<div><a href="http://Wealth.com"><span>Wealth.com</span></a><span> is the industry’s leading estate planning platform, empowering financial advisors to offer modern, comprehensive estate planning solutions to their clients. By combining cutting-edge technology, AI, and unmatched human expertise, we deliver a seamless experience that sets us apart. Beyond having one of the most coveted domain names in FinTech, wealth.com is a dynamic, revenue-generating startup experiencing rapid yet sustainable growth. </span></div><div><br /></div><div><span>A key reason behind our position as the #1 estate planning platform is our team. Our people thrive in a collaborative, supportive culture that fosters innovation and makes wealth.com a place where everyone truly enjoys working. Wealth.com is certified as a Great Place to Work for 2024 and named a 2024 finalist for Fast Company</span><span>’s Best Workplaces for Innovators!</span></div><div><br /></div><div><span><b>About the Role</b></span></div><div><br /></div><div><span>We’re looking for a Client Success Manager Lead to champion our Direct and Mid-Market customer segments, driving growth, expansion, and long-term retention. This is a player-coach role: you’ll manage your own book of business while also mentoring a small team of CSMs to deliver high-impact results at scale.</span></div><div><span>You’ll play a critical role in shaping our customer success model as we grow, balancing high-touch strategy with scalable automation to ensure every customer receives value. We’re looking for someone who is both strategic and hands-on, ready to lead by example and help us unlock the full revenue potential of our client base.</span></div><h3>What You’ll Do:</h3><ul><li><b>Manage a Book of Business (Player)</b></li><li>Own a portfolio of customer accounts and build trusted relationships with stakeholders</li><li>Drive onboarding, product adoption, and measurable outcomes throughout the customer lifecycle</li><li>Identify and act on opportunities for account expansion and growth</li><li>Proactively manage retention risk and collaborate cross-functionally to solve challenges</li><li>Partner with Sales on upsell and cross-sell motions, influencing revenue growth directly</li><div><br /></div><li><b>Lead a Team of CSMs (Coach)</b></li><li>Manage and mentor CSMs supporting the Direct and Mid-Market segments</li><li>Enable the team to consistently deliver value and uncover growth opportunities in their books</li><li>Lead weekly 1:1s, pipeline reviews, and engagement planning aligned to KPIs (NRR, health scores, and adoption)</li><li>Model best practices in account strategy, client communication, and expansion execution</li><div><br /></div><li><b>Build for Scale</b></li><li>Refine lifecycle touchpoints and playbooks tailored to each customer segment</li><li>Leverage ChurnZero and other tools to automate engagement and uncover expansion signals</li><li>Build repeatable processes that allow the team to grow revenue without scaling linearly with headcount</li><li>Influence strategy by identifying patterns, surfacing customer feedback, and driving operational improvements</li></ul><h3>What Success Looks Like:</h3><ul><li>Expansion and growth from existing accounts becomes a consistent and measurable output</li><li>Direct and Mid-Market customers are engaged, successful, and renewing</li><li>CSMs are confident and empowered, with clear playbooks and coaching frameworks</li><li>Customer Success is positioned as a growth engine for the business</li></ul><h3>You Might Be a Fit If You Have:</h3><ul><li>4+ years in Customer Success, Account Management, or related SaaS roles</li><li>Experience leading or mentoring a team, formally or informally</li><li>A strong track record of driving customer growth and expansion</li><li>Strategic thinking paired with the ability to build motion</li><li>Ability to connect with clients of all sizes while balancing efficiency and impact</li></ul><h3>Bonus Points For:</h3><ul><li>Experience with ChurnZero, Salesforce, or other CS/revenue tools</li><li>Exposure to fintech, wealth management, or advisor tech platforms</li><li>Passion for building scalable engagement strategies across low- and mid-touch segments</li></ul><h3>Why youll love working for wealth.com:</h3><ul><li>Competitive Salary.</li><li>Fully remote, flexible work environment. We do however meet together in person several times a year.</li><li>Full medical and dental benefits. </li><li>Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged.</li><li>Paid Parental Leave.</li><li>Company equity managed through Carta.</li><li>401k with Match and 100% vesting upon hire.</li><li>Free estate planning!</li></ul><div><span>Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.</span></div>

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