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Client Success Manager Lead - Remote

Posted 1 week ago
Sales / Business
Full Time
USA

Overview

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart.

In Short

  • Champion Direct and Mid-Market customer segments
  • Manage your own book of business while mentoring a team of CSMs
  • Drive onboarding, product adoption, and measurable outcomes
  • Identify opportunities for account expansion and growth
  • Proactively manage retention risk
  • Partner with Sales on upsell and cross-sell motions
  • Refine lifecycle touchpoints and playbooks
  • Leverage tools like ChurnZero for automation
  • Influence strategy by identifying patterns and driving improvements
  • Ensure Customer Success is positioned as a growth engine

Requirements

  • 4+ years in Customer Success or Account Management
  • Experience leading or mentoring a team
  • Track record of driving customer growth
  • Strategic thinking with the ability to build motion
  • Ability to connect with clients of all sizes

Benefits

  • Competitive Salary
  • Fully remote, flexible work environment
  • Full medical and dental benefits
  • Unlimited PTO
  • Paid Parental Leave
  • Company equity managed through Carta
  • 401k with Match and 100% vesting upon hire
  • Free estate planning
Wealth.com logo

Wealth.com

Wealth.com is a leading estate planning platform that empowers financial advisors to provide modern and comprehensive estate planning solutions. By leveraging advanced technology, artificial intelligence, and exceptional human expertise, Wealth.com delivers a seamless user experience that distinguishes it in the FinTech industry. As a dynamic and rapidly growing startup, Wealth.com has earned recognition as a Great Place to Work for 2024 and is a finalist for Fast Company's Best Workplaces for Innovators. The company fosters a collaborative and innovative culture, making it an enjoyable workplace for its employees.

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