Feathery
Wealth Customer Success Manager
United States
Sponsorship not specifiedDetected 83 days ago
CRMAccount ManagementProcess ImprovementCustomer SuccessLeadershipCommunicationCollaborationUnderwriting
About the role
- CRM data mapping and client data management
- You will guide firms through onboarding, oversee integration with their technology stack, and ensure each client launches successfully and continues to achieve measurable operational improvements.
- This role sits at the intersection of client success, implementation, and operational consulting.
Responsibilities
- Manage project timelines, integration milestones, and launch readiness
- Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams
- Partner with clients to help them achieve measurable operational improvements
- Work with clients to design and implement efficient workflows for:
- We're committed to building an inclusive team and provide reasonable accommodations upon request.
- Experience helping build or scale a Customer Success function from scratch
Requirements
- Strong understanding of advisor operations, onboarding, and account opening workflows
Compensation
- Competitive compensation and equity
Benefits
- Competitive compensation and equity
- HRA health plan
- Retirement: 401(k) plan
- If you're excited about helping wealth management organizations modernize critical workflows - and want to build the foundation of customer success in a fast-growing startup - we'd love to meet you.
Apply directly at Feathery →Create a free account for alerts like thisView Feathery immigration profile
This listing is sourced directly from Feathery's careers page and normalized into a canonical job model.