Enterprise Client Success Manager - Remote

Overview

As an Enterprise Client Success Manager at Wealth.com, you will be responsible for ensuring client satisfaction and driving revenue growth by maintaining and growing relationships with key enterprise-level clients in a B2B2C customer model.

In Short

• Maintain and grow relationships with key enterprise clients.
• Ensure client satisfaction and drive revenue growth.
• Manage activities across multiple accounts throughout their contract lifecycle.
• Assist in developing Client Success Processes and Procedures.
• Collaborate with clients to execute on goals and KPIs.
• Drive escalation of client issues and coordinate resolutions.
• Facilitate frequent touchpoint meetings with clients.
• Utilize CRM tools like Salesforce and ChurnZero.
• Display great organization skills and attention to detail.
• Adapt to working environments and team priorities.

Requirements

• 5+ years of experience in SaaS software adoption and expansion.
• Experience managing relationships with financial institutions.
• Growth mindset and ability to thrive in a startup environment.
• Strong understanding of recurring revenue business models.
• Excellent communication and problem-solving skills.
• Ability to map the customer journey.
• Flexibility in responding to evolving business priorities.
• Ability to collaborate across the organization.
• Willingness to travel if needed.
• Bachelor's Degree or equivalent experience.

Benefits

• Competitive Medical Plan Options.
• Dental and Vision Plan.
• 100% company paid STD/LTD and Basic Life Insurance.
• 401k with employer match and 100% vesting upon hire.
• Stock Options.
• Holidays and a day off for your birthday.
• Unlimited PTO.
• Remote work options.
• Paid Parental Leave Policy.
• Lifetime access to wealth.com platform.