Client Success Manager

Client Success Manager – Investment Management SaaS 

Location: Remote (Midwest / Central Time Zone preferred )

At DiligenceVault, we’re making diligence possible for all. We’ve built a market-leading technology platform that streamlines manual due diligence processes and unlocks data buried in documents for an industry managing more than $100 trillion in assets.

With 28,000+ users across 6,000+ firms globally, DiligenceVault is the standard for digitizing investment workflows. We are now seeking a Client Success Manager in the Midwest to help us continue transforming the institutional investment landscape.

The Role

As a Client Success Manager (CSM), you will be a strategic partner to our North American clients. You won’t just answer questions -- you will act as a trusted consultant helping Asset Managers, Allocators, and Institutional Investors digitize proprietary research, ESG, and Operational Due Diligence (ODD) workflows.

You will own relationships, drive adoption, and ensure our clients realize measurable value from the platform.

What You’ll Do

• Strategic Onboarding: Lead implementations for new institutional clients and tailor configurations to complex diligence use cases.
   
• Account Health & Retention: Monitor engagement, anticipate client needs across reporting cycles, and drive strong renewal outcomes.
   
• Platform & Domain Expertise: Become a subject-matter expert on DiligenceVault capabilities including RFP, DDQ, and workflow automation.
   
• Integration Consulting: Advise clients on API integrations and data connectivity.
   
• Commercial Ownership: Manage renewals and partner with the Account Management Team to identify expansion and upsell opportunities.
   
• Voice of the Client: Translate client feedback into actionable insights for our Product and Engineering teams.
   
• Client Education: Deliver webinars, training, and best-practice sessions to promote adoption and community engagement.

What You Bring

• Experience: 5+ years in Customer/Client Success within FinTech or B2B SaaS.
   
• Industry Knowledge: Strong familiarity with investment management (Asset Owners, Hedge Funds, Private Equity, Consultants strongly preferred).
   
• Technical Skills:
   
  • Solid understanding of API integrations
     
  • SQL experience strongly preferred (for querying, reporting, and troubleshooting)
     
• Executive Presence: Comfortable engaging senior stakeholders including COOs, CCOs, and Portfolio Managers.
   
• Problem-Solver Mindset: Ability to diagnose issues, analyze workflows, and drive solutions.
   
• Education: Bachelor’s degree in technology, or related field.
   

Benefits & Perks

• Remote-first environment focused on Midwest/Central Time Zone
   
• Medical, Dental, and Vision coverage via Justworks/One Medical
   
• 401(k) plan and performance-based incentives
   
• Generous PTO plus sick leave and paid holidays
   
• Purpose & impact: Employee donation matching and mission-driven culture

Why Join DiligenceVault?

You’ll join a high-growth FinTech company at the intersection of institutional finance and cutting-edge data technology. If you thrive in a fast-paced, entrepreneurial environment where you can directly influence the global investment ecosystem, this role is for you.

DiligenceVault is an equal opportunity employer. We celebrate diversity and are committed to building an inclusive workplace for all employees.