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Vice President of Client Success

Vice President of Client Success

Wealth AccessNashville, TN, US
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VP of Client Success Location :

  • Nashville, TN (On-site) Employment Type : Full-time About Wealth Access Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences.
  • Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data.
  • Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise.
  • This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments.
  • Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
  • The Role We’re seeking an experienced and energetic VP of Client Success to transform how we engage and grow our client relationships.

This is a player-coach role :

  • you’ll personally manage key accounts while leading the team responsible for adoption, retention, and expansion across our client base.
  • Your mission is to elevate Client Success from reactive support to a proactive, strategic function that drives measurable outcomes for clients and for Wealth Access.
  • You’ll own renewals and expansion, champion the voice of the customer, and partner closely with Sales, Product, and Implementations to deliver exceptional client experiences.
  • This is a high-impact leadership role for someone who thrives in a growth-stage environment, balancing strategic vision with hands-on execution.
  • You’ll shape the future of Client Success at Wealth Access and play a critical role in our long-term growth strategy.

    • What You’ll Do 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.
  • Who You Are 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.
  • Why Join Wealth Access Lead a high-growth fintech company redefining how banks and wealth firms use data.
  • Competitive compensation with potential equity participation.

    • Comprehensive benefits :

  • flexible PTO, company-funded HSA, 401(k) with match, and paid downtown Nashville parking.
  • Our Values Lead with Insight Put People First Win Together Compensation Compensation includes a competitive base salary, performance-based bonus, and equity participation, along with comprehensive benefits.
  • The final package will reflect experience, qualifications, and market conditions.
  • About Wealth Access Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences.
  • Financial institutions often face the challenge of fragmented, legacy systems that make it difficult to connect trust, brokerage, retail, and commercial banking data.
  • Our platform solves this by integrating data into one secure, portable client record, making it accessible across the enterprise.
  • This unified view powers wealth, digital banking, CRM, and analytics ecosystems—helping institutions accelerate digital transformation, improve advisor productivity, and drive growth in deposits and investments.
  • Wealth Access partners with top financial institutions and technology providers to power millions of client interactions every month.
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