Drive the successful adoption of multiple use cases across the organization.
Form strategic relationships with key stakeholders to understand customer’s objectives.
Anticipate client risks and strategize ways to help mitigate churn.
Seismic is a company that provides sales enablement solutions. They help businesses improve sales performance and drive revenue growth. The company seems to have a fast-paced, client-focused, and collaborative culture.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Champion customer success by communicating the platform's value to help customers achieve measurable results and ROI.
Build long-term strategic partnerships as a trusted advisor, providing tailored workflows, best practices, and guidance to meet customer goals.
Drive customer retention, growth, and satisfaction by leading contract renewals, identifying upsell opportunities, and proactively monitoring engagement.
Total Expert is a customer engagement platform built for financial enterprises, unifying data, marketing, sales, and compliance to deliver personalized customer journeys. It is a growing SaaS company trusted by over 200 financial institutions, with a culture that values resilience, resourcefulness, and a fast-paced startup environment.
Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos.
Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor oversight.
Assist Advisors with client meeting prep and follow-up tasks.
Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.
Define and own the company-wide customer success strategy and vision.
Partner closely with Product leadership to create a robust feedback loop.
Lead, mentor, and inspire a team of Customer Success leaders.
Xapo Bank aims to provide economic freedom and wealth protection. They are a fully distributed team of over 150 employees working remotely from 30+ countries and are committed to changing the way things are done.
Support the end‑to-end onboarding of new customers from handoff to go‑live.
Build positive, trusted relationships with customer contacts to ensure every customer is referenceable.
Help customers understand the benefits of front-line risk prevention, fraud reduction and process improvements.
Financial Operations Networks (FON) provides vendor information management solutions, protecting some of the largest companies. They combine the agility of a startup with the stability of an established industry leader, helping senior finance professionals keep their operations ahead of risk and fraud since 2001.
Manage and grow a portfolio of enterprise-scale accounts by building executive-level relationships and delivering tailored strategies.
Proactively problem-solve for clients and lead complex growth opportunities, including expansion into additional products.
Work cross-functionally with Product, Marketing, and Deployment teams to develop customized solutions aligned with client goals.
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs bring consumer financial products to market faster. It is a remote-first company focused on high performance and deep impact within the fast-growing fintech space, emphasizing a clear mission, continuous improvement, and experimentation.
Manage sales and relationships for complex accounts within the RIA and Regional Bank channels.
Serve as a consultant to clients, providing recommendations on T. Rowe Price strategies and solutions.
Promote the distribution of TRPIS/TRPA investment management strategies across multiple solutions.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term. The company fosters a collaborative culture that respects and values differences, employing associates who share a spirit of generosity.
Build strategic, trust-based relationships with key customer stakeholders.
Hire, mentor, and scale a team of Customer Success Managers.
Design and implement scalable operational frameworks and SOPs.
Vanilla is an AI-powered estate advisory platform transforming how wealth is transferred across generations by unifying scenario modeling, client visualization, and document creation. They are a startup distributed across the U.S. with a mix of fully remote and hybrid roles, with a team that embraces flexibility while staying closely connected.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Build relationships and increase the assets of assigned Wealth Management clients.
Work closely with an Internal Wholesaler to implement your territory plan.
Develop and implement marketing plans for assigned clients.
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.
Oversee the relationship and strategic management of significant mid-market accounts.
Drive customer retention and growth within accounts, applying a consultative approach.
Guide clients in leveraging the CX platform for maximum impact, ensuring long-term satisfaction.
SugarAI is redefining CRM for the age of AI, turning fragmented customer and revenue signals into clear, prioritized action. The global team is united by a shared commitment to impact, ownership, and continuous growth, creating an environment where thoughtful ideas move quickly.
Manage a high-volume portfolio of accounts, driving product adoption.
Own renewals — using your product knowledge, data, and playbooks to engage customers.
Collaborate with Sales, Product, and Support to elevate the customer voice.
Calendly's product helps millions of people. It is experiencing exciting product growth and is a great place to learn, grow, and do the best work of your life.
Educate clients on retirement, wealth protection, and financial strategies.
Conduct financial needs analyses and help develop personalized financial game plans.
Build long-term relationships with clients and families.
Traction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding throughout Missouri. They are seeking motivated, entrepreneurial-minded individuals interested in building a career in financial services.
Build and maintain strong relationships with enterprise customers, ensuring successful onboarding and value realization.
Drive product utilization by aligning capabilities with customer goals and delivering strategic reviews.
Own renewals by monitoring customer health metrics, mitigating risks, and maintaining high satisfaction.
Teramind pioneers a predictive, AI-driven approach to safeguarding organizations' people, data, and operations. They are a global leader in user behavior analytics, insider risk management, and workforce intelligence, empowering businesses to transform data into a strategic asset.
Manage, coach, and develop a team of Customer Success Managers responsible for post-sales customer relationships.
Drive adoption and utilization of Onit products and services across the target customer base.
Serve as an escalation point for customer risks, challenges, and complex engagements.
Onit is redefining the future of legal operations through the power of AI by streamlining enterprise legal management, matter management, spend management and contract lifecycle processes. They are a team of innovators using AI at the core to help legal departments become faster, smarter, and more strategic and are looking for bold thinkers and builders who are excited to shape the next chapter of legal tech.
Be the primary point of contact for our customers, attending to day-to-day and 'big picture' problems and opportunities and helping maximize the customer's ROI in Sardine.
Build a thorough understanding of our product, technology, and strategy and be able to message these succinctly to customers.
Translate complex product and technology problems into simple and actionable solutions. Be able to manage the solution process both internally and externally.
Sardine is a leader in fraud prevention and AML compliance. Their platform uses device intelligence, behavior biometrics, machine learning, and AI to stop fraud before it happens. They have hubs in the Bay Area, NYC, Austin, Toronto and São Paulo, and maintain a remote-first work culture.
Build and expand client relationships to achieve customer success and satisfaction.
Develop and execute strategic account plans to achieve valuable outcomes.
Work cross functionally with internal teams to advocate for customers.
PointClickCare is a leading health tech company that helps providers deliver exceptional care. They empower their employees to push boundaries, innovate, and shape the future of healthcare, serving over 30,000 provider organizations.