Customer Success Manager

About the role

We are looking for a mission-driven Customer Success Manager to help make our customer base fall in love with our products. In this role, you will act as the human interface between our Product team and the community of Registered Investment Advisors (RIAs) that use Nevis every day. You’ll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients. You’ll also be in charge of the feedback loop that brings fresh and non-obvious insights from the field into our offices.

Responsibilities

• Own the relationship with Nevis' actual daily users, from onboarding to power-user award.
• Build processes and tools to monitor and drive engagement with our products.
• Research all the possible ways in which Nevis works and does not work for our customers by observing and talking directly with them. A lot.
• Document and introduce new products and features to customers to ensure they are fully understood and used.
• Collect, structure and deliver insightful product feedback to the most relevant stakeholders within our Product team.
• Provide relevant, granular and timely insights to help our founders and team members prioritize at all levels - from commercial strategy to new product development.

Requirements

You have 4+ years of experience in strategy consulting or in client-facing roles within high-growth tech companies. You have excellent communication skills and exceptional EQ: empathic, thoughtful and to the point. People can’t wait to have a question for you. You are a practical problem-solver. You have a borderline-pathological obsession with productivity - Both personal and professional. Spending time with others and helping them do their best work gives you energy. You love hearing people say “wow” in response to what you have to show them. You are the one telling your friends and family about new tech products and how to use them. You are excited about the Wealth Management industry.

Nice to have

• You are based in the United States and like to travel.
• You have prior experience building tech products.
• You have prior experience in the Wealth Management industry - as a worker, as a client, or both.