[Remote] Wealth Customer Success Manager
Note: The job is a remote job and is open to candidates in USA. Feathery automates data intake workflows for insurance companies and is rapidly expanding in the wealth management sector. They are seeking a Client Success Manager to partner closely with wealth management clients to ensure successful platform adoption and seamless integrations.
Responsibilities
- Participate in the end-to-end onboarding and implementation process for new Feathery clients
- Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms
- Manage project timelines, integration milestones, and launch readiness
- Serve as the primary point of contact during implementation and early platform adoption
- Ensure clients launch successfully and are positioned for long-term success
- Function as a trusted advisor to wealth management firms using Feathery
- Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams
- Monitor client engagement and platform usage to ensure adoption and satisfaction
- Proactively identify opportunities to improve client workflows and expand platform usage
- Partner with clients to help them achieve measurable operational improvements
- Work with clients to design and implement efficient workflows for: Client onboarding, Account opening, Advisor transitions and repapering, Compliance and regulatory data collection, Client servicing and operational requests
- Identify opportunities to eliminate manual processes and improve operational efficiency
- Partner with clients to structure and standardize client data within Feathery
- Assist with CRM field mapping and data architecture across platforms
- Ensure data is captured and organized to support scalable workflows
- Coordinate with Feathery’s technical team to support integration and data synchronization
- Collaborate with engineering, product, and technical teams to support client integrations
- Translate client operational needs into clear technical requirements
- Provide client feedback to product teams to help shape future platform enhancements
- Train client operations and advisor teams on how to effectively use Feathery
- Deliver onboarding sessions, workflow walkthroughs, and best practice guidance
- Help clients maximize automation and operational efficiency
- Document client workflows, implementation processes, and integration requirements
- Contribute to Feathery’s growing library of implementation playbooks and best practices
- Help refine scalable implementation and Client success processes as the company grows
Skills
- Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms
- Strong understanding of advisor operations, onboarding, and account opening workflows
- Experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS
- Ability to translate operational workflows into technical solutions
- Effective communication and relationship management skills
- Comfortable working cross-functionally with product and engineering teams
- Experience working with workflow automation, integrations, APIs, or data platforms
- Experience supporting regulated industries and compliance-heavy environments
- Experience helping build or scale a Customer Success function from scratch
- Background in high-growth B2B SaaS companies
Benefits
- Competitive compensation and equity
- HRA health plan
- Unlimited PTO
- Retirement: 401(k) plan
- A supportive, low-ego team that values ownership and growth
- Company offsites to connect and recharge
Company Overview