Chief Customer Experience & Enablement

Wealth.com; New York (NY); On-site; USD 200,000 - 230,000; Full time

Benefits offered by this job

Hybrid work NYC

Medical insurance

Dental insurance

Vision insurance

Life insurance

Parental leave

Equity via Carta

401k with match

Flexible PTO

Free estate planning

Job summary

Wealth.com is seeking a Head of Customer Experience to own the post-sale experience for our advisor partners and their end clients. You will design the operating model, coach the team, and build the technology backbone to scale over the next 18–24 months.

This leadership role focuses on process, people, and systems, with hands-on readiness when needed, and requires delivering a seamless customer lifecycle from onboarding through renewal.

Qualifications

• Proven track record of owning outcomes with measurable impact.
• Demonstrated people leadership with team alignment and growth.
• Experience scaling Customer Success/Onboarding through Series A/B or similar.

Responsibilities

• Define the vision and multi-year CS road map for Support, Onboarding, and Enablement.
• Build a high-performing team with structure, ownership, and accountability.
• Champion AI and automation as a lever for scaling the function.
• Set and own the KPIs that define success for the CS function.

Skills

Strategic leadership

People leadership

AI & automation

KPI ownership

Cross-functional collaboration

Customer success

Data-driven decisions

Stakeholder communication

Tools

Intercom

Job description

Wealth.com is seeking a Head of Customer Experience to own the post-sale experience for our advisor partners and their end clients. You will design the operating model, coach the team, and build the technology backbone to scale over the next 18–24 months.

This leadership role focuses on process, people, and systems, with hands-on readiness when needed, and requires delivering a seamless customer lifecycle from onboarding through renewal.