Client Success Manager (Enterprise, West Coast)

Wealth.com is the industry’s leading estate planning platform. We empower financial advisors to provide a modern, comprehensive estate planning solution to their clients through our unique blend of best-in-class technology, AI and unparalleled human expertise. Beyond having one of the best domain names in fintech, wealth.com is reimagining the industry through innovative technology. Our extremely talented team and strong culture of collaboration is why we’re considered the #1 Estate Planning platform.

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.

Responsibilities:

• Responsible for maintaining and growing relationships with key 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:

• 3-5+ years of proven experience driving SaaS software adoption and expansion with enterprise level accounts. 
• Experience in managing relationships with financial institutions such as Wirehouses, RIAs, Investment Companies, Trust Companies, etc. 
• 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.
• Bachelor's Degree or equivalent years of experience.

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.