Full-Time
About Corient Nexus
Corient Nexus is a digital asset and derivatives focused investment platform serving high net worth individuals, family offices, and institutional investors.
We are building a disciplined and transparent platform that integrates established financial practices with modern digital asset infrastructure. Our focus is on risk aware strategies, operational integrity, and long term value creation.
Role Overview
We are seeking a VP of Customer Success to lead the firm’s client success strategy, retention initiatives, and overall client lifecycle management.
This role is responsible for ensuring that clients achieve their desired outcomes while engaging with the platform, driving long term relationships, satisfaction, and growth.
The VP of Customer Success will work closely with sales, product, and operations teams to deliver a seamless and high quality client experience aligned with the firm’s institutional standards.
Key Responsibilities
Develop and execute the firm’s customer success strategy and client lifecycle framework
Drive client onboarding, adoption, retention, and expansion initiatives
Build and manage relationships with high value clients including institutions, family offices, and key accounts
Collaborate with sales and investor relations teams to ensure smooth client transitions and ongoing engagement
Identify opportunities for account growth, cross selling, and upselling
Establish customer success metrics, KPIs, and reporting frameworks
Gather client feedback and insights to inform product development and service improvements
Resolve complex client issues and ensure a high standard of service delivery
Build and lead a high performing customer success team
Implement scalable processes and systems to support growth
Qualifications
8 to 12 years of experience in customer success, client services, or account management within financial services or fintech
Proven track record of managing institutional or high value client relationships
Strong understanding of client lifecycle management and retention strategies
Experience building and scaling customer success teams and processes
Excellent communication, problem solving, and relationship management skills
Ability to operate in a fast paced and client focused environment
Strong analytical mindset with experience using data to drive decisions
Preferred
Experience in digital assets, derivatives, or alternative investments
Background in asset management, wealth management, or institutional platforms
Familiarity with CRM systems and customer success tools
Experience working with institutional clients and complex financial products
Compensation & Benefits
Base Salary: $180,000 to $280,000 per year
Performance Bonus: Discretionary, based on individual and firm performance
Potential eligibility for equity or long term incentive compensation
Benefits include:
Health, dental, and vision insurance
Retirement plan options
Flexible work arrangements
Professional development support
Equal Opportunity Statement