ZipRecruiter

Log In

1

Client Success Strategist Jobs in Florida (NOW HIRING)

e-Med.us

VP, Delivery & Client Success

Miami, FL · On-site

$132K - $169K/yr

This role combines strategic leadership with hands-on execution, focusing on driving product ... Client Success & Retention • Build and lead a high-performing Client Success team to drive ...

previous pagenext page

Showing results 21-40

All JobsClient Success Strategist JobsClient Success Strategist Jobs in Florida

Client Success Strategist information

See Florida salary details

$28.4K

$110.7K

$128.7K

How much do client success strategist jobs pay per year?

As of Sep 12, 2026, the average yearly pay for client success strategist in Florida is $110,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $93,300.00 and $127,400.00 per year, depending on experience, location, and employer.

What is a client success strategist?

A Client Success Strategist is a professional responsible for ensuring that clients achieve their desired outcomes while using a company's products or services. They build strong relationships with clients, understand their goals, and proactively offer solutions to maximize value and satisfaction. Their role often involves onboarding new clients, addressing concerns, tracking client progress, and collaborating with other teams to ensure a seamless experience. By focusing on client retention and success, they help drive long-term business growth.

What are the key skills and qualifications needed to thrive as a client success strategist?

To thrive as a Client Success Strategist, you need strong relationship management abilities, analytical skills, and a background in business or communications. Familiarity with CRM software like Salesforce, customer engagement platforms, and data analysis tools is commonly expected. Exceptional communication, problem-solving, and proactive thinking set top performers apart in this role. These skills ensure clients achieve their goals and remain satisfied, driving long-term business growth and retention.

How does a client success strategist typically collaborate with other departments to improve client outcomes?

As a Client Success Strategist, you will regularly work cross-functionally with teams such as Sales, Product, and Support to ensure client needs are fully understood and addressed. You'll often act as a bridge, relaying client feedback to product development or coordinating with sales to identify upsell opportunities. This collaboration helps tailor solutions, resolve issues promptly, and drive overall client satisfaction. Being proactive and communicative is key to successful teamwork in this role.

What is the difference between Client Success Strategist vs Customer Success Manager?

AspectClient Success StrategistCustomer Success Manager
Primary FocusDeveloping strategies to enhance client engagement and retentionManaging ongoing client relationships and ensuring satisfaction
ResponsibilitiesCreating success plans, analyzing client needs, and driving strategic initiativesOnboarding, support, and day-to-day relationship management
Required SkillsStrategic thinking, communication, client analysisRelationship building, problem-solving, customer service
Work EnvironmentConsultative, strategic, often cross-departmentalOperational, client-facing, support-oriented

While both roles focus on client satisfaction, the Client Success Strategist emphasizes developing strategic plans to foster long-term success, whereas the Customer Success Manager handles daily relationship management and support. The strategist role is more focused on proactive planning, while the manager role is more operational and support-driven.

What cities in Florida are hiring for Client Success Strategist jobs?

Cities in Florida with the most Client Success Strategist job openings:

Client Success Strategist jobs near you

VP, Client Strategy & Success

West Palm Beach, FL • On-site, Remote

SmartX Advisory Solutions
Finance and Insurance • 51 - 200 employees
Learn more about SmartX Advisory Solutionsexternal

Full-time

Re-posted 15 days ago

Job description

Job Description
VP, Client Strategy & Success
Opportunity
SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a leader with the drive and expertise to advance SMArtX's strategic relationship management, engagement, and adoption goals across our client channels-including Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians.
The team's objective is to help customers solve key challenges, scale their businesses, and maximize the value of SMArtX solutions.
As part of the Client Success team, you'll be tech-savvy and knowledgeable about Managed Accounts, TAMPs, UMAs, and the broader FinTech ecosystem. Passion for our platform's capabilities-and for driving client outcomes-is essential. In this role, you will manage critical relationships and coordinate efforts across SMArtX and third-party partners.
The ideal candidate can navigate large, complex organizations, build trusted executive relationships, and drive platform adoption and usage.
Position Requirements
  • Demonstrated ability to identify, develop, and proactively pursue opportunities within strategic and enterprise client accounts.
  • Strong ability to quickly assess client and prospect needs and map them to SMArtX's value proposition, platform capabilities, and workflow solutions.
  • Proven success managing complex client relationships and influencing stakeholders at all levels, including executives and decision-makers.
  • Experience developing strategic account plans, including account mapping, goal setting, and multi-year growth strategies.
  • Familiarity with client health metrics, KPI tracking, and data-driven approaches to monitoring risk, adoption, engagement, and satisfaction.
  • Ability to lead business reviews, present insights, and translate client goals into measurable success outcomes.
  • Strong organizational skills and attention to detail, with the ability to manage timelines, cross-functional deliverables, and competing priorities.
  • Excellent communication skills-written, verbal, and presentation-with the ability to convey complex concepts clearly and persuasively.
  • Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts.
  • A strong sense of urgency and ownership; proactively brings forward ideas, identifies areas for improvement, and executes with discipline.
  • Team-oriented mindset with a commitment to shared goals and cross-functional success.
  • High degree of drive, resilience, and strategic thinking; ability to operate effectively in a fast-paced, evolving environment.
  • Bachelor's degree required.
  • Proficiency communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and TAMP solutions used by RIAs.
  • 10+ years of experience in financial services or FinTech with a focus on relationship management, strategic accounts, or client success.

Responsibilities
  • Cultivate and maintain strong, long-term relationships across strategic and enterprise accounts.
  • Become a subject matter expert on SMArtX's platform, capabilities, and workflows; serve as a trusted advisor to clients.
  • Lead executive-level interactions, presentations, and business reviews with decision-makers and key stakeholders.
  • Develop, execute, and maintain strategic account plans, including account mapping, opportunity identification, and long-term partnership strategies.
  • Oversee client health metrics, proactively monitoring adoption, engagement, risk indicators, and client satisfaction.
  • Define, track, and report KPIs and shared client-success goals aligned with retention, expansion, and platform utilization.
  • Guide clients on best practices and optimize their use of SMArtX's platform and workflows.
  • Collaborate cross-functionally on contract terms, business agreements, and renewal/expansion opportunities.
  • Educate clients on new and upcoming capabilities, product enhancements, and workflow optimizations.
  • Deliver platform and technology demonstrations tailored to client needs and strategic objectives.
  • Report on pipeline, account health, and client activity using CRM tools; maintain accurate documentation and executive visibility.
  • Partner with Product, Operations, and Service teams to escalate and resolve issues, driving continuous improvement.
  • Travel up to 10-20% as needed.

About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.
Submit your resume today to join our team.
Skills Required
null
More Details
Employment Type: Full Time Location: [REMOTE] Experience Required: Director/ Vice-President Date Published: 02 Dec 2025

Apply