Join Our Team as a Client Success Manager (AMERICAS)
Contract Type: Full-time, Long-term Contract
Start: ASAP
About Us
Trusted Family was founded by families, for families, with the mission of helping enterprising families thrive across generations. We deliver a secure digital platform that fosters transparency, alignment, and trust.
Combined with best practices and a thriving community of shared knowledge, we’ve become the world’s leading provider of family governance technology, empowering over 200 family enterprises and family offices across 30+ countries with tailored tools to streamline communication, governance, and succession planning for long-term success.
🎉 Our Culture
Trusted Family operates as a hybrid company with three hubs: Lisbon 🇵🇹, Austin 🇺🇸, and Brussels 🇧🇪.
We hire smart, autonomous, and driven individuals who are passionate about what they do and believe in the impact we have on the families we serve.
We gather together at least once a year for a memorable Company Offsite (this year: Morocco! 🇲🇦) and regularly meet at regional events and client conferences.
👉 More about us: https://tinyurl.com/trustedfamily
⭐ Role Description
We're looking for a versatile Client Success Manager to join our global team and contribute to the success of family enterprises across the Americas.
This highly strategic role offers a unique opportunity to build a strong network of high-level stakeholders and get involved in shaping the future of family businesses and offices.
💪 Responsibilities
Client Success Champion
- Build and nurture strong, long-term relationships with clients in the Americas (occasional travel required)
- Own and manage a portfolio of clients, providing tailored support and solutions.
- Act as a trusted advisor during onboarding and ongoing engagements, sharing best practices, insights, and content.
- Foster and grow our Client Community through the organization of in-person and online events.
- Engage with top-level families from Fortune 500 companies.
Product Advocate
- Become a product expert, helping shape the vision of our new platform generation.
- Serve as the voice of the customer internally, helping prioritize product developments based on client feedback.
- Enjoy working in a fast-changing tech environment.
- Build data-driven insights to help refine our product strategy
💛 Qualifications
Communication & Presence
- Strong communication, presentation, and writing skills.
- Native/Fluent in English; Spanish proficiency is a plus.
- Enthusiastic public speaker, comfortable representing Trusted Family at events.
- Excellent interpersonal skills with the ability to build trust with high-level stakeholders (CEOs, Chairmen/women).
Flexibility & Autonomy
- Comfortable working across time zones and adapting to flexible schedules.
- Permanent residency in the USA; able to travel internationally occasionally.
- Embrace hybrid work and promote work-life balance.
Team Spirit
- Team player who thrives in a dynamic, open, and multicultural environment.
- Able to work autonomously while contributing to team goals and culture.
Experience
- Bachelor’s degree required (Master’s degree preferred) in a relevant field.
- Proven experience in a client-facing role within a B2B, Tech/SaaS startup/scale-up, or wealth management/family office environment.
- Passion for technology/software.
- Knowledge of the family business and family office market is a strong plus.
💌 Ready to join our team?
Please share your resume with our Head of Client Success: Apply now
