Talent.com
Vice President of Client Success
Vice President of Client SuccessWealth Access • Nashville, TN, US
Vice President of Client Success

Vice President of Client Success

Wealth Access • Nashville, TN, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
  • serp_jobs.filters_job_card.quick_apply
job_description.job_card.job_description

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.
  • Powered by JazzHR
    • serp_jobs.job_alerts.create_a_job

    Vice President Client • Nashville, TN, US

    Job_description.internal_linking.related_jobs
    Consulting Solution Lead

    Consulting Solution Lead

    Tennessee Staffing • Nashville, TN, US
    serp_jobs.job_card.full_time
    The Client Manager for our Customer Health team ensures that AI-generated customer metrics for all customers meet the same high standard as those crafted by a seasoned client managerdelivering deci...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Physical Therapist - Clinic Director

    Physical Therapist - Clinic Director

    Upstream Rehabilitation, Inc. • Hendersonville, TN, United States
    serp_jobs.job_card.full_time
    Lead a team of amazing Physical Therapists as the Clinic Director.Results Physiotherapy in Hendersonville, TN!.I am passionate about serving our patients through high quality care and exceeding exp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Physical Therapist - Clinic Director

    Physical Therapist - Clinic Director

    Results Physiotherapy • Hendersonville, TN, United States
    serp_jobs.job_card.full_time
    Lead a team of amazing Physical Therapists as the Clinic Director.Results Physiotherapy in Hendersonville, TN!.I am passionate about serving our patients through high quality care and exceeding exp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel OR RN

    Travel OR RN

    Fusion Medical Staffing • Northeast, TN, US
    serp_jobs.job_card.full_time
    Travel OR RN Company : Fusion Medical Staffing Location : Facility in Nashville, Tennessee Job Details Fusion Medical Staffing is seeking a skilled Operating Room RN for a 13-week travel assignment i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Client Services Tech 1

    Client Services Tech 1

    Pace Analytical Services, LLC • Mount Juliet, TN, United States
    serp_jobs.job_card.full_time
    Tuesday through Saturday, 9 : 00 AM - 6 : 00 PM (Mon-Fri : 9am-6pm the first week for training).Are you ready to work making the world a safer, healthier place? Join our mission to continuously move sci...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Operations Lead

    Operations Lead

    Fuse Technical Group • Goodlettsville, TN, US
    serp_jobs.job_card.full_time
    Fuse Technical Group, LLC is a leader in multi-media design and development technology for live events and installations. We produce audio, visual, and lighting effects that ensure our client's stri...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Manager Claims & Partnerships

    Manager Claims & Partnerships

    InsuranceJobs.com • Tennessee, United States
    serp_jobs.job_card.full_time
    The Manager of Claims and Partnerships is a unique role managing claims, carrier partnerships, and internal sales of specialty insurance products and programs that support the multifamily and short...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Staff Pharmacist

    Staff Pharmacist

    CVS Health • Hendersonville, TN, United States
    serp_jobs.job_card.full_time
    At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading h...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director of Rehab

    Director of Rehab

    Genesis Healthcare Services • Mt Juliet, TN, United States
    serp_jobs.job_card.full_time +1
    At Powerback, we're on a mission to improve lives.As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive while providing essential t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor Assistant - Client Services

    Financial Advisor Assistant - Client Services

    Scion Staffing • Hendersonville, TN, United States
    serp_jobs.job_card.permanent +1
    Scion Staffing has been engaged to conduct a search for a Financial Advisor / Client Services Representative for an established and growing financial organization. This position will begin remotely an...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Manager, Surplus Lines Reporting

    Manager, Surplus Lines Reporting

    InsuranceJobs.com • Tennessee, United States
    serp_jobs.job_card.full_time
    As part of the InhabitIQ company, ePremium Insurance Agency, LLC has been named one of INC 500s fastest growing privately held companies in the nation and has been recognized as a Top Workplace in ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Associate Sales Representative - Northern Ohio

    Associate Sales Representative - Northern Ohio

    Permobil, Inc. • Mt. Juliet, TN, United States
    serp_jobs.job_card.full_time
    Associate Sales Representative - Northern Ohio.Would you like to work in an international environment where you'll make a difference every day? At Permobil, we're looking for game-changers to join ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    SEASONAL- TRAVEL - RN - CCU - COST CENTER 650 / 7 : 00AM - 7 : 00PM

    SEASONAL- TRAVEL - RN - CCU - COST CENTER 650 / 7 : 00AM - 7 : 00PM

    TriStar Hendersonville Medical Center • Hendersonville, TN, United States
    serp_jobs.job_card.full_time
    TriStar Hendersonville Medical Center - HP.SEASONAL- TRAVEL - RN - CCU - COST CENTER 650 / 7 : 00AM - 7 : 00PM.Experience : Minimum 2 years of critical care experience. Certifications : ACLS, NIH certific...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Enterprise Account Executive, Central Area

    Enterprise Account Executive, Central Area

    MCKESSON • TN, United States
    serp_jobs.job_card.full_time
    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Unionville, Tennessee, US
    serp_jobs.job_card.full_time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Rehab

    Director of Rehab

    PowerBack Rehabilitation • Mt Juliet, TN, United States
    serp_jobs.job_card.full_time +1
    At Powerback, we're on a mission to improve lives.As the leader in physical, occupational, speech, and respiratory therapies, we help older adults stay active and thrive while providing essential t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor Assistant - Client Services

    Financial Advisor Assistant - Client Services

    Firefighters First Credit Union • Hendersonville, TN, United States
    serp_jobs.job_card.full_time
    The position will start off remote then transition to in office once our corporate office is open in Hendersonville, TN.Firefighters First Federal Credit Union has proudly been serving the firefigh...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Mental Health Therapist

    Remote Mental Health Therapist

    SonderMind • Unionville, TN, USA
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    SonderMind is a leading mental health care platform revolutionizing therapy services.We are seeking compassionate and highly skilled licensed mental health therapists to join our expanding network....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted