Director of Customer Success

Job Title: Director of Customer Success
Primary Location: Onsite (2 days per week in the Loop)
Position Type: Direct Hire

Overview

TalentFish is casting a line for a Director of Customer Success. This is a Direct Hire role, onsite, for a fast-growing wealth management technology platform that is scaling through an active acquisition strategy. This position exists to own the post-onboarding success of partner firms on the organization's core technology platform, driving continued adoption, service expansion, and advisor satisfaction after firms go live.

What You Bring to the Role (Ideal Experience)

• 5-10 years in a product, customer success, or platform operations role, ideally at a wealth-focused SaaS or financial services technology company
• Demonstrated track record of driving software adoption and expanding platform usage across a user base
• Comfortable learning how users interact with complex...