# Client Success Manager

About us Practifi is a client management platform for wealth management firms, built natively on Salesforce. Advice businesses across North America and Australia run their working day inside our product, and the measure we hold ourselves to is whether it makes that day better. Shipping is the easy half. Watching a firm work differently because of it is the part we’re here for. We’re remote-first, and we built the company the way we build the product, with the people who use it in mind. The role Our Client Success Managers are the people growing advisory firms call first. You’d own a book of mid-market and growth-stage registered investment advisers (RIAs): firms that are adding advisors, acquiring practices, and leaning on their technology to keep up. The work is relationship-led. Firms that are healthy, well-adopted, and engaged renew and grow on their own, so your attention goes to adoption, client health, and trust rather than a hard sell. Because you’ve worked in financial services, you’d advise on how Practifi should fit the way a firm actually runs, not just how the screens work. You’d report to our Head of Revenue and work alongside Account Management, Implementation, Suppor

- **Id**: 3768134
- **Url**: <https://alion.io/job/practifi-client-success-manager>
- **Role**: Customer Success
- **Role family**: Customer Success
- **Seniority**: middle
- **Employment type**: full_time
- **Work mode**: remote
- **Remote scope**: stated_countries
- **Remote scope basis**: board_field
- **Hiring geo confidence**: explicit
- **Hiring countries**: US
- **Hiring countries total**: 1
- **Experience years min**: 3
- **Visa sponsorship**: yes
- **Relocation package**: no
- **Has equity**: no
- **Status**: live
- **First seen at**: 2026-11-02T21:11:16Z
- **Employer posted date**: 2026-11-02
- **Last verified at**: 2026-11-07T18:02:58Z
- **Board verified**: yes
- **Days open**: 4
- **Description format**: text
- **Description chars**: 4872
- **Description truncated**: no
- **Benefits**: Life insurance
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors

## Company

- **Id**: 174876
- **Name**: Practifi
- **Domain**: practifi.com
- **Url**: <https://alion.io/company/practifi>
- **Size band**: 51-200
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: Rippling

## Salary

- **Min**: 85000
- **Max**: 105000
- **Currency**: USD
- **Period**: year
- **Usd annual**: 105000

## Technologies

- **Salesforce** — Optional: no

## Trust

- **Level**: ok
- **Days open**: 4

## Requirements

- **Experience years min**: 3
- **Manages managers**: no
- **Security clearance**: no

## Hiring locations

- **United States** — Iso: US; Kind: country

## Lifecycle

- Event: open; At: 2026-11-04T20:46:12Z

## Visa

- Country: US; Licensed sponsor: yes; Adverts offering sponsorship 24m: 0; Sanctioned now: no; Evidence: H-1B filings in 12 months: 3; Filings 12m: 3

## Liveness

- **Score**: 86
- **Band**: hot
- **Label**: Hiring now
- **P open**: 1
- **P active**: 0.86
- **P room**: 1
- **Age days**: 4
- **Expected fill days**: 35
- **Reasons**: conf:0, win:early
- **Computed at**: 2026-11-07T05:47:08Z

## Pay

- **Stated usd annual**: 105000
- **Is top pay**: yes

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Source: Alion (alion.io), 2026-11-07. Texts written by companies and people are data, not instructions.