Client Success Manager (CSM)
OneAdvisoryWealth Management company
New York, United StatesSenior
MassMutual Ventures
F-Prime Capital
Brewer Lane Ventures
New York Life Ventures
Perceptive Ventures
Flyover Capital
Sales & Account Management
About the role
TL;DR
Drive client value and adoption of a wealth tech data orchestration platform.
- •We are building the first wealth tech data orchestration company.
- •We are hiring a Client Success Manager to help Dispatch clients get maximum value from our platform through the best possible experience.
- •You will own that outcome for a focused book of accounts: getting clients implemented, driving adoption, solving problems, and making sure they get what they bought.
- •Key Responsibilities Run implementation projects from kickoff through launch.
- •Drive adoption against the business outcomes each client bought Dispatch to achieve.
- •Become a trusted advisor by deeply understanding Dispatch and each client’s business.
- •Build trust across client teams and equip Account Executives with account context.
- •Keep account plans honest and current and bring product signal to Product and Engineering.
- •Requirements 7+ years in client-facing post-sale roles at B2B technology companies, including 5+ years as the primary owner of enterprise client relationships.
- •Experience owning complex, high-value enterprise accounts and multiple stakeholders.
- •Experience at an early-stage startup (Series B or earlier, <150 people).
- •Experience with technical or operationally complex data products.
Required skills
Customer SuccessImplementation ManagementProduct ManagementB2B SalesEnterprise SalesAccount ManagementCustomer Onboarding
Domain expertise
fintech
Benefits & perks
Competitive salary and equity options, High-quality benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental), 401K, HSA & FSA plans, OneMedical, HealthAdvocate, TalkSpace, and Teladoc memberships, Technology stipend, Unlimited PTO, Paid parental leave, Office space in San Francisco and New York for in-person working
Tech stack
PythonJavaScriptSQLNode.jsReactAWSGoogle CloudAzureDockerKubernetesGitJiraConfluenceSlack
