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Client Success Manager (CSM) 100% Remote up to 30% Travel

March 24, 2026

Job Description

Summary of Position:

As a Client Success Manager, you will be the principal advocate for our wealth management clients, ensuring they maximize the value they derive from the Docupace platform. You will develop robust client relationships, provide strategic consulting, drive adoption of our products, and uncover opportunities for further growth and innovation. You will also serve as a trusted advisor and collaborate cross-functionally with Product, Sales, and Operations teams to deliver superior client experiences.

Why Join Us?

Impactful Work: Help reshape the wealth management industry by delivering world-class Fintech solutions that empower both advisors and investors.
Growth Opportunities: Access to ongoing learning and professional development opportunities, working alongside a talented, mission-driven team.
Collaborative Environment: A culture that values innovative thinking, encourages collaboration, and supports mutual success.

Job Requirements

Qualifications and Requirements

Education:Bachelor’s degree in Business, Finance, Economics, or a related field. Master’s degree or MBA is a plus.
Experience:
7+ years of experience in Client Success, Account Management, or Relationship Management roles, ideally within Wealth Management, Fintech, or Financial Services.
Proven track record of managing complex client portfolios and driving client satisfaction, retention, and revenue growth.

Technical Skills:

Familiarity with CRM tools (e.g., Salesforce) and customer success platforms.
Understanding of financial services, SaaS, wealth management platforms, investment products, and regulatory requirements.
Proficiency in data analytics and reporting tools (e.g., Excel, Power BI, Tableau) is a plus.

Soft Skills:

Exceptional communication and presentation skills, with the ability to interface effectively withC-level executives.
Strong problem-solving and analytical thinking abilities.
Demonstrated leadership and team-building skills.

Ability to work autonomously in a fast-paced, dynamic environment.

Job Responsibilities

Essential Duties/Responsibilities:

Strategic Relationship Management

Serve as the primary point of contact and trusted advisor for key stakeholders within the client’s organization.
Conduct regular business reviews to measure ROI, track progress against strategic objectives, and ensure alignment with the client’s goals.
Proactively identify potential challenges and implement solutions or enhancements to improve the client experience.

Product Adoption & Training

Advocate for the full range of platform features and capabilities to help clients optimize workflows and maximize value.
In partnership withTraining, develop custom training programs and best practices for clients, ensuring efficient and effective use of platform tools.
Use data analytics and user behavior insights to tailor training efforts and drive engagement.

Client Advocacy & Feedback Loop

Act as the client’s voice within the organization, conveying client feedback, needs, and pain points to the Product, Engineering, and Leadership teams.
Collaborate with Product Management to influence feature development and prioritize enhancements based on client impact and strategic value.
Monitor industry trends and regulatory changes relevant to wealth management, advising clients and internal teams on potential adjustments or innovations.

Renewals & Growth

Own the renewal and expansion process, identifying upsell/cross-sell opportunities that align with client business objectives.
Develop and maintain account plans to achieve client retention, revenue growth, and expansion targets.
Negotiate contract renewals and expansions in partnership with the Sales team, demonstrating a clear ROI to client stakeholders.

Team Collaboration

Foster a culture of collaboration, knowledge-sharing, and continuous improvement across the Client Success team.
Lead or contribute to special projects focused on improving Client Success operations, processes, and tools.

Reporting & Analytics

Track and report on client health metrics, adoption rates, and satisfaction scores, using data to inform strategic decisions and priorities.
Present periodic client status updates to internal and external stakeholders, outlining achievements, challenges, and action plans.
Utilize client data to forecast potential risk areas and proactively devise mitigation strategies.

Physical Demands and Working Conditions:

Sit – Frequent
Stand- Occasional
Walk - Frequently
Lift/Carry 0-20 pounds – Occasional
Lift/Carry over 0-20 pounds - Occasional
Kneel/crouch, bend and /or stoop repeatedly–Occasional
Ability to travel 20-30% to Docupace offices and client sites

Reasonable Accommodations:

Applicants and employees who require reasonable accommodation to complete the duties and responsibilities described above should notify Human Resources.

Disclaimer:

The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Additionally, this document is not an employment contract. The company reserves the right to modify job duties or job descriptions at any time.

Docupace is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of any kind. We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Docupace are based on business needs, job requirements and individual qualifications, without regard to age, race, color, religion or belief, gender, sexual orientation, family or parental status, or any other status protected by the laws or regulations in the locations where we operate.

Job Benefits

Competitive Compensation: Attractive salary, performance-based bonuses, health benefits, and other great perks!

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...