SMB Client Success Manager - Remote

Overview

The SMB Client Success Manager at Wealth.com is responsible for ensuring client satisfaction and driving revenue growth by maintaining and expanding relationships with small to medium-sized clients in the estate planning sector.

In Short

• Maintain and grow relationships with small to medium-sized clients.
• Ensure client satisfaction and drive revenue growth.
• Manage activities across multiple accounts throughout their contract lifecycle.
• Develop Client Success Processes and Procedures.
• Collaborate with clients to execute on goals and KPIs.
• Drive escalation of client issues and coordinate resolutions.
• Facilitate frequent communications with clients.
• Utilize CRM tools to track account data and activities.
• Display strong organizational skills and attention to detail.

Requirements

• 1-3+ years of experience in SaaS software adoption with enterprise accounts.
• Entrepreneurial mindset with a growth orientation.
• Strong customer rapport-building skills.
• Understanding of value drivers in recurring revenue models.
• Operational excellence in analytical thinking and problem-solving.
• Ability to map the customer journey.
• Flexibility in responding to evolving business priorities.
• Collaboration skills across organizations.
• Willingness to travel if needed.
• Bonus: experience with financial institutions.
• 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 opportunities.
• Paid Parental Leave Policy.
• Lifetime access to Wealth.com platform.