Jobs at Wealth

Manage day-to-day relationships with institutional clients, overseeing onboarding, deployment, adoption, issue resolution, usage monitoring, QBR preparation, and proactive retention efforts. Coordinate with Product, Engineering, Support, and Compliance teams to resolve issues and improve workflows. Maintain client documentation, identify engagement opportunities, provide trusted-advisor guidance, and contribute to scalable internal processes.

Build and maintain revenue operations automation and integrations across Salesforce and other GTM tools. Own APIs, webhooks, data synchronization, Salesforce administration, AI-assisted workflows, enrichment pipelines, data quality, attribution reporting, and pipeline analytics. The role requires hands-on technical execution, debugging, documentation, and process automation across sales and marketing systems.

Leads the post-sale Customer Success organization across Support, Onboarding, and Enablement. Builds scalable processes, teams, systems, workflows, KPIs, SOPs, and AI-assisted operations for a growing advisor base. Partners with Sales, Account Management, Product, and Design to improve the customer lifecycle, represent customer needs, and reduce churn risk. The role emphasizes strategic leadership, operational excellence, people development, and executive-level communication.

Manage day-to-day relationships with institutional financial clients, leading onboarding, deployment, adoption, issue resolution, workflow coordination, and client reviews. Partner cross-functionally with Product, Engineering, Support, and Compliance teams; monitor platform usage, identify risks, improve engagement, document processes, and provide proactive solutions that strengthen client satisfaction and retention.

Design, build, deploy, and operate scalable backend services for estate planning, tax planning, and AI-driven products. Responsibilities include developing APIs, data pipelines, and enterprise integrations; writing tested TypeScript; making system design decisions; monitoring production systems; participating in code reviews and on-call rotations; and collaborating with product, design, and engineering teams in a fast-paced startup environment.

Own strategic enterprise accounts, driving retention, renewals, expansion, quota attainment, and revenue growth. Build account plans, cultivate executive relationships, lead business reviews, negotiate commercial agreements, manage forecasts and pipeline, identify risks and opportunities, and coordinate internal teams to deliver client value. Serve as a strategic advisor and advocate for major clients while sharing account-management best practices and supporting team development.

Build reusable integrations between Wealth.com and financial custodians, applying systems and security expertise in regulated environments. Support deployments, credential and key rotation, incident response, audits, compliance reviews, and client cutovers. The role requires calm, precise troubleshooting and communication with banking clients during high-stakes production and regulatory events.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.

The Support Team Associate responds to client support issues via phone, email, and chat, diagnosing problems, creating documentation, improving AI support, and maintaining customer satisfaction.

Seeking Applied Scientist to build scalable AI systems for estate planning, focusing on production-grade applications and document understanding using advanced AI models.

Lead product marketing for Wealth.coms enterprise segment, owning positioning, go-to-market strategy, launches, sales enablement, lifecycle email campaigns, competitive analysis, and cross-functional coordination to drive adoption and retention while executing hands-on marketing and leveraging AI tools.

Manage high-volume inbound leads and outbound prospecting to generate qualified meetings and pipeline. Use CRM and prospecting tools, meet quotas, collaborate with Sales/Marketing/Product, track opportunities, and prioritize a client-first sales experience.