Head of Sales & Client Success
At a glance
Leadership Customer Success role at Wealth Access. Nashville · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead sales and client success teams through coaching, pipeline reviews, deal support, and performance management
- Build repeatable playbooks for onboarding, adoption, retention, renewals, and account expansion
- Track pipeline, retention, and account health, then update executive leaders on performance
- Use client health reporting to spot renewal risks and improve engagement across the portfolio
- Work with Product, Technology, and Marketing on feedback, pipeline programs, events, and content
What you bring
- At least three years leading B2B SaaS sales teams, with success managing complex client relationships
- A record of creating and putting sales and client success processes and playbooks into practice
- Experience managing or mentoring individual contributors in sales or client success
- Working knowledge of CRM systems, preferably HubSpot, plus structured forecasting and pipeline reviews
- A bachelor's degree, strong analysis and executive communication skills, and a relationship-focused approach
Who this fits
You’ll suit a people-leadership role spanning sales and client success, with responsibility for direct reports, coaching, reviews, and career development. The position is hybrid from Nashville and includes domestic travel of up to thirty percent for client meetings and events.
From the employer
This position is Hybrid out of our beautiful Nashville, TN office.
KEY RESPONSIBILITIES
Revenue Generation and Sales Discipline
Directly manage and grow sales and client success teams including coaching, pipeline review, deal support, performance management, and professional development
Maintain and report on pipeline, retention, and account health to the Executive leadership team.
Evaluate and iterate on sales and client success playbooks, processes, and tooling to establish an operating cadence that supports predictable revenue growth
Client Relationship Management
Lead and develop the Client Success team, ensuring team members are trained, coached, and accountable to processes and playbooks
Develop and maintain client 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 proactively monitor client health to ensure delivery of proactive, high-quality relationships and engagement across the portfolio
- Proactively identify retention and renewal risks and manage Client Success team to implement strategies that improve client engagement, satisfaction, and long-term value.
- Travel: up to 30% domestically for client meetings & events
People and Process Leadership
Lead, coach, and develop the Sales and 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 to hold 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
Cross-Functional Collaboration
Collaborate with Product and Technology teams to relay client feedback and market insights to inform the product roadmap
Partner with Marketing on pipeline generation activities, events, and client-facing content
Represent Wealth Access at industry conferences and client events
QUALIFICATIONS
3+ years of B2B SaaS sales leadership experience
Demonstrated ability to manage client relationships and support team members in a complex, multi-stakeholder environment
Demonstrated success building, documenting, and implementing scales sales and client success processes and playbooks
Experience managing or mentoring individual contributors in a sales or client success function
Proficiency with CRM platforms (HubSpot preferred) and a structured approach to pipeline management including pipeline reviews, forecasting processes, performance metrics, and operating cadence
Strong analytical and executive communication skills, with a passion for relationship-building, organization, and process
Bachelor's degree required; MBA or equivalent a plus but not required with strong experience
BENEFITS
Wealth Access offers a competitive total compensation package commensurate with 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
About Wealth Access
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. This 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.
Not this one either?
Claude or ChatGPT reads the other 92,661 for you.
Get better matches →
