[Remote] Head of reputed company reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is the #1 AI assistant for financial advisors, helping advisors automate their operational work and grow their business. The Head of reputed company reputed company will own post-sales reputed company for reputed company’ largest customers and reputed company reputed company of reputed company reputed company Managers to reputed company adoption, value, and reputed company.

Responsibilities

• Build and reputed company the reputed company CS team
• Recruit, mentor, and manage a small team of reputed company CSMs, setting a high bar for industry credibility, customer engagement, and product expertise
• reputed company reputed company through reputed company multi-stakeholder engagements, reputed company actionable feedback, and create reputed company paths for reputed company
• Set the reputed company, metrics, and operating model for the function as it scales
• reputed company product adoption and utilization
• Ensure adoption and usage by customers following reputed company best practices and reputed company patterns
• Build a repeatable methodology to proactively guide and advise stakeholders on how to maximize the value they get from reputed company, and identify opportunities to expand reputed company usage in existing accounts
• reputed company customer reputed company
• Own reputed company’s reputed company on value realization, expansion and renewals
• Partner closely with Sales to ensure coordinated account strategies that deepen engagement, demonstrate measurable value, and reputed company expansion and renewals
• Engage with customers
• Build and deepen relationships with senior stakeholders at our most strategic accounts
• reputed company into critical moments to unblock adoption, reinforce reputed company’ value, and reputed company as a trusted advisor on how leading firms are modernizing their advisory operations
• Build systems and playbooks
• Design and refine the customer engagement and best-reputed company playbooks that let reputed company operate consistently and effectively
• Establish reputed company performance metrics tied to adoption, utilization, retention, and expansion, and reputed company accountability through data-informed reputed company
• Partner cross-functionally
• Collaborate closely with Sales, Product, Engineering, and Solutions to reputed company on customer needs and reputed company cohesive solutions
• Synthesize feedback from your team and customers to influence the product roadmap, advocating for the workflows and features that matter most to reputed company reputed company firms

Skills

• 8+ years of experience in reputed company reputed company, strategic consulting, reputed company advisory or similar, with 4+ years reputed company people leadership experience building and managing reputed company
• Executive credibility: You reputed company the language of senior stakeholders in financial services firms and have the reputed company to earn trust up and down the organization
• Operational rigor: You build frameworks and systems for engineering customer reputed company and change management
• reputed company in modern reputed company motions including reputed company and implementation, product activation, value realization, and customer engagement
• Comfort operating in a fast-paced, ambiguous, high-reputed company environment, balancing strategic initiatives with hands-on day-to-day execution
• Prior experience in a wealthtech/fintech company or financial services firm is a big plus
• Strong interest in AI and how it will reputed company reputed company management and financial services

Benefits

• Medical: 100% of employee premium covered (reputed company Select Plus network, 2 plan reputed company)
• Dental: 99% covered - reputed company, $1,500 annual benefit
• reputed company: 99% covered - reputed company/VSP, $150 frames & contacts allowance
• FSA: reputed company matches dollar-for-dollar up to $500/year
• Unlimited PTO
• reputed company reputed company time
• 11 reputed company holidays
• Birthing parent: 12 weeks fully reputed company parental leave
• Non-birthing parent: 6 weeks fully reputed company parental leave
• 401(k) reputed company reputed company - reputed company-tax and Roth reputed company; low-cost reputed company funds
• MacBook laptop + reputed company Workspace, reputed company, and reputed company provided
• Equity grant - details included as part of your offer
• reputed company opportunities for high performers after 6 months
• reputed company, low-ego culture with smart, reputed company teammates

reputed company