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Head of Client Success Jobs

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Head of Client Success - Core & Strategic
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Lead our Core & Strategic client success at Addepar. This high-visibility role in Salt Lake City requires 12+ years in client-facing leadership within Wealth Management/FinTech. You'll own retention, growth, and team development, partnering cross-functionally to shape the future of wealth tech. E...
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United States , Salt Lake City
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Salary
177000.00 - 276000.00 USD / Year
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Addepar
Expiration Date
Until further notice
Head of Client Success - Core & Strategic
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Lead our Core & Strategic client success as a key leader at Addepar. You will oversee a multi-tiered team, driving retention, growth, and ROI for top RIAs and Family Offices. Requires 12+ years in client-facing leadership within Wealth Management or FinTech. This high-impact role is based in New ...
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Location
United States , New York
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Salary
177000.00 - 276000.00 USD / Year
addepar.com Logo
Addepar
Expiration Date
Until further notice
Looking for Head of Client Success jobs? This senior leadership role is the strategic cornerstone for driving customer loyalty, growth, and long-term value in modern businesses, particularly within B2B SaaS and technology-driven industries. A Head of Client Success is fundamentally responsible for architecting and leading the entire post-sale customer journey, ensuring clients not only achieve their desired outcomes with a product or service but also become passionate advocates. This profession transcends basic account management, focusing on building a proactive, scalable function that directly impacts a company's revenue stability and reputation. Professionals in these roles typically build and mentor high-performing Client Success teams, establishing a culture of ownership and strategic partnership. Common responsibilities include designing and implementing scalable client success strategies and playbooks that cover onboarding, adoption, renewal, and expansion phases. They establish key operational processes, utilizing Customer Relationship Management (CRM) platforms like Salesforce and other specialized tools to track client health, usage analytics, and Net Promoter Score (NPS). The role demands a deep analytical approach to create predictive models that identify churn risk and uncover opportunities for account growth, directly influencing metrics like Gross Retention and Net Revenue Retention (NRR). A critical aspect of the job is serving as a vital cross-functional connector. Heads of Client Success partner closely with Sales to ensure smooth handoffs and upsell opportunities, with Product to relay client feedback that shapes the roadmap, and with Marketing to develop customer advocacy programs. They are the ultimate client champion within the organization, ensuring the customer's voice guides business decisions. Typical skills and requirements for Head of Client Success jobs include a proven background (often 5+ years) in leading client-facing teams within a recurring revenue business model. Candidates must demonstrate a track record of building or scaling a client success function and improving key retention and expansion metrics. Essential skills combine strategic vision with operational excellence—the ability to design high-level frameworks while also diving into process details. Excellent leadership, communication, and influence skills are non-negotiable, as is a data-driven mindset comfortable with health scoring and performance analytics. For those seeking impactful leadership roles where business growth is directly tied to customer triumph, exploring Head of Client Success jobs offers a challenging and rewarding career path at the heart of sustainable company success.

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