Customer Success Manager
Core
Partner with wealth management firms and law firms to drive platform adoption, manage the end-to-end customer lifecycle, and expand the book of business.
Role type
Senior Customer Success Manager (B2B SaaS)
Builds
AI-native wealth transfer and estate planning platform
Domain
Wealth management / Estate planning / Fintech
Deliverable
production ML models
Required skills
B2B SaaS customer success, account management, onboarding, renewals, upsells, stakeholder management, data analysis, project management, domain knowledge in wealth management
Preferred skills
Experience with RIAs, family offices, or trust and estate attorneys, wealth tech background
Technologies
Proprietary data asset, agent-driven workflows
Responsibilities
Manage and grow a book of business, own renewals and expansion, onboard new customers with success plans, develop platform knowledge to drive engagement, partner with product and engineering on roadmap initiatives
Seniority
Senior, hands-on IC
