Customer Success Manager

Remote

Full-time

$85k – $100k + bonus

How to apply: Email your résumé (PDF) and a brief cover letter to csm@burksfinancialgroup.com. Use the subject line “Application – Customer Success Manager”.

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Own the post-sale customer journey — from white-glove onboarding to renewals and growth. You will be the primary advocate for a portfolio of HNW and institutional clients, ensuring they maximise the value of our platform and advisory services.

Responsibilities

Lead end-to-end onboarding, hitting time-to-value and adoption KPIs
Conduct quarterly business reviews and surface upsell opportunities
Capture product feedback; liaise with engineering and research teams
Create knowledge-base articles and host client-training webinars
Track usage data, churn signals, and report on client-health metrics
Champion a culture of client empathy across the firm

Requirements

3+ years in customer success, wealth-management operations, or fintech SaaS
Stellar communication & presentation skills with executive audiences
Project-management chops (Asana/Jira) for coordinating cross-functional tasks
Familiarity with investment statements and performance reporting
Experience tracking NPS/CSAT and building health-scoring models
FINRA Series 65 or willingness to obtain within 12 months

Benefits & Perks

Remote work with “keyboard-down Fridays” once a month
Base + bonus tied to client-retention and adoption metrics
401(k) with 4 % match, immediate vesting
Medical, dental, vision, plus $750 annual wellness credit
Paid parental leave (12 weeks primary / 6 weeks secondary)
$2 k learning stipend and conference travel
Volunteer day each quarter with company-sponsored non-profits

Quick Apply

Ready to join our team? Send your cover letter and résumé to get started.

csm@burksfinancialgroup.com

About This Role

Department:

Client Services

Reports To:

Operations Director

Start Date:

Immediate

Questions?

Our HR team is here to help with any questions about this role or our application process.

Contact HR

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