Customer Success Lead — AI Wealth Platform for RIAs

Nevis; Denver (CO); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Private medical insurance

Competitive salary and benefits package

Company equity

Job summary

Nevis is hiring a Customer Success Manager to enhance user engagement and product adoption. The role involves direct interaction with Registered Investment Advisors (RIAs) and collaborating with AI engineers to deliver insights for product improvement.

Ideal candidates will have over 4 years in client-facing roles and a passion for technology in the Wealth Management industry. This position promises a dynamic and rewarding work environment driven by innovation.

Qualifications

• 4+ years of experience in strategy consulting or client-facing roles.
• Empathic and thoughtful communication style.
• Passionate about technology and productivity.

Responsibilities

• Own relationships with daily users from onboarding to engagement.
• Build processes to monitor user engagement.
• Gather customer feedback and insights for product improvements.

Skills

Client-facing experience

Excellent communication skills

Problem-solving

Productivity obsession

Job description

Nevis is hiring a Customer Success Manager to enhance user engagement and product adoption. The role involves direct interaction with Registered Investment Advisors (RIAs) and collaborating with AI engineers to deliver insights for product improvement.

Ideal candidates will have over 4 years in client-facing roles and a passion for technology in the Wealth Management industry. This position promises a dynamic and rewarding work environment driven by innovation.