[Hiring] Wealth Customer Success Manager @Feathery

Role Description

As a Client Success Manager (CSM) at Feathery, 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

You will serve as the primary partner for new and existing Feathery clients throughout their implementation and ongoing platform usage. 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

Qualifications

• 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

Benefits

• 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