Client Success Manager - SmartX Advisory Solutions
(561) 835-8690 [email protected]
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Client Success Manager
Job Description
Opportunity
SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a Client Success Manager to drive the day-to-day operational execution behind our client relationships across Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. This role is assigned to a dedicated book of accounts and sits at the operational center of the client experience - coordinating between the VP, Client Strategy & Success, the Onboarding team, and Client Support to keep processes, communications, and initiatives moving without friction.
The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action, tracking commitments through to closure, and surfacing issues before they become escalations. This role partners closely with the VP, Client Strategy & Success, absorbing the operational and coordination workload so the VP can stay focused on relationship strategy, executive engagement, and growth planning.
Position Requirements
- Strong project and process management skills, with the ability to track multiple concurrent workstreams, deliverables, and deadlines across accounts.
- Working knowledge of Managed Accounts, UMAs, TAMPs, and FinTech platform concepts sufficient to coordinate accurately across technical, onboarding, and support teams.
- Comfort operating inside ticketing and workflow systems (e.g., Jira, Confluence) to log requests, track status, and maintain a clear audit trail of client activity.
- Excellent written and verbal communication skills, with the ability to translate technical or operational detail into clear updates for clients and internal stakeholders alike.
- Strong follow-through and attention to detail; able to hold open items accountable across teams without needing constant prompting.
- Demonstrated ability to identify process gaps and design practical solutions, with a bias toward automation and AI-enabled tools to streamline account operations, reporting, and communications.
- Comfort working across organizational lines - Onboarding, Client Support, Product, and Operations - without formal authority over those teams, relying on clarity, follow-up, and relationship-building to keep work moving.
- A proactive, "no dropped balls" mindset - someone who notices gaps in process or communication and closes them before they affect the client.
- Bachelor's degree.
- 3-5+ years of experience in client success, account management, implementation, or operations roles, ideally within financial services or FinTech.
Responsibilities
- Serve as the day-to-day operational point of contact for an assigned book of accounts, working in close coordination with the VP, Client Strategy & Success.
- Bridge communication and hand-offs between the Onboarding team, Client Support, and the client - ensuring nothing falls into a gap between teams.
- Track and manage open action items, initiatives, and commitments for each assigned account, following up until items are closed out.
- Monitor the status of onboarding requests, support tickets, and pricing or contract items in flight, and provide the VP with a clear, current picture of account activity.
- Prepare account status materials, agendas, and briefing notes to support the VP's client meetings and business reviews - allowing the VP to walk in focused on strategy rather than status-gathering.
- Help coordinate scheduling and logistics for client meetings, business reviews, and cross-functional working sessions.
- Maintain visibility into client requests and tickets logged by Client Support and Onboarding (e.g., Jira/CSRI, IPO, support queues), ensuring accurate documentation and follow-through to resolution.
- Escalate emerging risks or delays to the VP, Client Strategy & Success proactively, with enough context to support a fast decision.
- Identify recurring operational pain points across assigned accounts and propose or build automation and AI-enabled solutions to reduce manual work and improve response time.
- Maintain up-to-date account documentation, activity logs, and health/status tracking for assigned accounts.
- Support the VP in preparing for and following up on executive-level interactions - managing the operational thread so strategic conversations stay uninterrupted by administrative follow-up.
- Partner with Product, Operations, and Client Support to drive resolution of client issues and communicate outcomes back to the client and the VP.
- Identify recurring process gaps across accounts and recommend operational improvements to the Client Success team.
Reporting Relationship
The Client Success Manager works in close partnership with the VP, Client Strategy & Success, serving in a dedicated support capacity for assigned accounts. This role does not own account strategy or executive relationship management - those remain with the VP - but is accountable for the operational execution, coordination, and communication that make the strategy real day to day.
About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.
More Details
Employment Type: Full Time Location: [REMOTE] Experience Required: Mid-Senior Level Date Published: 12 Aug 2026
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