Director of Customer Success, Wealth Tech Growth
Gulf Coast Automation Group
TalentFish is hiring a Director of Customer Success onsite in Chicago (Loop area 2 days/week). This role leads post-onboarding success for partner firms on our wealth-management tech platform, driving adoption, service expansion, and advisor satisfaction after go-live. The ideal candidate has 5–10 years in customer success or platform operations within wealth-focused SaaS, with a proven track record of expanding platform usage and delivering business value. #J-18808-Ljbffr Gulf Coast Automation Group
$170k - $255k
...Banking, Capital Markets and Wealth/Asset Management. This Client... ...Leadership: * Drive account growth by developing annual account... ...with clients to bring powerful customer experiences, innovative ways... ...across the Global 1000, many successful enterprise and mid-market companies...SuggestedTemporary workLocal area- KatRisk is seeking a Head of Customer Success to own and scale our client success function. This hands-on, client-facing leadership role drives satisfaction, retention, and growth across a portfolio of enterprise clients in the data analytics space. You'll partner with...SuggestedRemote job
$85k - $95k
...be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset... ...Company honor, we’re a thriving growth‑stage company serving top firms like John... ...Schwab. The Position: We are seeking a Customer Success Manager to partner with leading wealth...SuggestedFull timeSummer workWork at officeLocal areaRemote workFlexible hours- ...Customer Success Manager Salesforce is the #1 AI CRM, where humans with... ...Here, ambition meets action. Tech meets trust. And innovation isn... ...banks, insurance companies, wealth management firms, and fintech... ...activities, approaches obstacles as growth opportunities, and seeks...SuggestedWork at officeLocal areaFlexible hours3 days per week
- ...Job Description Job Description Job Title: Director of Customer Success Primary Location: Onsite (2 days per week in the Loop) Position... ...Success. This is a Direct Hire role, onsite, for a fast-growing wealth management technology platform that is scaling through an...SuggestedVisa sponsorship2 days per week
$225k - $275k
...flexibility for meaningful work-life balance. Being a Senior Director, Customer Success at iManage Means… You will lead our Americas team... ...opportunities; translating data insights into proactive mitigation and growth strategies that demonstrably reduce churn and increase net...Full timeWork at officeLocal areaWorldwideFlexible hours- Jorie AI is seeking a Client Success Director to own strategic relationships for healthcare clients after implementation. You will drive client satisfaction, retention, growth, and adoption of Revenue Cycle Management and AI-powered solutions, partnering with healthcare...Remote job
$69k - $96k
...is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword it's... ...Salesforce. The Experience Our Small Business and Growth Business sales team is part of Salesforce's...- ...seeking an ambitious, results-driven Director of Customer Success to lead our post-sales strategy, build... ...Drive Retention & Revenue Growth: Own key metrics including Net Revenue... ...term partnerships. Leverage Modern CS Tech & Data: Implement CS platforms, automated...Full timeWork at office
- ...in Tampa, FL This established Private Wealth Management practice delivers sophisticated... ...scalable systems that support both growth and service excellence. Core Responsibilities... ...delivery standards ~ Demonstrated success improving operational processes and driving...Private practiceWork from homeHome office
- ...Director of Customer Success Continuum · Chicago (West Loop) · Hybrid (2 days/week onsite) Reports to: CEO · Leads: 2 Technical Account Managers... ...resolution without waiting to be asked. • Renewals and growth. Continuum has 133% NRR – we expect this role to expand...Shift work2 days per week
$110k - $215k
Bank of America is seeking a qualified professional to manage and expand client relationships in Chicago. This role involves identifying financial opportunities and providing advisory services to high-net-worth clients. Applicants should have a minimum of 7 years of experience...$99k - $109.5k
...brighter way forward. About the RoleOur Customer Success Manager, Scaled & Digital plays a unique... ...willingness to continuously learn is a must. CRE Tech Knowledge (nice to have): Familiarity... ...that support personal well-being and growth:JLL recognizes the impact that the...Full timeLocal areaRemote work- ...business development and client satisfaction by leading and coordinating activities, initiatives, and programs that promote the Company’s growth and ensure client satisfaction and retention. Maintains and manages ongoing relationships with the Company’s existing clients,...
