Product Success Specialist

Responsibilities

• Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation.
• Proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to drive deeper adoption.
• Track and drive key leading and lagging adoption metrics, using trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
• Partner with Product to optimize in-product UX and onboarding flows.
• Collaborate with Implementation and Marketing to create scaled training and education content.
• Partner with Sales and Account Management to identify expansion opportunities in existing customers.

Requirements

• 3+ years of experience in implementation, activation, scale customer success, or a similar field.
• Experience managing a high-volume book of business in a scale, SMB, or similar segment.
• Prior experience in a wealthtech or fintech company or financial services firm is a plus.
• Creative, systematic thinker who continuously looks for ways to scale or automate workstreams.
• Proactive problem solver who identifies trends, improvement opportunities, data, and reporting needs.
• Builder mentality; adaptable and comfortable in a fast-paced, ambiguous, high-growth environment.
• Strong interest in AI and its impact on wealth management and financial services.

Compensation and Benefits

• $75,000–$90,000 base salary.
• Equity grant.
• Medical coverage with 100% of the employee premium covered.
• Dental and vision coverage with 99% covered.
• FSA matching up to $500 per year.
• Unlimited PTO, paid sick time, and 11 paid holidays.
• Paid parental leave: 12 weeks for birthing parents and 6 weeks for non-birthing parents.
• 401(k) with pre-tax and Roth options.
• MacBook laptop and Google Workspace, Slack, and Zoom provided.
• Growth opportunities for high performers after six months.