VP, Client Strategy & Success

SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking an individual with the drive and expertise to support SMArtX's Strategic Relationship Management engagement and adoption goals within our client channels, including Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. The team’s objective is to assist our customers with their key challenges, helping them scale their businesses and maximize the use of our solutions.As part of the Client Success team, you’ll need to be tech-savvy and knowledgeable about Managed Accounts, TAMPs, UMAs, and FinTech. Passion for our platform’s capabilities and our clients' success is essential. In this role, you will manage critical relationships and coordinate efforts across our organization and third-party partners.The ideal Client Success Manager is adept at navigating large, complex organizations to grow and strengthen relationships, fostering platform adoption and usage.Position RequirementsDemonstrated ability to identify, develop, and proactively pursue opportunities within strategic and enterprise client accounts.Strong capability to quickly assess a client’s or prospect’s needs and map them to SMArtX’s value proposition, platform capabilities, and workflow solutions.Proven success managing complex client relationships and influencing stakeholders at all levels, including executives and decision-makers.Experience developing strategic account plans, including account mapping, goal-setting, and multi-year growth strategies.Familiarity with client health metrics, KPI tracking, and data-driven approaches to monitoring risk, adoption, engagement, and satisfaction.Ability to lead business reviews, present insights, and translate client goals into measurable success outcomes.Strong organizational skills and attention to detail, with the ability to manage timelines, cross-functional deliverables, and competing priorities.Excellent communication skills — written, verbal, and presentation — with the ability to convey complex concepts clearly and persuasively.Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts.A strong sense of urgency and ownership; proactively brings forward ideas, identifies areas for improvement, and executes with discipline.Team-oriented mindset with a commitment to achieving shared goals and driving collective success across departments.High degree of drive, resilience, and strategic thinking, with the ability to operate effectively in a fast-paced, evolving environment.Bachelor’s degree Proficiency in communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and the use of TAMP solutions by RIAs.10+ years of experience in financial services or FinTech with a focus on relationship management, strategic accounts, or client success.ResponsibilitiesCultivate, support, and maintain strong, long-term client relationships across strategic and enterprise accounts.Become a subject matter expert on SMArtX’s platform, capabilities, and workflows, serving as a trusted advisor to clients.Lead and coordinate executive-level and decision-maker interactions, presentations, and business reviews.Develop, drive, and maintain comprehensive strategic account plans, including account mapping, opportunity identification, and long-term partnership growth strategies.Oversee and manage client health indices, ensuring proactive monitoring of adoption, engagement, risk indicators, and satisfaction metrics.Define, track, and report on KPIs and shared client-success goals, aligned with retention, expansion, and platform utilization objectives.Act as an expert on SMArtX’s product and platform capabilities, guiding clients on best practices and optimizing their use of the platform.Collaborate cross-functionally on contract terms, business agreements, and renewal/expansion opportunities.Educate clients on new and upcoming capabilities, product enhancements, and workflow optimizations.Deliver platform and technology tool demonstrations tailored to client needs and strategic objectives.Report on pipeline, account health, and client activity using CRM tools; ensure documentation accuracy and executive-level visibility.Partner with Product, Operations, and Service teams to escalate and resolve client issues, driving continuous improvement.Willingness to travel up to 10–20% of the time, as needed