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Customer Success Manager - Remote

Nevis· Operations
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RemoteFull-timePosted 3mo ago

About the role

Customer Success Manager to act as the human interface between the Product team and Registered Investment Advisors (RIAs) using Nevis, ensuring customers derive maximum value from the platform and feeding field insights back to product.

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

  • 4+ years of experience in strategy consulting or in client-facing roles within high-growth tech companies.
  • Excellent communication skills and exceptional EQ: empathic, thoughtful and to the point.
  • Practical problem-solver.
  • Borderline-pathological obsession with productivity - Both personal and professional.
  • Enjoyment in helping others and delivering impactful demonstrations.

Skills

Required:Relationship managementProduct feedback collectionStakeholder communication

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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