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Wealth.com
Wealth.com
51 – 200 Zaposleni
PravoSvetovanjeZavarovanje
Wealth.com builds estate-planning software for financial advisors, attorneys, trust companies, and financial institutions. Its SaaS platform supports the full planning workflow, from generating legal documents and modeling scenarios to creating visual reports and securely storing plans in Vault. The platform’s AI engine, Ester®, helps extract and summarize complex estate plans, while integrations connect planning work with financial systems. Wealth.com serves the wealth management and legal sectors, with tools designed for organizations managing plans for clients across a range of wealth levels.
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Delovna mesta v podjetju

Head of Customer Success

Lead post-sale support and onboarding for Wealth.com’s AI-powered estate and tax-planning platform. Build the team, systems, and customer lifecycle operations as the business grows.

USZdružene države AmerikeNYNew York
200.000 $ – 230.000 $ / leto
HibridnoPolni delovni časVodjaZahtevani Jezik: angleščinaUspeh strankVodja uspeha strank

Opis

  • Lead the post-sale experience for Wealth.com advisors and their clients, overseeing Support and Onboarding.
  • Set the vision and multi-year roadmap for Customer Success across Support, Onboarding, and Enablement.
  • Build, develop, and retain a high-performing Customer Success team.
  • Use AI and automation to expand the function’s capacity.
  • Define Customer Success KPIs and report results to leadership.
  • Create scalable onboarding frameworks, support models, workflows, procedures, tools, and escalation paths.
  • Run the operating cadence and review service volume, recurring themes, and sources of customer friction.
  • Track the customer funnel and ground process decisions in evidence.
  • Coordinate with Sales and Account Management on handoffs, onboarding, renewals, and expansion.
  • Work with Product and Design to turn customer needs into roadmap recommendations.
  • Bring the customer perspective to cross-functional planning.
  • Step in to handle support tickets, calls, or onboarding sessions when needed.

Zahteve

  • Demonstrated success owning outcomes and producing measurable improvements.
  • Experience leading and developing people.
  • Able to work quickly amid ambiguity.
  • Strong executive presence and communication skills, including presenting data and recommendations to leadership.
  • Empathy for the experiences of financial advisors.
  • Experience leading Support or Onboarding through Series A or B and later growth, or experience in an established Customer Success or Experience function with an 18–24 month forward-looking perspective.
  • Fintech experience or work in another regulated, relationship-driven industry is a plus.
  • Experience scaling AI-assisted support, such as Intercom/Fin, is a plus.
  • Experience building enterprise or institutional and SMB onboarding approaches in parallel is a plus.

Ugodnosti

  • Hybrid schedule in New York City, with three office days per week.
  • Medical, dental, and vision insurance options.
  • Basic life insurance fully paid by the company.
  • Short-term and long-term disability insurance.
  • Fully paid parental leave, subject to eligibility.
  • Company equity managed through Carta.
  • 401(k) with a company match and full vesting upon hire.
  • Flexible paid time off.
  • Paid holidays, including time off for your birthday.
  • Complimentary estate planning for life.

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