Senior Client Success Manager — Wealth Tech Platform

Dispatch; New York (NY); Hybrid; USD 130,000 - 180,000; Full time

Benefits offered by this job

Equity options

Insurance premiums for family

401K, HSA & FSA

Health memberships (OneMedical, etc)

Technology stipend

Unlimited PTO

Parental leave

NY/SF office access

Job summary

Dispatch is seeking a Client Success Manager to help our wealth tech clients maximize value from our data orchestration platform. You will own outcomes for a focused book of accounts, from implementation to renewal, driving adoption and high satisfaction across complex wealth management firms and related stakeholders.

In this senior, hands-on role, you’ll collaborate with Product, Engineering, Solutions, Support, and Sales to diagnose where clients are stuck, keep implementations moving, and

Qualifications

• 7+ years in client-facing post-sale roles at B2B technology companies.
• Experience owning enterprise accounts with multiple stakeholders.
• Experience at an early-stage startup (Series B) with 150 employees max.
• Experience with products that move or transform data between systems.

Responsibilities

• Lead implementation projects from kickoff through launch, chair weekly meetings.
• Drive adoption and measure value realization against client outcomes.
• Become trusted product advisor, explain tradeoffs and recommended approaches.
• Build account strategy across executive sponsors to day-to-day users.
• Provide product signals to roadmap, separating recurring friction from one-off asks.

Skills

Client management

Cross-functional collaboration

Project coordination

Relationship building

Education

Bachelor’s degree or equivalent experience

Tools

API/data integration

SaaS platforms

Job description

Dispatch is seeking a Client Success Manager to help our wealth tech clients maximize value from our data orchestration platform. You will own outcomes for a focused book of accounts, from implementation to renewal, driving adoption and high satisfaction across complex wealth management firms and related stakeholders.

In this senior, hands-on role, you’ll collaborate with Product, Engineering, Solutions, Support, and Sales to diagnose where clients are stuck, keep implementations moving, and