneously
Expert-level communication and negotiation skills at the executive level
Experience leading cross-functional initiatives and driving projects to successful completion
Strong consultative approach—you can translate technical complexity into business value
Demonstrated ability to work independently and drive initiatives with minimal direction
Experience with CRM tools, project management tools and contract management processes
High output, high accuracy, low ego approach to client relationship management
Proven ability to thrive in fast-paced, revenue-focused environments

Job Responsibility

Lead consultative discussions with C-suite executives to align our services with their strategic objectives
Build and maintain trusted advisor relationships that build long-term partnership value
Develop and manage data initiative backlogs that demonstrate continuous business impact and result in longer renewals or continued project work
Identify and pursue contract renewal and expansion opportunities with precision and timing
Collaborate with Analytics Engineers to ensure seamless delivery and client satisfaction
Manage project timelines, scope, and stakeholder expectations across multiple client initiatives and different engagement styles such as projects and managed data services
Navigate complex stakeholder dynamics while maintaining focus on outcomes and growth
Coordinate cross-functional teams to deliver on client commitments with precision and accountability
Balance relationship management, strategic thinking, and revenue growth across your client portfolio

What we offer

performance-based bonus, averaging 5% of base salary
strong benefits
flexible hybrid work setup

Fulltime

Lead, Client Success

KERV ai

Location:
United States , New York

Category:
IT - Administration

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 13, 2026

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