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.
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. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company’s Best Workplaces for Innovators!
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.
Your Responsibilities:
- Responsible for maintaining and growing relationships with small to medium sized clients. This role is crucial in ensuring client satisfaction, driving revenue growth, and identifying opportunities for expansion and cross-selling.
- Ability to manage and execute relevant activities across multiple accounts throughout their contract lifecycle resulting in achievement of renewal targets within assigned customers
- Activities above include but are not limited to productive hand-offs from sales, successful onboardings, effective adoption motions, periodic business reviews with customer stakeholders, expansion and renewal motions.
- Assist in the development of Client Success Processes and Procedures while engaging across departments with (Marketing, Sales, and Product) to increase member advocacy
- Collaborate with client to execute on goals and KPIs
- Drive escalation of client issues, coordinate critical resources in the escalation process, and assist with partner issues through resolution
- Facilitate frequent touchpoint meetings and communications with clients.
- Communicate effectively, adapt to working environments and team priorities. Collaborate with multiple divisions and functions to coordinate the timeline of events and activities. Utilize CRM (Salesforce and ChurnZero) to keep track of key account data, activities, opportunities, and relevant notes.
- Display great organization skills and great attention to detail.
Qualifications:
- 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.
Why You'll Love Working Here:
- 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
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.
Top Skills
What We Do
Wealth is the first comprehensive estate planning platform that provides a holistic view of all your assets, visualized and securely stored in one place. With robust asset aggregation technology, sophisticated APIs and bank-level encryption, our platform makes estate planning easy and accessible.
