SMB Client Success Manager - West Coast

February 18

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Wealth

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Wealth is the leading tech-based estate planning solution designed specifically for financial advisors. The platform provides an end-to-end solution for estate planning, allowing advisors to visualize the entire planning process through intuitive visualizations and insightful suggestions. Wealth combines cutting-edge technology, artificial intelligence, and human expertise to offer personalized and scalable estate planning services. It covers all U. S. jurisdictions and provides secure document storage and management. Wealth also facilitates client relationships by simplifying complex estate planning tasks, ultimately enriching the wealth management industry.

11 - 50 employees

💸 Finance

💳 Fintech

☁️ SaaS

📋 Description

• 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. • A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. • As a Client Success Manager, you will be responsible for helping our clients be successful in achieving the expected outcomes from their Wealth.com solution. • The Success team is the primary point of contact throughout the member lifecycle in a B2B2C customer model. To achieve business goals, the team must focus both on building strong relationships with our business members and on driving high adoption, engagement, expansion and retention.

🎯 Requirements

• 1-3+ years of proven experience driving SaaS software adoption and expansion with enterprise level accounts. • Entrepreneur at heart with a growth mindset who thrives in a fast-paced, flexible, startup environment; demonstrated ability to adapt and lead in a high growth environment. • Able to build customer rapport and maintain a friendly, thoughtful atmosphere with customers at all times. Willing and able to address escalated client issues with speed and urgency. • Strong understanding of value drivers in recurring revenue business models. • Demonstrated operational excellence in analytical thinking, process development and improvement, problem solving, communication, delegation and planning. • Demonstrated ability to map the customer/member journey–including the benefits and drawbacks customers face on each step of the journey. • Able to be flexible and agile in responding to evolving business priorities and dealing with ambiguity. • Able to collaborate across the organization and with external stakeholders. • Able to learn new technologies and communicate those concepts to customers with varying degrees of technical expertise. • Ability to travel if needed. • Bonus: experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc. • Bachelor's Degree or equivalent years of experience.

🏖️ Benefits

• Competitive Medical Plan Options for employees, spouse, family and domestic partners • 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