CEPRES<\/span><\/span><\/span><\/b> <\/b><\/span>is a leading and fast\-growing digital investment platform for private capital markets\u2014an 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\u2019s largest private investment networks.<\/span><\/span><\/span>
<\/p>CEPRES GmbH / Corp <\/span><\/span><\/span><\/span><\/b>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.<\/span><\/span><\/span>
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About the Role:<\/span><\/span><\/span><\/b>
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We are seeking a VP Client\nSuccess & Retention (f/m/x)<\/b> to lead CEPRES' global customer success\norganization and drive long\-term value across our institutional client base.<\/span><\/span><\/span>
<\/p>This is a senior leadership\nrole responsible for customer retention, adoption, expansion, and strategic\nclient engagement across private equity firms, pension funds, sovereign wealth\nfunds, insurance companies, asset managers, and other institutional investors.\nWorking closely with Sales, Product, Data Delivery, Finance, and senior\nleadership, you will ensure clients realize measurable value from CEPRES\nsolutions while supporting the company's continued growth.<\/span><\/span><\/span>
<\/p>The ideal candidate combines\ndeep private markets expertise with a proven track record of leading\ncustomer\-facing teams, managing executive\-level relationships, and delivering\ncommercial outcomes through client retention, renewals, cross\-selling, and upselling\ninitiatives.<\/span><\/span><\/span>
<\/p>Key\nResponsibilities<\/span><\/span><\/b>
<\/p>Customer Success Strategy &\nLeadership<\/span><\/span><\/b>
<\/p>- Develop and execute the global Customer Success strategy, including\ncustomer segmentation, engagement models, retention initiatives, expansion\nprograms, and operational scalability.<\/span><\/span>
<\/span><\/li>- Build and lead a high\-performing global Customer Success organization\nthat puts client needs at the center of everything we do.<\/span><\/span>
<\/span><\/li>- Mentor and develop customer\-facing teams across multiple locations\nwhile fostering a culture of accountability, collaboration, and service\nexcellence.<\/span><\/span>
<\/span><\/li>- Establish and monitor key customer success KPIs, including retention,\nnet revenue retention, adoption, customer health, and client satisfaction\nmetrics.<\/span><\/span>
<\/span><\/li>- Build scalable customer engagement frameworks that support CEPRES'\ncontinued growth and expansion.<\/span><\/span>
<\/span><\/li><\/ul>Client Engagement & Relationship Management<\/span><\/span><\/b>
<\/p>- Act as executive sponsor for CEPRES' most strategic client\nrelationships, building trusted partnerships with senior stakeholders and\nensuring clients realize measurable value from our solutions and data\nofferings.<\/span><\/span>
<\/span><\/li>- Develop strong relationships with institutional investors, private\nequity firms, pension funds, sovereign wealth funds, insurance companies, and\nasset managers.<\/span><\/span>
<\/span><\/li>- Represent the voice of the customer in strategic planning discussions\nand influence product roadmap priorities based on client needs and market\ntrends.<\/span><\/span>
<\/span><\/li>- Support pre\-sales and client engagement activities by partnering with\nSales during strategic client discussions and contract negotiations.<\/span><\/span><\/span>
<\/li><\/ul>Commercial Growth & Retention<\/span><\/span><\/b>
<\/p>- Own client retention, renewals, expansion, cross\-selling, and upselling\nstrategies, partnering closely with Sales leadership to maximize customer\nlifetime value and revenue growth.<\/span><\/span>
<\/span><\/li>- Identify opportunities to increase client adoption, deepen strategic\npartnerships, and expand CEPRES' footprint within existing accounts.<\/span><\/span><\/span>
<\/li><\/ul>Service Delivery & Operational Excellence<\/span><\/span><\/b>
<\/p>- Oversee customer delivery, support operations, and service governance\nto ensure contractual commitments, SLAs, and customer expectations are\nconsistently met or exceeded.<\/span><\/span>
<\/span><\/li>- Partner with Finance to support effective invoicing, collections, and\nremediation plans for delinquent accounts.<\/span><\/span><\/span>
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Requirements<\/h3>- 10+ years of experience in customer success, account management,\nrelationship management, or client services within financial services, fintech,\nfinancial software, data, or investment technology environments.<\/span><\/span>
<\/span><\/li>- Experience leading global customer\-facing teams and organizations.<\/span><\/span>
<\/span><\/li>- Deep understanding of private markets, including Private Equity,\nVenture Capital, Private Credit, Infrastructure, Fund\-of\-Funds, and\ninstitutional investment workflows.<\/span><\/span>
<\/span><\/li>- Experience in investment\-related disciplines such as asset management,\ninvestment banking, consulting, accounting, audit, or financial services.<\/span><\/span>
<\/span><\/li>- Experience working with enterprise B2B SaaS, financial software, data\nplatforms, or investment technology solutions.<\/span><\/span>
<\/span><\/li>- Excellent communication, presentation, and stakeholder management\nskills.<\/span><\/span>
<\/span><\/li>- Strong project and operational management capabilities.<\/span><\/span>
<\/span><\/li>- Customer\-first mindset with a passion for delivering exceptional client\nexperiences.<\/span><\/span><\/span>
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Benefits<\/h3>- Career Path in Private Markets<\/span><\/span><\/b> Join a fast\u2011growing 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.<\/span><\/span><\/span>
<\/li>- Culture That Drives Ownership<\/span><\/span><\/b> We value collaboration, transparency, and an entrepreneurial mindset\u2014people who take initiative, deliver results, and support each other.<\/span><\/span><\/span>
<\/li>- Commitment to Our People<\/span><\/span><\/b> A diverse, inclusive, and international workplace with benefits and support designed to help you thrive.<\/span><\/span><\/span>
<\/li>- Attractive compensation package<\/span><\/span><\/b> <\/span>that reflects your skills, contributions, and growth potential.<\/span><\/span><\/span>
<\/li><\/ul>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.<\/span><\/span><\/span><\/span><\/span><\/span>
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