Wealth-Tech Customer Success Lead | Equity

Nevis; New York (NY); 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 seeking a mission-driven Customer Success Manager to enhance user engagement with their AI wealth management platform. You will serve as a vital link between the Product team and Registered Investment Advisors.

Key responsibilities include managing user relationships, collecting feedback, and collaborating with a team to drive product improvements. Ideal candidates have 4+ years of relevant experience and a passion for technology and productivity.

Join Nevis for a chance to help transform the wealth management industry in a fast-paced environment.

Qualifications

• 4+ years of experience in strategy consulting or client-facing roles.
• Excellent communication skills and high emotional intelligence.
• Practical problem-solver with a focus on productivity.

Responsibilities

• Own the relationship with daily users from onboarding to engagement.
• Build processes to monitor and enhance engagement with products.
• Collect and deliver insightful product feedback.

Skills

Client-facing roles experience

Excellent communication skills

Empathy and emotional intelligence

Productivity obsession

Job description

Nevis is seeking a mission-driven Customer Success Manager to enhance user engagement with their AI wealth management platform. You will serve as a vital link between the Product team and Registered Investment Advisors.

Key responsibilities include managing user relationships, collecting feedback, and collaborating with a team to drive product improvements. Ideal candidates have 4+ years of relevant experience and a passion for technology and productivity.

Join Nevis for a chance to help transform the wealth management industry in a fast-paced environment.