Senior Customer Success Manager — Wealth Tech

Abacus; Bend (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

Abacus Wealth Tech in Bend, Oregon, is hiring a Customer Success Manager to own the post-sale relationship with advisors, family offices, and private clients. You will ensure every client derives full value from the Abacus platform—from onboarding through quarterly reviews.

This high-ownership role works cross-functionally with Sales, White Glove, and Engineering to deliver a category-defining client experience and to translate feedback into the product roadmap while maintaining client health

Qualifications

• 3+ years in a customer success, account management, or relationship management role at a B2B SaaS company.
• Experience with financial services, wealth management, or fintech clients is a strong plus.
• Excellent written and verbal communication; you can run a polished client conversation with a CIO and a junior analyst in the same meeting.
• High EQ and strong instincts for when a client is happy, frustrated, or quietly slipping away.
• Comfort with ambiguity — you can build a process where none exists yet.
• Bias toward action and ownership.

Responsibilities

• Own a portfolio of clients and serve as their primary day-to-day point of contact
• Drive product adoption, identify expansion opportunities, and protect against churn
• Conduct quarterly business reviews and surface insights that improve the platform
• Partner with Engineering and Product to translate client feedback into the roadmap
• Coordinate with the White Glove team on complex client requests and reporting cycles
• Develop and maintain customer health metrics and account-level success plans

Skills

Customer success

Account management

Relationship management

Communication

Empathy

Bias toward action

Job description

Abacus Wealth Tech in Bend, Oregon, is hiring a Customer Success Manager to own the post-sale relationship with advisors, family offices, and private clients. You will ensure every client derives full value from the Abacus platform—from onboarding through quarterly reviews.

This high-ownership role works cross-functionally with Sales, White Glove, and Engineering to deliver a category-defining client experience and to translate feedback into the product roadmap while maintaining client health