Client Success Manager, CSM

🕒 Julho 29

🗽 New York – Remoto

🗽 New York – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🏆 Sucesso do Cliente

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Dispatch

SiteLinkedInTodas as Vagas

11 - 50 funcionários

💼 Consultoria

💸 Finanças

💳 Fintech

Consulting • Finance • Fintech

A Dispatch é uma empresa que oferece soluções para consultores financeiros e fintechs, a fim de otimizar e integrar a gestão de dados de clientes. Sua plataforma permite o cadastro de clientes de forma fácil, sincroniza dados de clientes em tempo real entre diferentes ferramentas e possibilita a abertura de múltiplas contas de maneira digital. A Dispatch foca em criar um fluxo de trabalho simples para consultores, agregadores e fintechs, garantindo uma gestão eficiente dos dados. Eles priorizam a segurança com a certificação SOC2 e utilizam protocolos avançados de criptografia. A abordagem abrangente da Dispatch foi desenvolvida para economizar tempo e reduzir a complexidade da gestão de dados de clientes em diversos conjuntos tecnológicos.

Descrição

• You run implementation projects from kickoff through launch. • You drive usage against the business outcomes each client bought Dispatch to achieve. • You become a trusted advisor by deeply understanding Dispatch, each client’s business, and the workflows they are trying to improve. • You build trust across client teams, from executive sponsors to day-to-day operators. • You keep account plans honest and current: business objectives, adoption hurdles, open risks, stakeholder maps, usage signals, and next steps.

🎯 Requisitos

• 7+ years in client-facing post-sale roles at B2B technology companies, including 5+ years as the primary owner of enterprise client relationships. • Experience owning complex, high-value enterprise accounts, multiple stakeholders, multi-phase implementation cycles, and high expectations. • Experience at an early-stage startup, ideally no later than Series B and no larger than 150 people at the time you joined. • Experience with technical or operationally complex products that move, integrate, or transform data between systems, including API platforms, ETL tools, integration middleware, workflow engines, or internal tooling that syncs data across applications. • Wealth management, wealthtech, asset management, or financial services experience is helpful, but not required and not enough on its own.

🏖️ Benefícios

• Competitive salary and equity options • High-quality benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental). • 401K, HSA & FSA plans • OneMedical, HealthAdvocate, TalkSpace, and Teladoc memberships • Technology stipend • Unlimited PTO • Paid parental leave • Office space in San Francisco and New York for in-person working