Client Success Manager
VestmarkMassachusetts, United States
Posted September 19, 2025
Full Time
About the Company
Vestmark, founded in 2001 outside Boston, is a leading provider of portfolio management solutions and outsourced services for financial institutions. With expertise in account oversight, model management, trading, compliance, client performance reporting, robo advisors, software development, SaaS, reconciliation, and financial software, Vestmark supports over $1.5 trillion in assets across 5.5 million accounts. The company is known for its innovative technology platform, passionate work culture, and commitment to employee growth and wellness.
Job Description
A Client Success Manager is a key role in ensuring clients maximize the value of Vestmark solutions. This individual focuses on building strong client relationships, acting as a business advisor, and championing product strategy within a fast-paced environment. The CSM ensures clients achieve desired outcomes, drives revenue growth, and contributes to product innovation.
Requirements
- Experience in client success, enterprise account management, or client-facing operations roles.
- Deep experience building strategic, trusted partnerships with business decision-makers.
- Excellent communication, analytical, and problem-solving skills.
- Experience in financial services or SaaS environments (strongly preferred).
- Strong understanding of how to measure and communicate solution value and business impact.
