CEPRES

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

CEPRES  •  England, GB (Onsite)  •  4 hours ago
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Job Description


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 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.

CEPRES

About CEPRES

CEPRES is the first platform built for the age of digital transformation in private markets. Our investment data platform provides real-time and predictive analytics to unlock better investment outcomes and drive better faster decisions. CEPRES clients leverage proprietary deal data and complete cash flows from the largest private market ecosystem, containing $56T in assets, 143K PE-backed companies, 16,500+ funds, and 6,000 LPs and GPs. Accelerate your private equity digital transformation journey at CEPRES.com.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Munich, DE
Year Founded
2001
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