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Customer Success Manager

Nevis· Operations
Apply on company site
New YorkFull-timePosted 3mo ago

About the role

Customer Success Manager to act as the human interface between the product team and RIAs using Nevis, driving engagement, collecting feedback, and helping users maximize value from the AI-powered wealth management platform.

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.
  • 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.

Qualifications

  • 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.
  • 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 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.

Skills

Required:Relationship managementProduct feedback & communicationUser onboarding
Nice to have:Data collection & analysis

Benefits

  • Private medical insurance
  • Competitive salary and benefits package, including company equity.
Last updated Jul 15, 2026. Interested? Apply on the company site.

About Nevis

Nevis - The AI platform for wealth management

AI that helps financial advisors grow and spend more time with clients

AIWealth managementfinancial advisorsheadline-ai-europe-100-2026system-builderswealth management AI
Company profileWebsite

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