Role Summary: The Co-president is looking for a Manager of Customer Success that is eager to deliver a high touch, 10/10 client onboarding experience for family office and fiduciary clients. The Manager of Customer Success will manage a team and be responsible for delivering smooth, friendly and professional client onboarding experiences for some of our largest new clients. In the first year, you will be responsible for upleveling how we transition clients, lead two team members, and partner with Client Partnerships to personally onboard clients in our Private Family Services and Core fiduciary markets. We’re looking for someone who is highly organized, displays strong executive client presence, loves solving problems, is a clear communicator, and can set a strong first impression for our clients before they come on board!

What you will do:

• Lead and deliver large-scale client onboardings in both the Private Family Services and fiduciary markets 

• Partner with the Client Partnerships team to build timelines, project plans, kick-off material to initiate transitions

• Partner with our internal service teams, payroll, HR, and technology team to effectively navigate client onboarding challenges 

• Be a strong people leader, coach, and mentor for our awesome implementation team! 

• Personally deliver highly complex and strategic client onboardings in a high-touch, client friendly manner 

• Set the strategic vision and goals to improve the department (e.g., process improvement, communication templates, onboarding flow) and follow through on delivering on these improvements

What we are looking for:

• Attributes
• Strong executive presence with a love for providing a world-class client service experience
• Proactive problem solver who can present complex topics in simple ways to drive client decisions
• Highly organized and detail-oriented
• Ability to manage multiple projects and priorities concurrently without dropping the ball (i.e., high say-do ratio)
• Leadership mindset with a passion for coaching, mentorship, and leading high performers
• Player coach who isn’t afraid of getting into the details of client onboarding!

Experience

• Has 3 to 6 years of experience in a client-facing role
• Proven track record of delivering high-quality results in a client service environment
• Bachelors degree with a strong GPA alongside significant extracurricular activities

This role is based in California. The California salary range for this position is $90,000-$115,000. Compensation is based on several factors including but not limited to the applicant’s skills, work experience, knowledge, abilities,
education, etc.