Customer Success Manager

Job Summary

A company is looking for a Customer Success Manager.

Key Responsibilities

• Own and grow a portfolio of enterprise RIA and BD customers, ensuring adoption, retention, and expansion
• Lead pilots and onboarding to ensure seamless implementation and early engagement
• Develop and execute customer success plans, including Quarterly Business Reviews (QBRs) and strategic check-ins

Required Qualifications

• 5+ years of experience in customer success, account management, or consultative sales, preferably in WealthTech B2B SaaS or financial services
• Strong understanding of financial services, including RIAs and BDs
• Proven track record of owning renewals, upsells, and expansions with revenue accountability
• Experience leading QBRs and account strategy discussions with executives
• Preferred experience in a fast-growing startup and familiarity with customer health metrics