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Wealth Customer Success Manager
FeatheryUnited States
Apply About Feathery
Feathery automates data intake workflows for insurance companies. Industry leaders rely on Feathery to power mission-critical workflows like underwriting, client onboarding, policy servicing, and automated account openings.
With rapid revenue growth and expanding enterprise demand, we’re scaling our customer success function to support increasingly complex implementations across the insurance ecosystem.
Why We’re Hiring
Feathery is rapidly expanding in the wealth management sector. We support RIAs, broker-dealers, custodians, and fintech platforms in modernizing their client onboarding, advisor transitions, and operational workflows.
As we grow, we are looking for a Client Success Manager (CSM) to partner closely with our wealth management clients to ensure successful platform adoption, seamless integrations, and long-term client satisfaction.
About The Role
You will collaborate directly with advisory firms to help them transform and optimize key operational workflows, including:
Client onboarding and account opening
Advisor transitions and repapering
CRM data mapping and client data management
Compliance and operational processes
Client servicing workflows
As CSM, you will serve as the primary partner for new and existing Feathery clients throughout their implementation and ongoing platform usage. You will guide firms through onboarding, oversee integration with their technology stack, and ensure each client launches successfully and continues to achieve measurable operational improvements.
This role sits at the intersection of client success, implementation, and operational consulting. You will collaborate closely with Feathery’s product, engineering, and technical teams to ensure client workflows are intelligently designed, integrated, and optimized.
Your success will be measured by client satisfaction, successful integrations, platform adoption, and long-term client retention.
What You Will Do
Client Implementation & Integration Success
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
Client Success & Relationship Management
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
Workflow & Process Optimization
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
CRM Data Mapping & Client Data Organization
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
Cross-Functional Collaboration
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
Client Training & Enablement
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
Documentation & Process Development
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
About You
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
Bonus
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
What We Offer
Competitive compensation and equity
HRA health plan
Unlimited PTO
Retirement: 401(k) plan
A supportive, low-ego team that values ownership and growth
Company offsites to connect and recharge
If you’re excited about helping wealth management organizations modernize critical workflows — and want to build the foundation of customer success in a fast-growing startup — we’d love to meet you.
Feathery is an equal opportunity employer and does not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other legally protected characteristic. We’re committed to building an inclusive team and provide reasonable accommodations upon request.