Client Success Manager

Client Success Manager Cary, NC Job Details Full-time 16 hours ago Qualifications Project team coordination Customer communication Customer relationship building Project coordination Customer inquiry handling Bachelor's degree Managing clients in a finance role Customer relationship management Financial services Senior level Cross-functional collaboration Account management Escalation handling Leadership Communication skills Cross-functional communication Progress tracking (project management tasks)

Full Job Description Level/Function:

Lead Associate, Client Support Services Business Title:

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 will support our investor communications platform and acts as a key relationship and operations partner for issuer clients using the proxy and shareholder communications system. This role is responsible for managing assigned deliverables independently, with limited day‑to‑day oversight, while ensuring accurate and timely execution of client communications. The CSM works closely with internal teams to support ongoing client needs and partners with senior staff when handling complex clients, projects, or escalations. Success in this role requires strong client management skills, operational expertise, and the ability to balance multiple priorities in a deadline‑driven environment. Duties and Responsibilities of the

Client Success Manager:

Client relationship ownership Manage the day-to-day relationship with issuer clients Serve as the main point of contact for questions or issues Escalate operational problems internally when needed Lead regular status calls with clients Project and operational oversight Track client requests and ongoing projects Monitor project timelines and ensure deliverables are completed Work through the project delivery lifecycle from estimate through completion Reporting and performance monitoring Identify trends, risks, or service issues affecting accounts Internal coordination Coordinate with internal teams including product and operations Advocate internally for client needs and priorities Track product issues or enhancements requested by clients Skills and Experience of the

Client Success Manager:

5+ years of relevant experience, preferably within a financial services or Fintech organization. Bachelor's degree or the equivalent combination of education and experience is required. Proven experience managing client relationships in a customer success, account management, or client services role Ability to serve as a primary point of contact, handle client inquiries, and manage issue resolution through internal escalation Experience leading client-facing meetings, including regular status calls and progress reviews Demonstrated project coordination skills, including tracking requests, timelines, and deliverables across multiple accounts Understanding of project delivery lifecycles, from initial scoping or estimates through execution and completion Ability to monitor account performance and identify trends, risks, or service issues impacting client satisfaction Experience coordinating cross-functionally with internal teams such as product, operations, and support Strong advocacy skills to represent client needs and priorities internally Experience tracking product issues, enhancements, and client feedback to support continuous improvement Excellent written and verbal communication skills with a strong attention to detail Highly organized, proactive, and comfortable managing multiple priorities in a deadline-driven environment