Client Success Manager

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real‑time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end‑to‑end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry‑leading businesses which, combined, provide end‑to‑end solutions across the investment lifecycle.

Overview of the Client Success Manager

The Client Success Manager is responsible for cultivating customer loyalty and developing enduring relationships by ensuring clients have consistently positive experiences. The role manages the daily operations associated with servicing BetaNXT’s clients, including a thorough understanding of our PDLC process, overseeing both pre‑ and post‑contract fulfillment, and efficiently navigating client requests through this process with accurate reporting.

Duties and Responsibilities

Client Management and Reporting

• Proactively manage day‑to‑day client health, reporting, and incident follow‑up
• Serve as client advocate during work intake and change request processes, ensuring proper prioritization and oversight
• Review and raise concerns related to billing, invoices, and SLA reporting
• Act as point of escalation for project delivery and high‑impact client issues
• Facilitate and manage client risk assessments and VOC representation
• Monitor and document client KPIs, project trends, and escalate concerns as needed
• Capture and distribute client meeting notes and call logs
• Manage all aspects of the client relationship, including contracts, billing models, product interfaces, vendor usage, and strategic alignment
• Lead and track Statement of Work (SOW) processes
• Attend client conferences and represent the organization professionally
• Oversee PDLC from estimation through implementation with deep understanding of delivery lifecycle

Client Interactions

• Manage pre‑ and post‑contract fulfillment, including governance meetings and client engagement
• Serve as first point of escalation for Client Services inquiries related to contracts, invoices, projects, and incidents
• Coordinate client visits, including itinerary planning, agendas, and entertainment
• Identify and implement client education and training programs
• Maintain visibility into the status of all client‑initiated work and ensure timely follow‑up

Skills and Experience

• Bachelor’s degree in Business Administration or related field, or equivalent professional experience
• 5+ years in client success or relationship management within financial services
• Proven communication and interpersonal skills with a proven ability to build and maintain client relationships
• Experience at a technology firm serving the financial services industry, ideally with a focus on Wealth Management or Asset Management firm
• Familiarity with back‑office operations such as custody and clearing, proxy/prospectus handling, cost basis, and tax reporting

Compensation

• Competitive compensation package commensurate with experience, including full benefits offering and PTO
• Minimum salary of $75,000 plus bonus opportunities and other incentives