Nevis · 1 month ago
Customer Success Manager - Remote
United States
Full-time
Remote
Mid Level
4+ years expNevis is building the world’s first AI wealth management platform and is experiencing rapid growth with significant assets under management. The Customer Success Manager will act as the interface between the product team and Registered Investment Advisors, ensuring they maximize the use of Nevis' offerings while providing valuable insights to the team.
Artificial Intelligence (AI)Business IntelligenceSoftwareWealth Management
Responsibilities
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
Qualification
Required
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
Preferred
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
Benefits
Private medical insurance
Competitive salary and benefits package, including company equity
Company
Nevis
Nevis is the world's first AI-powered platform designed specifically for wealth management.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$40MKey Investors
Sequoia Capital
2025-12-01Series A· $35M
2024-12-01Seed· $5M
Leadership Team
Mark Swan
CEO & Co-Founder
Ivan Chalov
COO & Co-Founder
Company data provided by crunchbase