VP Client Success & Retention (PE, Fintech) (f/m/x)

VP Client Success & Retention (PE, Fintech) (f/m/x)

US, Germany, Switzerland, England | Posted on 06/08/2026

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.

About the Role:

We are seeking a VP ClientSuccess & Retention (f/m/x) to lead CEPRES' global customer successorganization and drive long-term value across our institutional client base.

This is a senior leadershiprole responsible for customer retention, adoption, expansion, and strategicclient engagement across private equity firms, pension funds, sovereign wealthfunds, insurance companies, asset managers, and other institutional investors.Working closely with Sales, Product, Data Delivery, Finance, and seniorleadership, you will ensure clients realize measurable value from CEPRESsolutions while supporting the company's continued growth.

The ideal candidate combinesdeep private markets expertise with a proven track record of leadingcustomer-facing teams, managing executive-level relationships, and deliveringcommercial outcomes through client retention, renewals, cross-selling, and upsellinginitiatives.

KeyResponsibilities

Customer Success Strategy &Leadership

• Develop and execute the global Customer Success strategy, includingcustomer segmentation, engagement models, retention initiatives, expansionprograms, and operational scalability.
  
• Build and lead a high-performing global Customer Success organizationthat puts client needs at the center of everything we do.
  
• Mentor and develop customer-facing teams across multiple locationswhile fostering a culture of accountability, collaboration, and serviceexcellence.
  
• Establish and monitor key customer success KPIs, including retention,net revenue retention, adoption, customer health, and client satisfactionmetrics.
  
• Build scalable customer engagement frameworks that support CEPRES'continued growth and expansion.
  

Client Engagement & Relationship Management

• Act as executive sponsor for CEPRES' most strategic clientrelationships, building trusted partnerships with senior stakeholders andensuring clients realize measurable value from our solutions and dataofferings.
  
• Develop strong relationships with institutional investors, privateequity firms, pension funds, sovereign wealth funds, insurance companies, andasset managers.
  
• Represent the voice of the customer in strategic planning discussionsand influence product roadmap priorities based on client needs and markettrends.
  
• Support pre-sales and client engagement activities by partnering withSales during strategic client discussions and contract negotiations.
  

Commercial Growth & Retention

• Own client retention, renewals, expansion, cross-selling, and upsellingstrategies, partnering closely with Sales leadership to maximize customerlifetime value and revenue growth.
  
• Identify opportunities to increase client adoption, deepen strategicpartnerships, and expand CEPRES' footprint within existing accounts.
  

Service Delivery & Operational Excellence

• Oversee customer delivery, support operations, and service governanceto ensure contractual commitments, SLAs, and customer expectations areconsistently met or exceeded.
  
• Partner with Finance to support effective invoicing, collections, andremediation 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, andinstitutional 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, dataplatforms, or investment technology solutions.
  
• Excellent communication, presentation, and stakeholder managementskills.
  
• Strong project and operational management capabilities.
  
• Customer-first mindset with a passion for delivering exceptional clientexperiences.
  
• 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.