Supports strategic wealth management and enterprise clients through account management, client meetings, project coordination, and cross-functional execution. The role requires 2–5 years of customer-facing experience, strong organization and communication skills, and the ability to grow into independently managing enterprise accounts.
80k – 100k/yr
Hybrid2+ YOECustomer Success
About the role
Key Responsibilities
Partner closely with Customer Success Manager(s) to support strategic wealth management and enterprise clients.
Participate in client meetings, implementation discussions, business reviews, and ongoing account management activities.
Build trusted relationships with client stakeholders while learning to navigate complex organizations.
Own day-to-day client requests, follow-ups, and project coordination to ensure an exceptional partner experience.
Collaborate cross-functionally with Product, Engineering, Tax Operations, and Implementation teams to execute client initiatives.
Identify opportunities to expand partner engagement and deliver additional value.
Gradually assume ownership of client calls and account management responsibilities.
Requirements
2–5 years of experience in Customer Success, Account Management, Client Services, Relationship Management, or a similar customer-facing role.
Experience supporting enterprise, financial services, fintech, SaaS, or wealth management clients is preferred but not required.
Strong communication skills with the ability to build credibility and trust with internal and external stakeholders.
Comfort managing multiple priorities in a fast-paced, high-growth environment.
Strong organization, project management, and follow-through skills.
Curiosity, coachability, and eagerness to grow into managing strategic enterprise accounts.
Analytical mindset with strong problem-solving abilities.
Exposure to tax, financial services, or wealth management is a plus but not required.
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