Client Success Manager

Dispatch

Benefits

Unlimited PTO

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About Dispatch:

  • We are building the first wealth tech data orchestration company, syncing client data across financial advisors' tech stacks.
  • We are an experienced team of startup operators with deep roots in tech and advisory, backed by top-tier investors.

What you'll own:

  • Implementation delivery from kickoff through launch, driving accountability and momentum.
  • Adoption and value realization, spotting stalled adoption early and acting before risk turns into renewal problems.
  • Product and business expertise, becoming a trusted advisor by understanding the product and each client's business.

Why work at Dispatch:

  • We are a highly experienced team with a track record of building successfully together.
  • We offer competitive salary, equity, unlimited PTO, and a high-quality benefits package including 100% company-paid insurance for family coverage.
  • We are laser-focused on customers and believe a world-class user experience is critical for success.

Dispatch

We are building the first wealth tech data orchestration company, syncing client data across financial advisors' tech stacks. We are an experienced team of startup operators with deep roots in tech and advisory, backed by top-tier investors.

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