customer support
Posted Apr 30Wealth 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