Customer Success Manager

We are an AI-native system of action for wealth transfer, connecting clients' assets with generational gifting and philanthropic goals.$90 trillion will pass between generations in the decades ahead, yet more than 70% of high net worth clients report a large gap between the services they expect and what they receive.Our platform solves this by transforming complex estate planning documents into a structured, proprietary data asset that powers agent-driven workflows for tax and wealth transfer services.Our customers are leaders across the private client ecosystem — top wealth managers, national tax advisory practices, and law firms among the AM Law 100. Our proprietary data and workflow positions us to rapidly expand from wealth transfer advice into large, adjacent markets including trust administration and estate distribution.Founded in 2022, we are backed by leading venture capital investors, prominent wealth management firms, and several family offices. The company has raised over $30M in total funding, including a $22M Series A.The OpportunityAs a Customer Success Manager, you play a key role in engaging & expanding our customer base as we continue to rapidly scale.You will partner with our customers to transform their business with our platform, creating loyal champions and managing the end-to-end customer lifecycle, from onboarding & engagement through renewals, upsells, and advocacy.Candidates must be excited by working across multiple layers at customer firms — executives, operations and end users — to drive platform engagement and success. This role offers significant exposure to leadership and rapid growth for ambitious, low-ego individuals.What you'll doManage and grow a book of business, owning renewals and expansionOnboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rolloutsDevelop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing supportPartner closely with product and engineering to shape roadmap initiatives with customer insightsQualities we're excited to see:5-8 years of experience, with at least 3 as a CSM in B2B SaaS and ideally experience in wealth management or wealth techFamiliarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys — deeply curious about building domain knowledgeStrong project management skills that connect tactical work to strategic outcomesThe ability to dig into data to find trends and insights that can be translated into customer successHigh agency, proactive, and action-orientedREAL — Resilient, Empathetic, Accountable, and Low-EgoWhy you’ll love working hereRepresent a leading-edge vertical AI application defining a new product category that will transform an industryWork alongside our CEO and co-founders — industry and technology leaders with decades of experienceJoin a GTM team that collaborates on strategy, commercial assets, and executionThrive in a fast-paced environment where we're constantly shipping based on customer learningsJoin a well-funded, rapidly scaling company backed by $30M+ in total fundingHave the opportunity to make a massive impact as the company scales — and have a ton of fun along the wayBenefits we offerWe believe firmly that happy, healthy employees will do their best work.👩🏻 ⚕️ 100% employee health insurance coverage (plus 50% dependent coverage)🧘🏽 ♀️ Monthly wellness, commuter, and educational stipends🏖️ 4 weeks PTO🛥️ 401(k) plan🍼 Parental leave policy🏢 NYC office where much of the team works 3+ days a week