Manager, Customer Success (AI)

Location: Denver area, United States; hybrid schedule with 2–3 days in the office

Salary: $130,000–$150,000 base salary per year, plus equity

Company

An AI assistant for financial advisors that helps more than 5,000 firms automate operational work, complete workflows, and grow their businesses.

What you will do

• Build, recruit, mentor, and manage a high-caliber team of Product Success Specialists.
• Own product utilization, activation, and value realization for SMB customers in financial services.
• Design scalable onboarding, education, and customer engagement programs that accelerate time-to-value.
• Monitor adoption metrics, identify configuration and utilization opportunities, and create data-driven playbooks.
• Develop one-to-many solutions and training content based on customer conversation patterns.
• Partner with Product, Sales, Account Management, Implementation, and Marketing to improve onboarding, in-product experiences, and expansion.

Requirements

• 6+ years of experience in customer success, implementation, activation, or a similar field.
• 3+ years of direct people leadership experience building and managing a team.
• Fluency in customer success motions including onboarding, implementation, product activation, value realization, and customer engagement.
• Creative, systematic, and data-driven approach to scaling and automating workstreams.
• Ability to solve problems proactively, identify trends, and standardize best practices.
• Strong interest in AI and its impact on wealth management and financial services.

Nice to have

• Experience in a wealthtech or fintech company or a financial services firm.

Culture & Benefits

• Fast-paced, ambiguous, high-growth startup environment with a collaborative, low-ego culture.
• Medical, dental, and vision coverage, including full employee medical premium coverage.
• Unlimited PTO, paid sick time, and 11 paid holidays.
• Paid parental leave: 12 weeks for birthing parents and 6 weeks for non-birthing parents.
• 401(k) with pre-tax and Roth options, equity grant, company MacBook, and growth opportunities.

Hiring process

• 30-minute recruiter screen.
• Up to four 45-minute to one-hour video or in-office interviews.
• Offer pending background and reference checks; estimated total interview time is approximately four hours.