Client Success Manager Lead

Wealth.com 🥇🎉💰

Remote regions

US

Salary range

$130,000–$150,000/year

Benefits

Unlimited PTO

Job Description

Champion Direct and Mid-Market customer segments, driving growth, expansion, and long-term retention in a player-coach role, managing your book and mentoring CSMs. This will help deliver high-impact results at scale, shaping our customer success model. You'll manage accounts and drive onboarding, adoption, and outcomes through the customer lifecycle. Opportunities for expansioni and growth, proactively managing retention risk, is key. Partnering with Sales on upsell and cross-sell motions. Enable the team to deliver value and uncover growth opportunities leading weekly reviews and engagement planning. Refine lifecycle touchpoints, leverage tools to automate engagement, surface feedback, and drive improvements.

About Wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients.

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