Customer Success Manager at VC-backed wealth tech startup

Proven experience in customer success or account management within the wealth tech sector. Familiarity with AI technologies and how they apply to financial services workflows. Strong commercial acumen with a track record of meeting retention and expansion targets.

Manage a portfolio of existing customers to ensure long-term satisfaction and platform adoption. Identify and execute strategic upsell and cross-sell opportunities to drive revenue growth. Collaborate with product teams to translate customer feedback into AI-enhanced feature improvements.