2 дня назад
Manager, Product Success (AI)
130 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Manager, Product Success (AI): Building and leading a Product Advisors team that drives SMB customer activation, product utilization, and value realization for an AI assistant used by financial advisors with an accent on scalable customer success programs, adoption playbooks, and cross-functional enablement. Focus on recruiting and developing the team, identifying adoption trends through data, designing one-to-many education solutions, and improving onboarding and in-product experiences.
Location: Denver area, hybrid schedule with 2–3 days in the office
Salary: $130,000–$150,000 base salary annually plus equity
Company
provides an AI assistant for financial advisors that automates operational work and helps more than 5,000 firms turn client conversations into completed work.
What you will do
- Recruit, mentor, and manage a high-caliber team of Product Advisors.
- Drive product utilization, initial activation, and value realization for SMB customers.
- Track adoption metrics and develop data-driven customer engagement strategies and playbooks.
- Build scalable programs for onboarding, product education, configuration improvement, and deeper adoption.
- Partner with Sales, Account Management, Product, Marketing, and Implementation on expansion, UX, onboarding, and training initiatives.
Requirements
- 6+ years of experience in scale customer success, implementation, activation, or a similar function.
- 3+ years of direct people leadership experience building and managing a team.
- Experience with onboarding, implementation, product activation, value realization, and customer engagement.
- Creative, systematic, proactive, and data-driven approach to identifying trends and scaling workstreams.
- Comfort operating in a fast-paced, ambiguous, high-growth environment.
- Strong interest in AI and its impact on wealth management and financial services.
Nice to have
- Experience in a wealthtech or fintech company, or in a financial services firm.
Culture & Benefits
- Collaborative, low-ego culture with smart and kind teammates.
- Medical coverage with 100% of the employee premium covered; dental and vision coverage are also provided.
- Unlimited PTO, paid sick time, and 11 paid holidays.
- Fully paid parental leave of 12 weeks for birthing parents and 6 weeks for non-birthing parents.
- 401(k) with pre-tax and Roth options, laptop, workplace software, and equity grant.
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.
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