Nevis Wealth

Customer Success Manager - Remote

Remote - USA

Sponsorship not specifiedDetected 210 days ago

Customer SuccessResearchCommunication

About the role

We are looking for a mission-driven Customer Success Manager to help make our customer base fall in love with our products.
In this role, you will act as the human interface between our Product team and the community of Registered Investment Advisors (RIAs) that use Nevis every day.
You'll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients.

Own the relationship with Nevis' actual daily users, from onboarding to power-user award.
Build processes and tools to monitor and drive engagement with our products.
Collect, structure and deliver insightful product feedback to the most relevant stakeholders within our Product team.
You'll work closely with a hyper-talented team of AI engineers, researchers and designers to help build the next generation of AI-powered solutions for the wealth management industry.

You have 4+ years of experience in strategy consulting or in client-facing roles within high-growth tech companies.
You have excellent communication skills and exceptional EQ: empathic, thoughtful and to the point.
You are a practical problem-solver.
You have a borderline-pathological obsession with productivity - Both personal and professional.
You love hearing people say "wow" in response to what you have to show them.
You are the one telling your friends and family about new tech products and how to use them.
You are excited about the Wealth Management industry.

You are based in the United States and like to travel.
You have prior experience in the Wealth Management industry - as a worker, as a client, or both.
Work alongside a high-calibre founding team backed by some of the best investors in the world.
A fast-paced, high-growth environment with the opportunity to shape how the business operates.

Research all the possible ways in which Nevis works and does not work for our customers by observing and talking directly with them. A lot.
Document and introduce new products and features to customers to ensure they are fully understood and used.

This listing is sourced directly from Nevis Wealth's careers page and normalized into a canonical job model.