Client Success Manager

About the Opportunity

The organization is on a mission to redefine financial health by making personalized financial expertise inclusive and accessible to everyone. Through innovative technology and meaningful partnerships with leading companies and financial institutions, the organization empowers individuals with robust digital tools, a comprehensive knowledge center, and access to top financial professionals to confidently navigate life’s financial decisions. The work not only reduces stress and improves productivity but transforms how people think about and manage their money. The organization is pioneering a revolution in how individuals make financial decisions—leveraging technology to create seamless, impactful, and life-changing experiences.

About the Role

The organization is looking for a Client Success Manager to help grow and scale its business. This role is ideal for someone who enjoys streamlining and improving on operational processes, managing key client relationships, working with end users to understand key needs and pain points, and driving exceptional business results. Success in this role requires being customer-focused, scrappy, strategic, data-driven, highly organized, detail-oriented, and willing to dive into challenges of all shapes and sizes.

Key Requirements

• A strong executor, with 2+ years of experience who enjoys getting into the weeds, can work independently, build from scratch, and get things done.
• A generalist who is smart, flexible, and a fast learner.
• Comfortable working in a fast-paced environment that will require managing competing priorities and deadlines, pivoting quickly, and building new processes as the company scales.
• An analytical and structured thinker with strong written and verbal communication skills.
• A clear communicator who is not afraid to speak their mind with strong interpersonal skills.

Key Responsibilities

• Onboarding and Account Management / Customer Success: Managing key customer relationships, serving as the key point of contact for many employer partners and users.
• Customer Support: Leading the customer support function, being at the heart of it all—hearing valuable feedback from customers and end users.
• Build operational tests and processes for the first time. As the organization is still early, this means iterating on existing processes and building new ones.

What You'll Get

• Opportunity to partner directly with the Founding Team of an early-stage company.
• High Impact - Ability to drive real impact and have ownership over your work.
• Flexibility - The organization is a fully remote and distributed company, allowing work from anywhere. However, the ability to work EST or CST hours is preferred.
• Endless Growth - Commitment to professional and personal growth. Opportunity to stretch into areas that interest you and grow with the company as it scales.
• Mission Driven - Witnessing the product of your work—directly improving the financial health of thousands of people through access to high-quality financial expertise.

Benefits & Perks

• Competitive Salary: Offering competitive salaries to employees in a competitive market.
• 401(k) & Employer Match: Providing great retirement savings plans and a match to help meet financial goals.
• Work from Anywhere: A remote-first approach with a home base. Options to work from home or cowork with nearby teammates.
• Health Insurance & Wellness Benefits: Flexible healthcare options, including dental and vision, as well as a healthcare FSA account.
• Equity Compensation: An employee-friendly equity plan with outsized equity compared to larger companies.
• Generous Parental Leave: Recognizing the importance of paid parental leave.
• Unlimited Vacation: Promoting sustainable hustle, not burnout, with unlimited vacation days and plenty of company holidays.
• Unlimited Access to Financial Professionals: Access to financial professionals for personal finance or tax advice.