SMB Client Success Manager - West Coast - Remote

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. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth.

In Short

• Responsible for maintaining and growing relationships with small to medium sized clients.
• Manage and execute activities across multiple accounts throughout their contract lifecycle.
• Assist in the development of Client Success Processes and Procedures.
• Collaborate with clients to execute on goals and KPIs.
• Drive escalation of client issues and coordinate critical resources.
• Facilitate frequent touchpoint meetings and communications with clients.
• Utilize CRM (Salesforce and ChurnZero) to track key account data.
• Display great organization skills and attention to detail.

Requirements

• 1-3+ years of proven experience driving SaaS software adoption.
• Entrepreneurial mindset with a growth attitude.
• Able to build customer rapport and address escalated client issues.
• Strong understanding of value drivers in recurring revenue business models.
• Demonstrated operational excellence in analytical thinking and process improvement.
• Able to map the customer/member journey.
• Flexible and agile in responding to evolving business priorities.
• Able to collaborate across the organization and with external stakeholders.
• Ability to travel if needed.
• Bonus: experience in managing relationships with financial institutions.
• Bachelor's Degree or equivalent years of 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 the day off for your birthday!
• Unlimited PTO.
• Remote work.
• Paid Parental Leave Policy.
• Lifetime access to wealth.com platform.