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 Opportunity

As 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 do

• Manage and grow a book of business, owning renewals and expansion
• Onboard new customers with mutual success plans and clear milestones to achieve customer goals and successful rollouts
• Develop deep platform and trust & estate knowledge to drive customer engagement through training and ongoing support
• Partner closely with product and engineering to shape roadmap initiatives with customer insights

Qualities 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 tech
• Familiarity with wealth management or experience working with RIAs, family offices, or trust and estate attorneys ‚Äî deeply curious about building domain knowledge
• Strong project management skills that connect tactical work to strategic outcomes
• The ability to dig into data to find trends and insights that can be translated into customer success
• High agency, proactive, and action-oriented
• REAL ‚Äî Resilient, Empathetic, Accountable, and Low-Ego

Why you’ll love working here

• Represent a leading-edge vertical AI application defining a new product category that will transform an industry
• Work alongside our CEO and co-founders ‚Äî industry and technology leaders with decades of experience
• Join a GTM team that collaborates on strategy, commercial assets, and execution
• Thrive in a fast-paced environment where we’re constantly shipping based on customer learnings
• Join a well-funded, rapidly scaling company backed by $30M+ in total funding
• Have the opportunity to make a massive impact as the company scales ‚Äî and have a ton of fun along the way

Benefits we offer

We believe firmly that happy, healthy employees will do their best work.

• ‚öïÔ∏è 100% employee health insurance coverage (plus 50% dependent coverage)
• üßò ‚ôÄÔ∏è Monthly wellness, commuter, and educational stipends
• Ô∏è 4 weeks PTO
• üõ•Ô∏è 401(k) plan
• Parental leave policy
• NYC office where much of the team works 3+ days a week

Tagged as: Project Management