remote Employment

Wealth.com is hiring an Enterprise Client Success Manager

About the Role

Wealth.com is looking for an Enterprise Client Success Manager to own and expand our relationships with enterprise-level clients. You will be responsible for ensuring client satisfaction, driving platform adoption, and strategically managing these key accounts.

What You'll Do

  • Manage a portfolio of enterprise client relationships, acting as their primary point of contact
  • Develop and execute strategies to grow account value and ensure high retention
  • Drive product adoption and engagement by guiding clients through onboarding and ongoing use
  • Proactively identify and resolve client challenges to ensure high satisfaction
  • Collaborate with internal teams to represent client needs and feedback

What We're Looking For

  • Proven experience managing enterprise-level client relationships
  • Strong track record of account growth, retention, and satisfaction
  • Excellent communication, presentation, and problem-solving skills
  • Ability to navigate complex organizations and influence key stakeholders
  • Self-motivated and organized with experience in a remote environment

Work Mode

This is a fully remote position for candidates located within the United States.

Wealth.com is an equal opportunity employer.

Required Skills
client relationship managemententerprise account managementcustomer successSaaScommunicationstakeholder managementonboardingretention strategiesupsellingcross-sellingKPI trackingwealth management industry knowledgefinancial technology
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About company
Wealth.com

Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end platform built specifically for financial institutions, Wealth.com enables firms to drive scale, efficiency, and measurable client impact.

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Job Details
Category other
Posted 7 months ago