Wealth Access · 5 months ago
Vice President of Client Success
Nashville, TN
Full-time
Onsite
Senior LevelWealth Access is the leading banking-integrated wealth platform that helps financial institutions deliver unified client experiences. They are seeking an experienced VP of Client Success to transform client engagement and drive measurable outcomes, managing key accounts while leading the Client Success team.
FinanceFinancial ServicesFinTech
Responsibilities
Lead Client Success Strategy: Elevate the function from reactive support to a proactive, growth-oriented team focused on client outcomes
Own Renewals and Expansion: Drive retention (GRR) and growth (NRR) by ensuring clients realize full value from Wealth Access
Champion Adoption and Engagement: Develop programs that accelerate time-to-value and deepen product usage across client organizations
Build Executive Relationships: Serve as a trusted advisor to senior client stakeholders, personally managing key accounts as a player-coach
Voice of the Customer: Capture client feedback and partner with Product, Sales, and Implementations to influence roadmap and experience improvements
Lead and Inspire the Team: Mentor and develop team members, fostering a culture of accountability, collaboration, and energy
Measure and Improve: Define success metrics (adoption, retention, NPS) and implement processes to track and report progress
Qualification
Required
Experienced leader in B2B SaaS or FinTech with a track record of driving client outcomes and team performance
Skilled in managing renewals, expansion, and strategic account growth
Comfortable engaging with senior client stakeholders and managing executive relationships
Understands data flows and integrations at a conceptual level (e.g., digital banking cores, custodians, APIs)
Proven ability to lead and inspire teams, foster culture, and drive accountability
Player-coach mindset: willing to manage key accounts while leading the broader team
Based in the Nashville metropolitan area and committed to an on-site leadership presence
Benefits
Flexible PTO
Company-funded HSA
401(k) with match
Paid downtown Nashville parking
Company
Wealth Access
Wealth Access is an online advisory service supporting individuals in finance management.
Founded in 2011
11-50 employees
Funding
Current Stage
Growth StageTotal Funding
$7.99M2019-03-27Series B· $1.8M
2015-09-23Series Unknown· $1.5M
2014-04-24Series A· $3M
Leadership Team
David Benskin
Founder & CEO
Recent News
2025-01-14
GlobalFinTechSeries
2025-01-14
Company data provided by crunchbase