Nevis Wealth Logo

Nevis Wealth

Customer Success Manager - Remote

Reposted Yesterday
Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
As a Customer Success Manager at Nevis, you'll enhance client relations, drive product engagement, collect feedback for product development, and support Registered Investment Advisors in using Nevis's AI platform effectively.
The summary above was generated by AI
About Nevis

Nevis is building the world’s first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to have over $100 billion by the end of this year. Nevis is also backed by world leading investors and has raised a total of $40 million from Sequoia Capital, ICONIQ and Ribbit. Together it makes Nevis one of the highest funded and fastest growing Series A startups in Europe.

The Role

We are looking for a mission-driven Customer Success Manager to help make our customer base fall in love with our products. In this role, you will act as the human interface between our Product team and the community of Registered Investment Advisors (RIAs) that use Nevis every day.

You’ll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients.

You’ll also be in charge of the feedback loop that brings fresh and non-obvious insights from the field into our offices. You’ll work closely with a hyper-talented team of AI engineers, researchers and designers to help build the next generation of AI-powered solutions for the wealth management industry.

You’ll thrive here if you are genuinely obsessed with empowering people with elegant, cutting-edge technology and if solving problems for others fast puts a smile on your face at the end of the day.

What You’ll Do
  • Own the relationship with Nevis’ actual daily users, from onboarding to power-user award.

  • Build processes and tools to monitor and drive engagement with our products.

  • Research all the possible ways in which Nevis works and does not work for our customers by observing and talking directly with them. A lot.

  • Document and introduce new products and features to customers to ensure they are fully understood and used.

  • Collect, structure and deliver insightful product feedback to the most relevant stakeholders within our Product team.

  • Provide relevant, granular and timely insights to help our founders and team members prioritize at all levels - from commercial strategy to new product development.

Who You Are
  • You have 4+ years of experience in strategy consulting or in client-facing roles within high-growth tech companies.

  • You have excellent communication skills and exceptional EQ: empathic, thoughtful and to the point. People can’t wait to have a question for you.

  • You are a practical problem-solver.

  • You have a borderline-pathological obsession with productivity - Both personal and professional.

  • Spending time with others and helping them do their best work gives you energy. You love hearing people say “wow” in response to what you have to show them.

  • You are the one telling your friends and family about new tech products and how to use them.

  • You are excited about the Wealth Management industry.

Nice to have
  • You are based in the United States and like to travel.

  • You have prior experience building tech products.

  • You have prior experience in the Wealth Management industry - as a worker, as a client, or both.

Why Join Nevis?
  • Work alongside a high-calibre founding team backed by some of the best investors in the world.

  • A fast-paced, high-growth environment with the opportunity to shape how the business operates.

  • Be part of a mission-driven company transforming the wealth management industry with huge potential for global impact.

  • Private medical insurance.

  • Competitive salary and benefits package, including company equity.

Similar Jobs

11 Days Ago
In-Office or Remote
110K-110K Annually
Senior level
110K-110K Annually
Senior level
Artificial Intelligence • Big Data • Cloud • Software
Manage complex, high-value enterprise accounts to drive adoption, value realization, and retention of Vendavo SaaS pricing and CPQ solutions. Build executive relationships, collaborate with account teams and SMEs, monitor customer health metrics, advocate customer needs for product enhancements, support upsell opportunities, and coordinate cross-functional teams to resolve issues.
Top Skills: AnalyticsCpqDeal Price OptimizerEnterprise Pricing PlatformIntelligent CpqMargin Bridge AnalyzerPricepointProfit AnalyzerRebate And Channel ManagerSaaSSales OptimizerVendavoVendavo Ai
Yesterday
In-Office or Remote
105K-140K Annually
Mid level
105K-140K Annually
Mid level
Artificial Intelligence • Cloud • Information Technology • Marketing Tech • Software
Manage customer lifecycle for Aprimo’s SaaS platform: onboard customers, drive adoption and value realization, conduct business reviews, act as trusted advisor, analyze usage data, deliver high-value advisory engagements, liaise across internal teams, and leverage AI tools to accelerate account work and communications.
Top Skills: Ai Metadata & SearchAprimoDigital Asset Management (Dam)Generative AiMarketing Resource Management (Mrm)
Yesterday
In-Office or Remote
Junior
Junior
Artificial Intelligence • HR Tech • Software
Drive adoption, retention, and growth for a portfolio of 200+ mid-market customers using scalable one-to-many programs, automated workflows, group enablement, and data-driven interventions. Triage escalations, maintain account data in Salesforce, advocate for customers internally, collaborate with sales/product/engineering, and identify expansion opportunities.
Top Skills: Google User EnrollmentMicrosoft Office SuiteSalesforce

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account