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
- ...Verizon, Target, Northface), and tech (Google, Amazon, Facebook, Meta,... ...join us. We are looking for a Lead Research Advisor to join our growing Customer Success department. You will drive and grow... ...with a built-in bonus and equity program. An incredible and progressive...Employment EquityWork experience placementLocal areaRemote workFlexible hoursShift work
$171.2k - $273k
...where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn'... ...life. The Customer Success M&A Lead, Director will be responsible for... ...only and does not include bonus, equity, or benefits. More details about...Employment EquityWork experience placement$120k - $200k
...alone, we 10x'd our revenue and customer base — and we're just getting... ...is backed by $8M from leading investors including Bling Capital... ...our first dedicated Customer Success hire to own relationships with... ...salary ($120‑200K OTE) and meaningful equity #J-18808-Ljbffr...Employment EquityWork at office$140k - $170k
...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- ...’s build the future of customer experience together.... ...The Role The Team Lead will oversee and coordinate both the Customer Success Associate, Migration Focus... ...strongly preferred). ~ Tech-savvy and comfortable in... ...diversity, inclusion, equity, and belonging and these...Employment EquityPermanent employmentFull timeRemote workWork from homeShift work
$380k
...Account Executive (Asset & Wealth Management) Anthropic's mission... ...AI platform to the world's leading asset managers, wealth... ...functional and partner motions with Customer Success, Legal, Partnerships, and... ...and benefits, optional equity donation matching, generous...Employment EquityWork at officeVisa sponsorshipFlexible hours$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$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 salary...Employment EquityFull timeWork at officeWork from home- ...As a Customer Success Lead , you will be responsible for leading and running a sub‑team of Customer Success Managers and /or Associates and leading... ...learning reimbursement opportunities 401K plus matching & equity grants for all new Smartlies Volunteer time off days &...Employment EquityWork at officeRemote workWorldwideFlexible hours
- ...humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And... ...career at the company leading workforce transformation... ...Doing Employ your wealth of sales knowledge, with... ...incentive compensation, equity, and benefits. Salesforce...Employment Equity
$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$125k - $250k
...Compensation $125K – $250K • Offers Equity This range represents our... ...— Prashant Mital, Applied AI Lead, OpenAI About the role Basis is... ...firms in the country. As our customer base grows, so does the long-term... ...building a dedicated Customer Success function to own those...Employment EquityFull timeWork at office- PointOne in New York, New York, seeks a founding Customer Success Lead to design and scale its customer success strategy. You'll be creating systems... ...and expertise in managing B2B relationships. A competitive equity component and comprehensive benefits, including health...Employment Equity
$90k - $100k
...Manager to join its Account Management team. The successful candidate will be responsible for client satisfaction, leading communication, and ensuring timely delivery of... ...100,000, competitive benefits including unlimited PTO and equity options. #J-18808-Ljbffr Zeta GlobalEmployment Equity$120k - $170k
Goblins is seeking a founding Customer Success hire in Williamsburg, Brooklyn. The role involves owning customer retention and expansion, building... .... The compensation range is $120,000-$170,000, offering a base salary, incentives, equity, and benefits. #J-18808-Ljbffr GoblinsEmployment Equity$135k
Coda Search│Staffing is seeking a Customer Operations & Support Specialist for a fast-growing... ...operations function within the Customer Success team, requiring 3-5 years of related... ...compensation of up to $135,000 including equity, full benefits, and the opportunity for infrastructure...Employment Equity- Blockchain.com in New York is seeking a Senior VIP Customer Success Associate to enhance relations with high-value customers. You will resolve complex issues, supervise contractor agents, and ensure seamless service delivery during US hours. This role offers the opportunity...Employment EquityFor contractors
$70k - $110k
...Combinator and serve some of the leading U.S. based executive search firms. Our customers are operators; they make... ...in customer support or success at a SaaS company. You... ...the recruiting or HR tech space (not required,... ...$110K base + meaningful equity, depending on experience...Employment EquityRemote work- ...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
- ...providers can focus on patients, not paperwork. As the Customer AI Strategy & Success Lead - SMB, you’ll own relationships with Arya’s small and mid... ...scales. What We Offer Competitive compensation + equity Health, vision and dental benefits Generous PTO Mission...Employment EquityWork at officeImmediate start
- A tech recruitment organization is seeking a Customer Success Manager to guide nonprofit customers through onboarding and implementation. Responsibilities include managing customer accounts, leading discovery sessions, and providing product training to optimize fundraising...Remote workFlexible hours
- qiibee is seeking a proactive Customer Success & Partner Onboarding Manager to manage B2B customer onboarding and lifecycle within the qiibee... ...operational efficiencies. Competitive benefits, including equity and continuous development funding, are offered in a fast-paced...Employment EquityRemote job
- 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 job
- A social sports prediction platform is seeking a Customer Success Associate to provide exceptional support to users and enhance their experience. The successful candidate will be passionate about sports, possess strong communication skills, and thrive in a fast-paced startup...Full time
- Thomson Reuters is seeking a Senior Customer Success Manager to oversee a strategic book of business across Legal Tracker and HighQ. You will lead the customer success motion, craft CSPs, deliver executive reviews, and partner with Sales and Professional Services to ensure...
- About the Position: We are looking for a Strategic Customer Success Lead to shape and scale how Bluefish delivers value across Fortune 500 teams... ...success, or strategic partnerships—ideally in SaaS, ad tech, or marketing technology. Proven experience delivering value...Immediate start
- Savvy Wealth, Inc. is seeking a Senior Product Marketing Manager to lead the marketing for Savvy Wealth Investment Management (SWIM) and financial products. This role... .... Benefits include a competitive salary, equity package, and a NYC office. #J-18808-Ljbffr Savvy...Employment EquityWork at office
- ...providers can focus on patients, not paperwork. As the Customer AI Strategy & Success Lead - Enterprise, you'll own relationships with Arya's largest... ...language. WHAT WE OFFER Competitive compensation + equity Health, vision and dental benefits Generous PTO Mission...Employment Equity
$260k
...believe the next generation of Customer Success looks fundamentally different... ...at scale. As a CS Programs Lead you’ll think "How could we do... ...and failure modes of tech-touch, pooled, 1:many, and digital... ...compensation and benefits, optional equity donation matching, generous...Employment EquityWork at officeVisa sponsorshipFlexible hours$100k - $160k
DualEntry is seeking an Accounting Customer Success Lead based in New York City. The successful candidate will manage key customer relationships... ...in systems like NetSuite. The role offers significant equity, a base salary of $100,000 - $160,000, and a collaborative on...Employment Equity
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