Director, Customer Success & Growth

Job Description

We are seeking a highly motivated and customer-obsessed professional to drive revenue growth and manage key relationships with our advisors. The ideal candidate will bring strong account management experience and a solid analytics background, using data-driven insights to optimize campaigns, gather actionable feedback, and ensure excellent service for both new and existing advisors.

• Drive revenue growth through strategic bidding recommendations, budget management, and data-driven decision-making.
• Monitor advisor KPIs, track month-over-month growth, and identify opportunities to unlock incremental spend.
• Optimize supply-demand balance by minimizing unmatched leads and addressing gaps in coverage, geography, investable assets, and services.
• Build and manage strong relationships with new and existing advisors.
• Lead regular advisor meetings and quarterly business reviews to assess performance, align on strategy, and set growth goals.
• Fully onboard advisor partners from contract completion through first campaign spend and ongoing optimization.
• Advise partners on campaign and purchase strategies to maximize ROI and budget efficiency.
• Collaborate cross-functionally with analysts, product, and engineering teams to derive insights, improve performance, and resolve technical issues.
• Oversee advisor-facing operational processes to ensure efficiency, accuracy, and scalability.
• Provide demand-side updates, support quarterly revenue forecasting, and contribute to board-level reporting.
• Train and mentor team members to ensure consistent execution and knowledge transfer.

What You’ll Bring

• 4-5 years of experience in relationship, partnership, or account management / customer success within ad tech, mar-tech, fin-tech, or digital marketing; experience in financial services or wealth management is a plus.
• Proven ability to drive revenue growth through campaign optimization, strategic thinking, and data-driven decision-making.
• Experience onboarding and guiding partners from contract handoff through first campaign spend and ongoing optimization.
• Strong analytical skills with comfort using data to inform campaign strategy and business decisions.
• Excellent written and verbal communication skills, with a personable and relationship-focused approach.
• Highly organized and able to manage multiple partnerships and campaigns while collaborating effectively across teams.
• Consultative with the ability to think strategically and aligning external partner goals with company targets.

Some Traits We Love

• Startup DNA: Thrives in fast-paced environments with shifting priorities and multiple responsibilities.
• Growth & Impact Focus: Excited to build from the ground up and see direct results of your work.
• Cross-Functional Collaboration: Works seamlessly across technical teams, leadership, and direct reports.
• Quality Obsessed: Ensures excellence and accuracy in all communications.
• Data-Driven: Uses metrics to guide decisions and continuously improve performance.
• Industry Passion: Genuinely excited about fintech and wealth management.
• Ai-Forward: Eager to leverage AI solutions for enhanced communication effectiveness.

Why You Will Love Working Here

• Join a fun, collaborative team in our vibrant Kendall Square office, where you'll be surrounded by great startup energy as part of a dynamic incubator alongside other innovative companies.
• We keep the team fueled with fully stocked snacks, coffee, and catered lunches twice a week—because we believe the best ideas happen when people can focus on the work that matters.
• We offer comprehensive benefits including healthcare (medical, vision, and dental), 401(k) with company match, as well as cell phone stipend to keep you connected, PTO and company holidays.