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Job Description A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy • Drive relationship governance to ensure we are making clients happy at a personal level:, • Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery., • Maintain an up-to-date relationship power map across key stakeholders., • When sponsors change, proactively build relationships with new sponsors., • Identify each client sponsor’s personal win and drive alignment between InvestCloud outcomes and that personal win., • Drive executive governance to keep InvestCloud and the client aligned on the overall relationship:, • Enforce executive governance on a monthly basis (or quarterly if not in delivery)., • Schedule and lead prep sessions, ensure the right stakeholders are in the room from both InvestCloud and the client, and issue meeting minutes with clear actions and owners., • Build long-term trusted advisor relationships within accounts at C‑Suite and E‑Suite levels, consistently positioning InvestCloud as a strategic partner rather than a vendor., • Ensure alignment to business objectives, • Understand the client’s strategic and operational objectives and how they translate into measurable KPIs., • Ensure that InvestCloud solutions and services are continuously aligned to those business objectives and that key KPIs are being met., • Manage closure of open issues, • Maintain a clear view of open issues and risks across your accounts., • Partner with the right internal teams to drive timely closure and communicate status clearly to clients., • Escalate timely and effectively, • Identify when issues require escalation and follow the appropriate amber flag / red flag escalation paths., • Engage senior management and cross-functional stakeholders as needed to resolve critical problems., • Ensure SLAs are in-line, • Monitor SLA performance; recognize when SLAs are at risk or breached., • Escalate through the appropriate internal and external channels and coordinate action plans to restore performance., • Partner on ticket and incident management, • Manage renewals end-to-end, • Own the renewal process, including timing, initiation, and stakeholder alignment., • Manage annual CPI increases, floor and incremental fees, and liability clauses, partnering with Legal as required., • Lead renewal negotiations to create new value for the client while maximizing ARR for InvestCloud., • Manage account receivables, • Ensure clients are paying on time and that account receivables remain current., • Partner with Finance and internal stakeholders to address delinquencies and drive optimal cash flow for InvestCloud., • Monitor and protect platform usage, • Track usage of the current platform and identify risks to adoption or utilization., • Maintain deep understanding of InvestCloud propositions, • Develop and maintain a strong understanding of InvestCloud’s products and value propositions., • Use this knowledge to initiate conversations, uncover pain points, and raise interest in additional capabilities., • Expand InvestCloud’s footprint within accounts, • Grow InvestCloud’s presence both in terms of client relationships (new stakeholders, new lines of business) and product adoption (additional modules, features, and services)., • Maintain and execute against account plans, • Develop, maintain, and execute on a clear account plan for each client, including objectives, risks, white space, and growth strategies., • Identify upsell and cross-sell opportunities, • Continuously identify opportunities to expand services, modules, and solutions within the account., • Collaborate closely with Sales to qualify, shape, and close upsell/cross-sell opportunities., • Maintain white space visibility, • BA/BS degree required; MBA a plus., • 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management., • Proven account management experience in a customer-facing environment., • Strong understanding of clients’ business models and workflows, including how they create value and measure success., • Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling., • Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes., • Strong negotiation skills, with experience managing complex commercial conversations. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

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Iris Software delivers technology services and solutions that help clients complete fast, far-reaching digital transformations and achieve their business goals. A strategic partner to Fortune 500 and other top companies in financial services and many other industries, Iris provides a value-driven ap

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Client Relationship Management:Establish and maintain strong relationships with clients, understand their business needs and ensure project deliverables meet their expectations.

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Represent the firm in client meetings and proposals; support business development and relationship management. Demonstrated success in business development and client relationship management.

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PM responsibilities Determine and define project scope and objectives Predict resources needed to reach objectives and manage resources in an effective and efficient manner Prepare budget based on scope of work and resource requirements Track project costs in order to meet budget Develop and manage

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Bachelor’s degree in Business Administration, Project Management, or a related field.

The final salary offered to a successful candidate may vary and will be dependent on several factors that may include but are not limited to: the type and length of experience within the job, the type and length of experience within the industry, skillset, education, business needs, etc.

Bachelor's degree in computer science, Information Technology, Engineering, or a related field.

University qualification in Business, Finance, Information Technology, Project or Change Management or a relevant field.

Bachelor’s degree in Engineering, Business Administration, Project Management, or equivalent.

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Support business development and pursuit activities by preparing quality-related deliverables.

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Support proposal development, bidding, and business development efforts.

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To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:. Bachelor’s degree in Business Administration, Finance, Accounting, or related field.

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