layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Key Client Success Manager
Red Oak
Austin, Texas, United States
Source: Red Oak careers · View original posting
Employer job description
From Red Oak's posting. “We” and “our” refer to the employer.
Overview
Red Oak is the sole-source, integrated compliance and distribution platform for regulated financial services. More than half of the top 20 global asset managers are Red Oak clients, including BlackRock, Vanguard, PIMCO, and Morgan Stanley. We're one of the fastest-growing companies in compliance tech. Our mission: we give compliance the speed to say yes, so growth never has to wait.
This is the second of two Key CSM seats covering Tier 1 — Red Oak's most complex, highest-value customer relationships.
You'll own an assigned book of these accounts end to end — success plans, outcome baselines, business review cadence, adoption strategy, escalation and save plans — with direct access to C-suite executives. You'll run your book like a business, not a queue.
High autonomy. High executive exposure. High stakes.
Tier 1 accounts are Red Oak's most complex, highest-value relationships — asset managers, broker-dealers, RIAs, and insurance firms running multiple products across Compliance, Distribution, and Supervision. Post-close is when sponsor relationships are most exposed, and competitive displacement already accounts for most of our churn by value. You're the coverage that closes that gap.