Client Success Manager, Wealth.com
$70-100k
OTE
OTE is Base + Variable. + Stock Options
Estate planning technology
Job no longer available
Estate planning technology
101-200 employees
Job no longer available
$70-100k
OTE
OTE is Base + Variable. + Stock Options
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- 1-3+ years of proven experience driving SaaS software adoption and expansion with enterprise level accounts
- Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment
- Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency
- Strong understanding of value drivers in recurring revenue business models
- Demonstrated operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation and planning
- Demonstrated ability to map the customer/member journey–including the benefits and drawbacks customers face on each step of the journey
- Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity
- Able to collaborate across the organization and with external stakeholders
- Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise
- Ability to travel if needed
- Bonus: experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc
- Bachelor's Degree or equivalent years of experience
What the job involves
- As a SMB Client Success Manager, you will be responsible for helping our clients be successful in achieving the expected outcomes from their Wealth.com solution
- The Success team is the primary point of contact throughout the member lifecycle in a B2B2C customer model. To achieve business goals, the team must focus both on building strong relationships with our business members and on driving high adoption, engagement, expansion and retention
- Responsible for maintaining and growing relationships with small to medium sized clients. This role is crucial in ensuring client satisfaction, driving revenue growth, and identifying opportunities for expansion and cross-selling
- Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets within assigned customers
- Activities above include but are not limited to productive hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions
- Assist in the development of Client Success Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy
- Collaborate with client to execute on goals and KPIs
- Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution
- Facilitate frequent touchpoint meetings and communications with clients
- Communicate effectively, adapt to working environments and team priorities. Collaborate with multiple divisions and functions to coordinate the timeline of events and activities. Utilize CRM (Salesforce and ChurnZero) to keep track of key account data, activities, opportunities, and relevant notes
- Display great organization skills and great attention to detail
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. The substantial funding it has received continues to fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid parental leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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