Chief Customer Experience & Onboarding Leader
Wealth.com
A complete application in a minute
Tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
Wealth.com is seeking a Head of Customer Experience to own the post-sale experience for advisors and their clients. You will unify and scale a single CX function, designing the operating model, coaching the team, and building the technology backbone to support rapid growth.
Lead a high-performing team, champion AI-enabled automation, and set KPIs to guide decision-making. You’ll partner with Sales, Onboarding, and Product to ensure a seamless customer lifecycle and continual improvement.
Qualifications
- Demonstrated people leadership with measurable outcomes.
- Experience leading Support and/or Onboarding through growth stages.
- Ability to operate with ambiguity and speed in a scale-up environment.
- Empathy for financial professionals and their clients.
Responsibilities
- Own post-sale experience including Support and Onboarding.
- Define multi-year roadmap for Customer Success.
- Build scalable onboarding frameworks and workflows.
- Establish SOPs, tooling, and escalation paths for scale.
- Partner with Sales, Product, and Design to align customer outcomes.
Skills
Tools
Job description
Wealth.com is seeking a Head of Customer Experience to own the post-sale experience for advisors and their clients. You will unify and scale a single CX function, designing the operating model, coaching the team, and building the technology backbone to support rapid growth.
Lead a high-performing team, champion AI-enabled automation, and set KPIs to guide decision-making. You’ll partner with Sales, Onboarding, and Product to ensure a seamless customer lifecycle and continual improvement.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
