Client Success Managers are an integral part of the Practifi team, supporting existing clients and creating brand advocates. They are strategic advisors focused on the ongoing success of their clients by ensuring maximum value is achieved from integrating Practifi into their business.
The Client Success Team ensures our clients maximise the value they receive from using Practifi from the moment they sign up with us, through the entirety of our business relationship. We invest deeply in long term, proactive client success because the cost benefit analysis shows company success relies on retention, growth and referrals. The team comprises three key areas: Our Support and Solution Engineers, our Onboarding Managers and our Client Success Managers. Client Success Managers achieve their goals by creating deep partnerships with key business stakeholders and helping clients maximize the adoption of our software into key business processes.
Client Success Managers are a critical driver in client retention and growth which directly attributes to our key business metrics of Annual Revenue Retention and Net Revenue Retention. CSMs are also responsible for positive CSat scores which are directly tied to renewal and upsell opportunities. These metrics are tied directly to our business metrics including cost of acquisition, retention and churn.
Practifi is the performance optimization platform purpose-built for the wealth management industry. Built on Salesforce, our platform empowers teams to automate workflows, create rich client records and access advanced analytics in a unified experience.
With comprehensive APIs, a range of specialist wealth industry integrations and an ecosystem of hundreds of integrated apps, our platform centralizes data and gives greater visibility across organizations. Headquartered in Chicago, Illinois, with offices in Sydney, Australia, Practifi enables organizations across the globe to deepen loyalty with their clients and pioneer the future of wealth management.
You own Client outcomes from onboarding completion to the ongoing renewal process and everything in between
CSMs contribute to the business bottom line by growing recurring revenue, number of seats and number of clients through our number one sales source - client referrals
Become a trusted advisor - Your clients see you as a source for referrals, recommendations and best practice within Practifi and the broader ecosystem
You understand your clients business deeply and offer consultation from an industry perspective