Senior Customer Success Lead – AI WealthTech (Hybrid, Equity)

Otterbrook; New York (NY); Hybrid; USD 130,000 - 165,000; Full time

Benefits offered by this job

Health coverage

Equity

Flexible PTO

Job summary

Otterbrook is seeking a Customer Success Manager for our AI-Native Wealthtech platform in New York. You will own customer relationships from contract signing to renewal, partnering with wealth advisors and attorneys to drive adoption, value, and account growth.

You will lead platform trainings, run strategic reviews, and build trusted relationships across firms, from executives to day-to-day staff, while shaping the product roadmap with customer insights.

Qualifications

• 3+ years as a Customer Success Manager in B2B SaaS.
• Experience with wealth management firms, RIAs, family offices, or trust professionals.
• Track record of owning renewals and expansion, not just onboarding or support.
• Comfort working with polished, client-facing users who expect high service levels.
• Strong project management skills and the ability to turn data into customer insights.
• High agency and a low ego: resilient, empathetic, accountable and proactive.

Responsibilities

• Own a book of business end to end, including onboarding, adoption, renewals and expansion.
• Partner with Sales on handoff and build mutual success plans with clear first-year goals.
• Lead platform training aligned to each customer's goals, and run regular strategic business reviews.
• Build deep relationships across customer firms, from executives to day-to-day advisors and operations staff.
• Identify expansion opportunities and drive revenue growth across your accounts.
• Bring customer insights back to Product and Engineering to shape the roadmap.
• Develop strong platform and trust and estate knowledge, supporting customers as needed.

Skills

Renewals & expansion

Project management

Client-facing

Data insights

Wealthtech knowledge

Job description

Otterbrook is seeking a Customer Success Manager for our AI-Native Wealthtech platform in New York. You will own customer relationships from contract signing to renewal, partnering with wealth advisors and attorneys to drive adoption, value, and account growth.

You will lead platform trainings, run strategic reviews, and build trusted relationships across firms, from executives to day-to-day staff, while shaping the product roadmap with customer insights.