Vice President of Client Success
Wealth AccessNashville, Tennessee, United States
Posted January 22, 2026
Full Time
About the Company
Wealth Access is the leading banking-integrated wealth platform that helps banks and wealth management firms deliver unified, intelligent client experiences.
Job Description
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.
Requirements
- 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.
Benefits
- Flexible PTO
- Company-funded HSA
- 401(k) with match
- Paid downtown Nashville parking
