VP Client Success & Retention
CEPRES is a leading and fast-growing digital investment platform for private capital markets—an asset class that has become increasingly important in global portfolios of sovereign wealth funds, insurance companies, pension plans, and other institutional investors. Our clients use CEPRES to manage, analyze, and benchmark their private market investments, while the platform connects thousands of professionals through one of the world's largest private investment networks. CEPRES GmbH / Corp is headquartered in Munich and New York, with additional offices in Denver, Heidelberg, and several locations in the Middle East. Our team is incredibly diverse with over 20 nationalities globally. We value smart and innovative people who also work effectively in a team environment and who are global players.
About the Role: We are seeking a VP Client Success & Retention (f/m/x) to lead CEPRES' global customer success organization and drive long-term value across our institutional client base. This is a senior leadership role responsible for customer retention, adoption, expansion, and strategic client engagement across private equity firms, pension funds, sovereign wealth funds, insurance companies, asset managers, and other institutional investors. Working closely with Sales, Product, Data Delivery, Finance, and senior leadership, you will ensure clients realize measurable value from CEPRES solutions while supporting the company's continued growth.
The ideal candidate combines deep private markets expertise with a proven track record of leading customer-facing teams, managing executive-level relationships, and delivering commercial outcomes through client retention, renewals, cross-selling, and upselling initiatives.
Key Responsibilities:
- Customer Success Strategy & Leadership
- Client Engagement & Relationship Management
- Commercial Growth & Retention
- Service Delivery & Operational Excellence
Requirements:
- 10+ years of experience in customer success, account management, relationship management, or client services within financial services, fintech, financial software, data, or investment technology environments.
- Experience leading global customer-facing teams and organizations.
- Deep understanding of private markets, including Private Equity, Venture Capital, Private Credit, Infrastructure, Fund-of-Funds, and institutional investment workflows.
- Experience in investment-related disciplines such as asset management, investment banking, consulting, accounting, audit, or financial services.
- Experience working with enterprise B2B SaaS, financial software, data platforms, or investment technology solutions.
- Excellent communication, presentation, and stakeholder management skills.
- Strong project and operational management capabilities.
- Customer-first mindset with a passion for delivering exceptional client experiences.
Benefits:
- Career Path in Private Markets
- Culture That Drives Ownership
- Commitment to Our People
- Attractive compensation package
At CEPRES, we're committed to creating an inclusive environment for all. We celebrate diversity and encourage applicants from all backgrounds, experiences, and perspectives to apply.
Available Locations for this position:
US, Germany, Switzerland, England