Senior Client Success Manager

Remote /
Client Success /
Full Time
/ Hybrid
InvestorFlow is the only company of its kind to deliver industry specialized CRM, built on Salesforce, and digital portals to help alternative asset firms find opportunities, create and manage relationships, and turn relationship insights into action with increased productivity and transparency.

We are looking for a Senior Client Success Manager to play a key part in client retention and account growth for InvestorFlow. This unique opportunity drives client partnerships by proactively engaging with clients to ensure adoption and overall implementation success. You are resourceful with the ability to recognize upsell opportunities and manage multiple projects with varying priorities.

You will:

    • Collaborate with Account Managers as their go-to technical resource  
    • Craft and scope solutions to position the value of InvestorFlow’s SaaS products 
    • Manage and coach Client Success Analysts 
    • Oversee a strategic book of clients focused on driving adoption of their implementation 
    • Continuously work to mitigate process pain points 
    • Act as project manager for special projects 
    • Assist the CS team in effectively distributing the workload 

You have:

    • The Salesforce Admin certification
    • Passion for driving client success and adoption through proactive outreach and engagement 
    • A good understanding of the workflows of alternative asset management firms 
    • The ability to break down complex problems into clear, manageable parts  
    • Project management and planning skills 
    • Experience working independently on multiple projects in a fast-paced, remote environment 
    • Experience communicating succinctly in writing, clearly and professionally, with co-workers and customers of all personality types 

Your benefits:

    • Great compensation package including 401K 
    • Excellent medical, dental and vision plan 
    • Flex Time Off Policy 
    • Career growth opportunity in a growing technology company

InvestorFlow is an investor and deal engagement platform that helps investment banks, alternative asset managers, fund administrators, and wealth managers create intelligent digital experiences and dramatically increase productivity and engagement. InvestorFlow is the only solution provider to integrate deal flow management, fundraising, reporting and investor services into one cloud-native platform. InvestorFlow serves over 175 clients including 25 of the top 50 alternative asset managers, with more than $3.5 trillion in assets, 750 funds and 90,000 LPs on its combined platform. InvestorFlow is a privately held company based in Menlo Park, California. To learn more, please visit