Wealth-Tech Customer Success Lead | Equity
Nevis
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. #J-18808-Ljbffr Nevis
- # Customer Success LeaddscoutRemoteUnited StatesCustomer Support & SuccessPosted... ..., Target, Northface), and tech (Google, Amazon, Facebook,... ...would love for you to join us. Lead Research Advisor, Mid-Market... ...package with a built-in bonus and equity program. • An incredible and...Employment EquityWork experience placementLocal areaRemote workFlexible hoursShift work
$130k - $180k
...Description Please apply here - -customer-success-operations-lead \n \n About Autumn \n \n Autumn... ...the largest seed round in hotel tech history, led by Bessemer. We are building... ...cash compensation plus meaningful equity \n Significant ownership from day...Employment EquityContract workWork at officeImmediate start- ...Customer Success Lead Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is... ...from an accredited institution What we offer: Equity - Everyone at Nitra is an owner. When the company wins, you...Employment EquityWork experience placementWork at officeWork from home
$120k - $200k
...the healthcare technology space. About the Opportunity: The CUSTOMER SUCCESS LEAD role is designed to strengthen strategic client relationships... ...,000, including performance-based compensation. Competitive equity opportunity, subject to company terms. Remote work...Employment EquityRemote work- ...Head Of Customer Success Wealth.com is the industry's leading AI-powered estate and tax planning platform, empowering thousands... ..., Wealth.com is the only tech-led, end-to-end platform that enables... ...upon eligibility. ~ Company equity managed through Carta. ~401k with...Employment EquityTemporary workFlexible hours
- ...PointOne in New York, New York, seeks a founding Customer Success Lead to design and scale its customer success strategy. You'll be creating... ...and expertise in managing B2B relationships. A competitive equity component and comprehensive benefits, including health insurance...Employment Equity
- ...Ketch is seeking a Customer Success Lead to own relationships with 20–25 of our largest strategic customers. You will demonstrate value, drive... ...accounts, and a track record of ROI-led expansions. US-based, with equity and benefits in a fast-growing privacy software company....Employment EquityRemote work
$105k - $169k
...Customer Success Lead, BIM – Remote Come build your career. It takes great people to achieve greatness... ...career paths. Learn: Have access to a wealth of learning resources, including our... ...Decker team means working in an innovative, tech-driven and highly collaborative team...Local areaRemote work- ...A tech-enabled service provider seeks a Customer Success Coordinator to manage customer renewals and enhance satisfaction. The role involves collaborating with Customer Success, Revenue, and Marketing teams to ensure clients receive maximum value. Candidates should have...Remote work
$80 per hour
...data across the advisory tech stack. Our platform... ...financial services and wealth management markets.... ...partner closely with our customer success organization to land... ...SaaS company backed by leading investors. Direct access... ...compensation with equity upside. A culture...Employment EquityLocal area$180k - $215k
...and AI initiatives, and builds trust with customers and partners. Unlike legacy tools that... ...About the Role Ketch is hiring a Customer Success Lead to own relationships with 20 to 25 of... ...-time position is $180,000 - $215,000 + equity + benefits. Our salary ranges are determined...Employment EquityFull timeLive inWork at officeRemote workFlexible hours$150k - $175k
...and AI initiatives, and builds trust with customers and partners. Unlike legacy tools that... ...About the Role Ketch is hiring a Customer Success Lead, Digital & Scaled Programs to build and... ...is $150,000 - $175,000 + bonus + equity + benefits. Our salary ranges are determined...Employment EquityFull timeLive inWork at officeRemote workFlexible hours- ...Customer Success Lead This is not a support function. You will manage enterprise AI deployments across thousands of users at the largest logos... ...Benefits: Base: $100,000 $150,000. OTE: $250,000 $300,000. Equity. Private healthcare. Equinox gym membership. Lunch in office...Employment EquityWork at office
- ...behalf of our client. Establish and run the customer success function from the ground up, acting as... ...success function, and later recruit and lead a team. What We're Looking For 4+... ...Compensation, As The Posting Describes It Equity Retirement plan with employer match...Employment EquityFull timeWork at officeRelocation package
- ...We are looking for a Strategic Customer Success Lead to shape and scale how Bluefish delivers value across Fortune 500 teams. This role is... ...customer success, or strategic partnerships—ideally in SaaS, ad tech, or marketing technology. ~ Proven experience delivering...Immediate start
