Client Success Manager
About Us
We are a rapidly growing, dedicated team of financial engineers, mathematicians, software developers and visionaries working together to transform the field of wealth management. We aim to make portfolio management frictionless, enabling every investor to benefit from levels of customization and tax management that were once the exclusive preserve of ultra-high net worth investors. Our automated rebalancing workflow is used to manage over $50 billion, everything from custom-tailored $100 million taxable accounts to $5 robo accounts with fractional shares.
Our wholly owned subsidiary, Smartleaf Asset Management LLC (SAM), is a sub-advisory service that uses our software to make portfolio management frictionless for wealth advisors and their clients.
We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
Position Overview
As Smartleaf’s Client Success Manager, you will play a critical role in supporting our clients’ daily use of the system and empowering them to utilize more of our innovative functionality. You will be a champion for the client base - helping problem-solve system issues, advocating for their needs with cross-functional stakeholders, and understanding how we can help them reach their firm’s goals.
Success in this role will translate to proficient Smartleaf users who are getting real value out of using the system.
Preferred Qualifications
To be considered for this role, we will be looking for the following:
- Experience: 5 years of experience with enterprise SaaS support. Prior experience in Financial Services or FinTech is preferred.
- Skills: You are organized, a great communicator, and apply sound judgement.
- Characteristics: You are self-sufficient and work well independently. You are also personable and relationship-oriented. You are comfortable working with internal and external stakeholders, including executives.
- Trajectory: You are eager to learn and looking for a job with room to grow.
If you think you have what it takes, but don't necessarily meet every single point on this list, please still get in touch. We'd love to have a chat and see if you could be a great fit.
Responsibilities
- Become an expert on the Smartleaf platform and various models of use
- Triage, investigate, and respond to client inquiries
- Contribute to and maintain troubleshooting database
- Provide ad hoc training to client firms
- Help out with vendor risk assessments as needed
- Keep your finger on the pulse of each client relationship
- Uphold Smartleaf’s reputation of being responsive, thorough, and creative when it comes to problem-solving
Core Benefits
- Comprehensive health, dental and vision insurance with 100% of premium and deductible covered for employees and family (copay applies)
- SIMPLE IRA with 3% company match
- Three weeks PTO + NYSE holidays
- Flexible hours
Work Style
If you are remote...
- All team meetings are by video conference
- The team communicates throughout the day via messaging stream (akin to Slack), Google Meet, and Zoom
- At present, some team members have chosen to be in the office a few days a week while the majority are currently remote
If you are local...
- Casual dress code
- Beautiful office space within a 15-minute walk of 4 subway lines and commuter rail
- Office shower for bike commuters
- Fully stocked kitchen with breakfast and lunch options plus the opportunity to dazzle your coworkers with your barista skills
How to Apply
Send your resume (PDF preferred) to future@smartleaf.com. Please include a brief note detailing what interests you in Smartleaf and why you might be a good fit for this role.
Please note: You must have a legal right to work in the United States; Visa sponsorship is not available at this time.