Customer Success Manager at VC-backed wealth tech startup

VC-backed wealth tech startup

As a Customer Success Manager, you will lead partner experience for an innovative wealth tech platform. You will serve as the primary point of contact for existing customers, leveraging AI-driven tools to optimize their journey. Your mission is to drive retention, identify upsell opportunities, and ensure clients maximize the platform's value.

Remote

• Shape the partner experience strategy within a high-growth wealth tech ecosystem.
• Join a well-funded organization backed by top-tier VCs at the intersection of finance and AI.
• Opportunity to work autonomously in a remote-first environment with significant career progression potential.

• Manage a portfolio of existing customers to ensure long-term satisfaction and platform adoption.
• Identify and execute strategic upsell and cross-sell opportunities to drive revenue growth.
• Collaborate with product teams to translate customer feedback into AI-enhanced feature improvements.

• Proven experience in customer success or account management within the wealth tech sector.
• Familiarity with AI technologies and how they apply to financial services workflows.
• Strong commercial acumen with a track record of meeting retention and expansion targets.