Wealth Customer Success Manager

at Feathery

United StatesRemote

Responsibilities

WHAT YOU WILL DO CLIENT IMPLEMENTATION & INTEGRATION SUCCESS - 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

Requirements

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 ABOUT YOU -
Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms - Strong understanding of advisor operations, onboarding, and account opening workflows -
Experience working with workflow automation, integrations, APIs, or data platforms -
Experience supporting regulated industries and compliance-heavy environments -

Benefits

ABOUT FEATHERY Feathery automates data intake workflows for insurance companies.
With rapid revenue growth and expanding enterprise demand, we’re scaling our customer success function to support increasingly complex implementations across the insurance ecosystem.
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 BONUS -
Experience helping build or scale a Customer Success function from scratch - Background in high-growth B2B SaaS companies WHAT WE OFFER - 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 If you’re excited about helping wealth management organizations modernize critical workflows — and want to build the foundation of customer success in a fast-growing

Additional details

Industry leaders rely on Feathery to power mission-critical workflows like underwriting, client onboarding, policy servicing, and automated account openings.

WHY WE’RE HIRING Feathery is rapidly expanding in the wealth management sector.

We support RIAs, broker-dealers, custodians, and fintech platforms in modernizing their client onboarding, advisor transitions, and operational workflows.

As we grow, we are looking for a Client Success Manager (CSM) to partner closely with our wealth management clients to ensure successful platform adoption, seamless integrations, and long-term client satisfaction.

ABOUT THE ROLE You will collaborate directly with advisory firms to help them transform and optimize key operational workflows, including: - Client onboarding and account opening - Advisor transitions and repapering - CRM data mapping and client data management - Compliance and operational processes - Client servicing workflows As CSM, you will serve as the primary partner for new and existing Feathery clients throughout their implementation and ongoing platform usage.

You will guide firms through onboarding, oversee integration with their technology stack, and ensure each client launches successfully and continues to achieve measurable operational improvements.

This role sits at the intersection of client success, implementation, and operational consulting.

You will collaborate closely with Feathery’s product, engineering, and technical teams to ensure client workflows are intelligently designed, integrated, and optimized.

Your success will be measured by client satisfaction, successful integrations, platform adoption, and long-term client retention.

requirements - Provide client feedback to product teams to help shape future platform enhancements CLIENT TRAINING & ENABLEMENT - 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 DOCUMENTATION & PROCESS DEVELOPMENT - Document client workflows, implementation processes, and integration

Wealth Customer Success Manager

Responsibilities

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