- Digital Third Coast is seeking a Director of Growth & Client Success to own two critical growth levers: winning new business and growing and retaining existing clients. The role sits at the intersection of sales, strategy, and client leadership, requiring strong relationship...Remote jobShift work
- Insight Enterprises, Inc. is seeking a Jr. Client Solutions Director in Chicago, IL, to establish Insight as a comprehensive solution provider... ...role involves collaboration with pre-sales experts and taking growth initiatives. The company offers flexible work arrangements and...Remote jobFlexible hours
$120k - $160k
...Role: Client Partner - Tech, Telecom & Media Team:... ...Philadelphia given the customer requirements of this role... ...role in driving Knit’s growth in the Tech, Telecom &... ...closely with Customer Success, Research, and Product... ...Insights Officers, VP, director-level and above) Experience...Work at officeRemote workFlexible hours$136k - $185k
...unique, personalized customer experiences across platforms... ..., creating space for growth, understanding and... ...dentsu.As the Senior Director, Customer Lifecycle... ...an Insurance/Wealth Management client in... ...Entertainment, B2B, High Tech) To be successful in this role you’ll have...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week- ...than lead projects—you’ll shape client strategies and drive growth. As a team leader, you’ll set the vision for how brands understand... ...and Experience ~6+ years of experience in market research, customer success, or client-facing roles ~ Proven ability to manage complex...Full timeWork at office2 days per week3 days per week
- ...strategy, manage multi-year partnerships, and own the long-term growth vision. You will lead executive-level pitches, navigate... ...cycles, and collaborate with Consulting, Dig One Growth, and Customer Success to maximize value and outcomes for clients. #J-18808-Ljbffr...
- Knit is seeking a Client Partner for Tech, Telecom & Media to drive growth by managing and expanding our largest enterprise partnerships and forging... ...relationship management with commercial ownership, collaborating with Customer Success, Research, and #J-18808-Ljbffr KnitRemote job
- A leading fintech company in Chicago is seeking a Customer Success Manager to enhance client engagement and drive product adoption among wealth management firms. The ideal candidate will have a strong background in financial services with exceptional relationship management...Flexible hours
$99.5k - $214.4k
...where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn'... ...will be pivotal in driving revenue growth and encouraging enduring client... ...Be Doing Employ your wealth of sales knowledge, with new technologies...$123.2k - $247.8k
...where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn'... ...including Banking, Insurance, and Wealth & Asset Management. As an... ...whitespace prospecting, driving growth within assigned accounts Required...Work at officeRemote workFlexible hours- Customer Success Manager enosix is a fast-growing B2B SaaS company that has solved one of enterprise... ...manufacturing, distribution, and high-tech companies, giving their sales and... ...satisfaction, product adoption, and revenue growth. Customer Relationship Management Build...Contract work
$100k - $120k
...Customer Success Manager Ready to Help Shape the Future of Legal Tech? At Litera, we don't just build software, we transform how the world's top law firms operate... ...challenges that matter. Real opportunity for growth. Expand your impact through meaningful stretch...Work at officeWorldwide3 days per week- Stripe is seeking a motivated Customer Success Manager to manage a book of enterprise customers and drive retention, renewal, and growth. You will deliver proactive workshops, business reviews, and payments insights while collaborating with sales, TAMs, and operations...
- ...Customer Success Manager (CSM) Salesforce is the #1 AI CRM, where humans with agents drive customer... ...together. Here, ambition meets action. Tech meets trust. And innovation isn't a... ...learning activities, approach obstacles as growth opportunities, and seek experienced...Work at officeLocal areaFlexible hours3 days per week
- ...assets, aligned with client objectives. You will manage investment relationships while driving retention and portfolio growth within Private Wealth Management, ensuring high service levels and strategic engagement with clients. With extensive investment experience, you...
- ...sensor technology company is hiring a Senior Key Account Manager in Chicago to drive growth in the medical market. This full-time role involves developing partnerships with key customers, managing strategic accounts, and collaborating with various teams to optimize...Full time
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