Senior Vice President, Client Value Management
Confidential
Senior Vice President, Client Value Management
About the Company
Rapid-growing financial services firm
Industry
Financial Services
Type
Privately Held, VC-backed
Founded
2021
Employees
201-500
Categories
- Analytics
- Consulting
- Advice
- Consulting & Professional Services
- Financial Services
Specialties
- customer strategies
- marketing/sales effectiveness
- pricing
- channel optimization
- distribution
- risk management
- customer strategy
- m & a support
- operations & systems
- technology solutions
- workforce & performance management
- and financial services consulting
Business Classifications
- B2B
- SAAS
- Enterprise
About the Role
The Company is seeking a Senior Vice President for Client Value Management, a pivotal role focused on customer success and retention. The successful candidate will be responsible for founding and leading the Client Value Management function, with a clear mandate to ensure that every client realizes the value they expect from the company's products and services. This includes designing the operating model, hiring and developing the team, and establishing governance to enhance client value realization and predictable renewal outcomes. The role demands a leader who can build the function from the ground up, with a strong emphasis on improving gross revenue retention across the enterprise portfolio. Applicants for this role at the company should have a proven track record in founding or rebuilding a post-sales, customer success, or client value organization, particularly in the context of enterprise software and services. Financial services client experience is highly preferred, as is the ability to analyze portfolio performance and identify systemic risks. The role requires a leader with high emotional intelligence, structured problem-solving skills, and the ability to operate effectively in a dynamic environment. The SVP will also be expected to lead at the client executive level, serving as the primary point of contact for key enterprise accounts and influencing internal teams based on the voice of the client.
Hiring Manager Title
Chief Commercial Officer
Functions
- Account Management/Optimization
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