Customer Success Manager

American Estate & Trust (AET) is a premier trust company headquartered in Las Vegas, Nevada, dedicated to delivering innovative financial solutions to clients and partners. We hold ourselves to the highest standards of honesty, competence, and compliance, and we use technology to stay ahead in a fast-moving financial landscape. AET maintains required capital reserves and bonding and is regulated and regularly examined by Nevada's Financial Institutions Division (FID), with ongoing review of its principals. We believe that pairing strong regulatory oversight with modern technology drives meaningful innovation for our customers. About the Role The Manager of a Customer Success team is a full-time, in-person role responsible for leading our customer success function and ensuring client businesses get maximum value from AET's trust and financial solutions. You'll own a portfolio of business accounts, guide onboarding and implementation, and keep a close pulse on client satisfaction and retention. Because our business and our clients' needs change constantly, this role calls for someone who can think on their feet, meeting new and unexpected requests with creativity and sound judgment rather than rigid playbooks. You'll partner with internal teams to resolve complex client issues, spot opportunities to deepen product adoption, and manage risk across relationships. Day to day, that means building genuine relationships with clients, digging into usage and performance data, preparing customer health reports, and delivering a white-glove experience where every client feels personally taken care of. You'll also mentor the customer success team and continually raise the bar on the client experience. Responsibilities A genuinely customer-first mindset, with a track record of driving satisfaction and retention. Strong analytical skills, comfortable interpreting customer data, spotting trends, and turning them into action. Account management experience, including juggling multiple client relationships and driving renewals and expansion. Excellent communication skills and a polished, professional presence with clients and colleagues alike. A white-glove, high-touch approach to client relationships, where attentiveness and follow-through are second nature. Adaptability above all: comfort working amid ambiguity and frequent change, staying calm and resourceful when clients ask for something new, and keeping the experience smooth without leaning on rigid process. Ability to prioritize and move quickly in a fast-paced environment without dropping the ball. Proven experience in customer success, client services, or relationship management, ideally in financial services or fintech. Leadership experience mentoring customer-facing teams is a strong plus. Qualifications Bachelor's degree in Business, Finance, Communications, or a related field, or equivalent relevant experience. Familiarity with trust services, compliance frameworks, or regulated financial institutions is a plus. Required Skills A genuinely customer-first mindset, with a track record of driving satisfaction and retention. Strong analytical skills, comfortable interpreting customer data, spotting trends, and turning them into action. Account management experience, including juggling multiple client relationships and driving renewals and expansion. Excellent communication skills and a polished, professional presence with clients and colleagues alike. A white-glove, high-touch approach to client relationships, where attentiveness and follow-through are second nature. Adaptability above all: comfort working amid ambiguity and frequent change, staying calm and resourceful when clients ask for something new, and keeping the experience smooth without leaning on rigid process. Ability to prioritize and move quickly in a fast-paced environment without dropping the ball. Proven experience in customer success, client services, or relationship management, ideally in financial services or fintech. Leadership experience mentoring customer-facing teams is a strong plus. Preferred Skills Familiarity with trust services, compliance frameworks, or regulated financial institutions is a plus. #J-18808-Ljbffr