Role: As a Client Success professional for our Family Office segment, you will lead both the upfront acquisition and the long-term relationship management of our highest-value institutional clients. You will own the full lifecycle spanning B2B enterprise sales, onboarding, and post-sales account management. This role requires a professional who possesses deep domain knowledge in investment or wealth management and can navigate complex financial ecosystems with absolute credibility.
Responsibilities: Strategic Prospecting: Identify, target, and initiate relationships with key decision-makers, principals, and chief investment officers within Family Offices.
Solution Pitching: Conduct sophisticated platform demonstrations tailored to the precise investment, structuring, and wealth management pain points of institutional investors.
Onboarding & Implementation: Lead the seamless, end-to-end setup for Family Office accounts, ensuring their investment teams are fully integrated and trained. Post-Sales Relationship Management: Act as a dedicated, trusted advisor to maximize client retention, drive platform engagement,
and manage ongoing account success.
Feedback Loop: Collaborate closely with internal teams to advocate for the specific feature requests and bespoke needs of your family office portfolio.
Your background: Domain Experience: 1-4 years of experience blending B2B Enterprise Sales or Account Management with direct exposure to Family Offices, Private Wealth, or the Investment Management ecosystem.
Network & Credibility: Existing familiarity with the Indian wealth management landscape, family offices, or institutional investor networks.
Communication: Exceptional presentation and negotiation skills, with a proven track record of managing high-stakes relationships with senior stakeholders, GPs, and CXOs.
Technical Fluency: Ability to quickly master and clearly demonstrate complex software solutions to a highly sophisticated financial audience.
Education: An MBA in Finance, CFA charter, or a robust academic/professional background in financial markets is highly preferred.