Insurance Client Success Manager Jobs in Tennessee

Wealth Access is seeking a Head of Sales & Client Success to lead revenue growth and build,lead, and scaleour client-facing revenuegroup. This person willbe responsible formaraging a team of B2B Software AE's whileestablishingstructure, accountability, and operational sales discipline.

This position is Hybrid out of our beautiful Nashville, TN office.

• Directly manageand growsales and client successteamsincluding coaching, pipeline review, deal support, performance management, and professional development

• Maintain andreporton pipeline, retention, and account health to theExecutive leadership team.

• Evaluate anditerateon sales and client success playbooks, processes, and tooling toestablishan operating cadence that supports predictable revenue growth

• Lead and develop the Client Success team, ensuring teammembersare trained, coached, and accountable to processes and playbooks

• Develop andmaintainclient success playbooks and operating procedures that support consistent onboarding, adoption, retention, renewal, and expansion across the client lifecycle

• Develop client health reports and tooling to proactivelymonitorclient healthto ensuredelivery of proactive, high-qualityrelationships andengagement across the portfolio

• Proactivelyidentifyretention and renewal risks and manageClientSuccess team to implement strategies that improve clientengagement, satisfaction, and long-term value.
• Travel: up to 30% domestically for client meetings & events

• Lead, coach, and develop theSalesand Client Success team members in their day-to-day work and long-term growth

• Build a culture of accountability, continuous improvement, and operational excellence across the sales and client success organizations tohold the team accountable to activity metrics, pipeline targets, and client satisfaction goals

• Support onboarding of new team members and contribute to building team processes and playbooks

• Conduct regular one-on-ones, performance reviews, and career development planning for all direct reports

• Collaborate with Product and Technology teams to relay client feedback andmarket insightstoinform the product roadmap

• Partner with Marketing on pipeline generation activities, events, and client-facing content

• Represent Wealth Access at industry conferences and client events

• 3+years ofB2B SaaS sales leadership experience

• Demonstrated ability to manage client relationships andsupport team membersin acomplex, multi-stakeholder environment

• Demonstrated success building, documenting, and implementing scales sales and clientsuccessprocesses and playbooks

• Experience managing or mentoring individual contributors in a sales or client success function

• Proficiencywith CRM platforms (HubSpot preferred) and a structured approach to pipeline managementincluding pipeline reviews, forecasting processes, performance metrics, and operating cadence

• Stronganalytical andexecutivecommunicationskills, with a passion forrelationship-building,organization,andprocess

• Bachelor's degreerequired; MBA or equivalent a plus but not required with strong experience

Wealth Access offers a competitive total compensation packagecommensuratewith experience, qualifications, and market conditions. This role includes:

• Equity participation

• Flexible / unlimited PTO

• Company-funded HSA

• 401(k) with company match

• Paid downtown Nashville parking

• Comprehensive health, dental, and vision benefits

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. Our 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.