- ...Customer Success Leader | AI Agent Platform | New York City Salary: $200k-$250K base/ $260k- $340k OTE + equity | Full-time, NYC office-based A fast-growing, venture-backed AI company is hiring its first US post-sales leader in New York. The product is a horizontal...Employment EquityFull timeWork at office
- ...The Customer Insights Lead is responsible for managing and growing client relationships while ensuring the successful delivery of market research projects. This role serves as the primary... ...the Company Getwizer is an innovative tech startup, redefining the market research...Contract workWork at officeRemote work
- ...house. About The Role We’re looking for our first dedicated Customer Success Lead to own the customer experience from Closed Won through successful... ...product roadmap. What we offer Competitive compensation, equity, and comprehensive health benefits starting on day one 401(k...Employment EquityWork at officeFlexible hours
$120k - $150k
...applications and next steps. Our partner is looking for a Customer Success Team Lead (Implementation) based in the United States. Join a fast-growing... ...0,000 USD , depending on experience, skills, and location. Equity Participation: Meaningful equity opportunities to share in...Employment EquityLocal areaRemote workFlexible hours- Lightning AI in New York City is seeking a Customer Success Specialist to lead a customer success motion, helping customers adopt faster, expand with confidence, and renew as the product becomes mission-critical. You will work with others, own outcomes, build durable systems...Employment Equity
- ...CUSTOMER SUCCESS LEAD ABOUT NEBEX Nebex is building institutional-grade market infrastructure for the... ..., Mixpanel). Background in early-stage tech or venture-backed startups scaling from... ...to participate in the company’s equity programs. Employees are also eligible for...Employment EquityContract workFor contractors
- ...excellent seed round and rapid customer adoption, we’re expanding our customer success team to keep up with... ...fast-paced, high-growth tech company — ideally in... ...founding Customer Success Lead, you won’t just support... ...expertise. A competitive equity component will also be...Employment EquityWork at office
- ...challenges. We're looking for someone to own the customer relationship from onboarding through ongoing success. This isn't a "send NPS surveys and hope for the best... ...CPA or EA certification We offer you: Substantial equity Flat organizational structure Competitive salary (...Employment EquityWork at officeRemote workWeekend work
$130k - $170k
We are seeking a Customer Success Lead with 6+ years of experience to lead a small team of CSMs and manage the post‑sale lifecycle for our medical... ...cross‑functional teams and stakeholders. What we offer Equity - Everyone at Nitra is an owner. Competitive Salary - Base...Employment EquityFull timeWork at officeWork from home$100 per hour
...working and deeply committed team from leading tech and accounting companies — Ramp, Meta,... ...huge momentum - join early. As our Customer Success Lead, you’ll own traditional account management... ...Why you’ll thrive here Significant equity ownership in one of the top AI...Employment EquityImmediate startShift work$150k - $170k
...software development platform recently acquired by Wix. As our Customer Success Team Lead, you'll build and lead the team that owns our business... ...productivity ~401K matching, with no vesting period ~ Equity & ESPP ~ We grant RSUs (restricted share units) to all of...Employment EquityFull timeWork at officeFlexible hoursShift work3 days per week$123.2k - $247.8k
...humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And... ...career at the company leading workforce transformation... ...Banking, Insurance, and Wealth & Asset Management. As... ...incentive compensation, equity, and benefits. Salesforce...Employment EquityWork at officeRemote workFlexible hours$70k - $90k
...Sales Executives, Wealth Management TechnologyPosition to fill: Sales... ...range: US $70-90k base + equity.Our client is a growing FinTech... ...be described as follows:Take lead on managing inbound leads and... ...sessions with target clients.Manage customer lifecycle from prospecting to...Employment Equity- ...Duxre is an early-stage commercial real estate tech company building software to help brokers manage their business end to end. We're hiring our first Vice President of Customer Success to lead a Product-Led Growth engine and turn free users into engaged, paying customers...
- ...connect directly with their customers. The Sauce team pools... ...decades of restaurant tech experience, along with... ...delivery system for successful local restaurants and chains... ...CS and support teams. Lead and develop the unified... ...Package, Including Equity Company-Sponsored Insurance...Employment EquityWork at officeLocal areaFlexible hours
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