Wealth Customer Success Manager

Feathery automates data intake workflows for insurance companies and is rapidly expanding in the wealth management sector. They are seeking a Client Success Manager to partner closely with wealth management clients to ensure successful platform adoption and seamless integrations.

Responsibilities:

• Participate in the end-to-end onboarding and implementation process for new Feathery clients
• Ensure successful integration of Feathery with client systems including CRMs, custodians, and operational platforms
• Manage project timelines, integration milestones, and launch readiness
• Serve as the primary point of contact during implementation and early platform adoption
• Ensure clients launch successfully and are positioned for long-term success
• Function as a trusted advisor to wealth management firms using Feathery
• Maintain ongoing relationships with key client stakeholders including operations, technology, and leadership teams
• Monitor client engagement and platform usage to ensure adoption and satisfaction
• Proactively identify opportunities to improve client workflows and expand platform usage
• Partner with clients to help them achieve measurable operational improvements
• Work with clients to design and implement efficient workflows for: Client onboarding, Account opening, Advisor transitions and repapering, Compliance and regulatory data collection, Client servicing and operational requests
• Identify opportunities to eliminate manual processes and improve operational efficiency
• Partner with clients to structure and standardize client data within Feathery
• Assist with CRM field mapping and data architecture across platforms
• Ensure data is captured and organized to support scalable workflows
• Coordinate with Feathery’s technical team to support integration and data synchronization
• Collaborate with engineering, product, and technical teams to support client integrations
• Translate client operational needs into clear technical requirements
• Provide client feedback to product teams to help shape future platform enhancements
• Train client operations and advisor teams on how to effectively use Feathery
• Deliver onboarding sessions, workflow walkthroughs, and best practice guidance
• Help clients maximize automation and operational efficiency
• Document client workflows, implementation processes, and integration requirements
• Contribute to Feathery’s growing library of implementation playbooks and best practices
• Help refine scalable implementation and Client success processes as the company grows

Requirements:

• Experience working with RIAs, broker-dealers, custodians, or wealth management technology platforms
• Strong understanding of advisor operations, onboarding, and account opening workflows
• Experience in Customer Success, Implementation, Solutions, or Account Management in B2B SaaS
• Ability to translate operational workflows into technical solutions
• Effective communication and relationship management skills
• Comfortable working cross-functionally with product and engineering teams
• Experience working with workflow automation, integrations, APIs, or data platforms
• Experience supporting regulated industries and compliance-heavy environments
• Experience helping build or scale a Customer Success function from scratch
• Background in high-growth B2B SaaS companies