Teams 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.