VP Client Success & Retention (PE, Fintech) (f/m/x)
CEPRESJobsCloseBy Editorial Insights
CEPRES is hiring a VP of Client Success & Retention to lead its global customer success organization and drive value for institutional clients in private markets. You will own retention, adoption, expansion, and executive engagement, working with Sales, Product, Data Delivery, Finance, and leadership to deliver measurable value and scalable growth. The ideal candidate combines deep private markets knowledge with a proven track record of leading client-facing teams and delivering commercial outcomes through renewals and cross-sell. In your application emphasize 5+ years in customer success within financial services or fintech, global team leadership, and experience with enterprise B2B SaaS or data platforms; showcase KPI impact, stakeholder management, and a customer-first mindset. Highlight strategy and roadmap influence.
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.
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
- Develop and execute the global Customer Success strategy, including customer segmentation, engagement models, retention initiatives, expansion programs, and operational scalability.
- Build and lead a high-performing global Customer Success organization that puts client needs at the center of everything we do.
- Mentor and develop customer-facing teams across multiple locations while fostering a culture of accountability, collaboration, and service excellence.
- Establish and monitor key customer success KPIs, including retention, net revenue retention, adoption, customer health, and client satisfaction metrics.
- Build scalable customer engagement frameworks that support CEPRES' continued growth and expansion.
Client Engagement & Relationship Management
- Act as executive sponsor for CEPRES' most strategic client relationships, building trusted partnerships with senior stakeholders and ensuring clients realize measurable value from our solutions and data offerings.
- Develop strong relationships with institutional investors, private equity firms, pension funds, sovereign wealth funds, insurance companies, and asset managers.
- Represent the voice of the customer in strategic planning discussions and influence product roadmap priorities based on client needs and market trends.
- Support pre-sales and client engagement activities by partnering with Sales during strategic client discussions and contract negotiations.
Commercial Growth & Retention
- Own client retention, renewals, expansion, cross-selling, and upselling strategies, partnering closely with Sales leadership to maximize customer lifetime value and revenue growth.
- Identify opportunities to increase client adoption, deepen strategic partnerships, and expand CEPRES' footprint within existing accounts.
Service Delivery & Operational Excellence
- Oversee customer delivery, support operations, and service governance to ensure contractual commitments, SLAs, and customer expectations are consistently met or exceeded.
- Partner with Finance to support effective invoicing, collections, and remediation plans for delinquent accounts.
Requirements
- 5+ 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 Join a fast‑growing company in one of the most dynamic areas of finance. You will learn from an international team, receive regular feedback, and have opportunities to grow your responsibilities over time.
- Culture That Drives Ownership We value collaboration, transparency, and an entrepreneurial mindset—people who take initiative, deliver results, and support each other.
- Commitment to Our People A diverse, inclusive, and international workplace with benefits and support designed to help you thrive.
- Attractive compensation package that reflects your skills, contributions, and growth potential.
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.