Wealth Customer Success Manager
About the role
Feathery automates data intake workflows for insurance companies. Industry leaders rely on Feathery to power mission-critical workflows like underwriting, client onboarding, policy servicing, and automated account openings. With rapid revenue growth and expanding enterprise demand, we're scaling our customer success function to support increasingly complex implementations across the insurance ecosystem.
Why We’re Hiring
We are rapidly expanding in the wealth management sector, supporting RIAs, broker-dealers, custodians, and fintech platforms in modernizing their client onboarding, advisor transitions, and operational workflows. As we grow, we are looking for a Client Success Manager (CSM) to partner closely with our wealth management clients to ensure successful platform adoption, seamless integrations, and long-term client satisfaction.
About Feathery
Feathery automates data intake workflows for insurance companies. Industry leaders rely on Feathery to power mission-critical workflows like underwriting, client onboarding, policy servicing, and automated account openings. With rapid revenue growth and expanding enterprise demand, we're scaling our customer success function to support increasingly complex implementations across the insurance ecosystem.
What You Will Do
Client Implementation & Integration Success
- Participate in the end-to-end onboarding and implementation process for new Feathery clients
- Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms
- Manage project timelines, integration milestones, and launch readiness
- Serve as the primary point of contact during implementation and early platform adoption
- Ensure clients launch successfully and are positioned for long-term success
Client Success & Relationship Management
- Function as a trusted advisor to wealth management firms using Feathery
- Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams
- Monitor client engagement and platform usage to ensure adoption and satisfaction
- Proactively identify opportunities to improve client workflows and expand platform usage
- Partner with clients to help them achieve measurable operational improvements
Workflow & Process Optimization
- Work with clients to design and implement efficient workflows for:
- Client onboarding
- Account opening
- Advisor transitions and repapering
- Compliance and regulatory data collection
- Client servicing and operational requests
- Identify opportunities to eliminate manual processes and improve operational efficiency
CRM Data Mapping & Client Data Organization
- Partner with clients to structure and standardize client data within Feathery
- Aid in CRM field mapping and data architecture across platforms
- Ensure data is captured and organized to support scalable workflows
- Collaborate with Feathery's technical team to support integration and data synchronization
Cross-Functional Collaboration
- Collaborate with engineering, product, and technical teams to support client integrations
- Translate client operational needs into clear technical requirements
- Provide client feedback to product teams to help shape future platform enhancements
Client Training & Enablement
- Train client operations and advisor teams on how to effectively use Feathery
- Deliver onboarding sessions, workflow walkthroughs, and best practice guidance
- Help clients maximize automation and operational efficiency
Documentation & Process Development
- Document client workflows, implementation processes, and integration requirements
- Contribute to Feathery's growing library of implementation playbooks and best practices
- Help refine scalable implementation and Client success processes as the company grows
About You
Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms
Strong understanding of advisor operations, onboarding, and account opening workflows
Experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS
Ability to translate operational workflows into technical solutions
Effective communication and relationship management skills
Comfortable working cross-functionally with product and engineering teams
What We Offer
Competitive compensation and equity
HRA health plan
Unlimited PTOR
Retail: 401(k) plan
A supportive, low-ego team that values ownership and growth
Company offsites to connect and recharge
Company Culture
We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic. We are committed to building an inclusive team and provide reasonable accommodations upon request.