Enterprise Customer Success Manager
Ncontracts
Head of Customer Success
Savvy Wealth
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteSalary
💰 $187,000 - $229,000 per year
Job Level
Lead
Tech Stack
Spring
About the role
- About Savvy: Wealth management is a $545 billion industry in the US, yet remains archaic and inefficient with low technology penetration. Savvy is changing that. We’re building the most advisor-centric platform in wealth management: a digital-first solution that modernizes human financial advice. We’ve raised over $105M to date from Thrive Capital, Index Ventures, Canvas Ventures, Mark Casady (former LPL Financial CEO), and other top-tier investors. Savvy is at a pivotal point in its growth trajectory, having established strong product-market fit in providing a modern platform to financial advisors. The Role: As Head of Customer Success, you will own the experience, satisfaction, and growth of the financial advisors who partner with us. Responsibilities: Lead, mentor, and scale the Advisor Success organization, including Advisor Experience, Advisor Activation, and Client Experience teams. Define and deliver an exceptional advisor experience across onboarding, client transitions, ongoing servicing, and long-term success. Partner cross-functionally with Product, Growth, and Operations to translate advisor needs into product features, process improvements, and new services. Drive advisor satisfaction, retention, and growth through proactive engagement, product enablement, and wallet-share initiatives. Develop and operationalize scalable processes and systems that enhance advisor experience while maintaining efficiency. Establish success metrics and KPIs to track advisor outcomes, team performance, and program effectiveness. Serve as an executive sponsor for advisors, providing direct support for strategic accounts and escalations. Foster a culture of excellence, accountability, and customer obsession across the Advisor Success team.
Requirements
- 10+ years of experience in customer success, account management, or a similar function at a high-growth technology company. Demonstrated success managing large and rapidly scaling teams. Experience designing and delivering white-glove customer experiences. Strong track record of driving product enablement and adoption. Adept at partnering cross-functionally with Product, Growth, and Operations teams. Comfort engaging directly with customers to problem-solve issues and address escalations. Ability to leverage technology and systems to enhance customer experience and drive efficiency. Excellent leadership, communication, and organizational skills; ability to build credibility, inspire and align teams around a vision.
