Tech Stack

Description

You will own and grow relationships with mid-enterprise and large investment firms, guiding them from onboarding to long-term maturity. Your role focuses on driving product adoption, identifying expansion opportunities, and partnering with Sales, Product, and Support to align client goals with platform capabilities.

Requirements

• 8+ years in Customer Success, SaaS account management, or similar client-facing roles
• Strong understanding of financial markets and institutional/HNW investment lifecycle
• Experience with AI tools (ChatGPT, Glean, Claude Code) and platforms (Salesforce, Pendo)
• Ability to partner cross-functionally with Sales, Product, and Support
• Work authorized in the United States without employer sponsorship

Responsibilities

• Build trusted relationships with investment and wealth management clients
• Guide customers through onboarding and implementation readiness
• Develop and execute strategic account plans
• Drive product adoption through training and enablement sessions
• Manage renewals and retention strategies