Wealth Customer Success Manager
FeatheryAI Automation company
United StatesMid
Index Ventures
Bain Capital Ventures
Portage Ventures
Allstate Strategic Ventures
Clocktower Ventures
Erie Strategic Ventures
Sales & Account Management
About the role
TL;DR
Ensure successful platform adoption and client satisfaction for wealth management clients.
- •You will collaborate with advisory firms to optimize key operational workflows and ensure successful platform adoption.
- •Key Responsibilities Participate in client onboarding and integration Serve as the primary point of contact during implementation Collaborate with clients to design efficient workflows Assist with CRM data mapping and client data organization Train clients on using Feathery effectively Requirements Experience with RIAs, broker-dealers, custodians, or wealth management technology platforms Strong understanding of advisor operations and account opening workflows Experience in Customer Success, Implementation, or Account Management in B2B SaaS Ability to translate operational workflows into technical solutions Effective communication and relationship management skills
Required skills
Customer SuccessImplementation Management
Domain expertise
fintech
Benefits & perks
Competitive compensation and equity, HRA health plan, Unlimited PTO, Retirement: 401(k) plan, A supportive, low-ego team that values ownership and growth, Company offsites to connect and recharge