Customer Success Manager

Who you are

• Experience in partner management, business development, or a related role, ideally in the financial services industry
• Exposure to the tax or accounting industry is a plus, but not required
• A passion for product-centric environments and the ability to work effectively across teams with multiple dependencies
• Analytical thinking with a knack for problem-solving and creating value for partners and end users
• This role is focused on wealth management clients, and experience in this space is a plus
• Strong communication and negotiation skills
• The ability to learn quickly, adapt to a fast-paced environment, and contribute to operational success
• A proactive mindset, with the drive to see projects through to completion

What the job involves

• April is seeking a driven Customer Success Manager - Wealth Management to play a key role in managing our client relationships
• In this position, you'll have a unique opportunity to work directly with our partner (primarily in wealth management) and serve as their main point of contact
• You'll be responsible for onboarding and guiding partners through our innovative implementation process, building strong relationships and aligning with their specific expectations
• This team works closely to ensure their needs are met and to address any challenges, with the goal of ensuring retention
• Manage april’s most critical wealth management partnerships, with a focus on driving the execution of joint initiatives and launching new offerings
• Build a best-in-class partner management model
• Leverage industry knowledge to craft thoughtful partnership and product strategies
• Navigate banks and issuers to execute deals supporting said strategy and help ensure proper execution
• Gather inputs from and coordinate with internal cross-functional stakeholders (tax, product, engineering) on creation and execution of client strategy
• Help find the right stakeholders that can champion april, educating them on our value proposition and executing deals that address their needs and support our strategy
• Leverage significant industry experience to help our internal teams compose our holistic account management strategy

Benefits

• Equitable opportunities for everyone: Own your future. You grow as the company grows - professionally and financially
• Fairness for parents: Don't sacrifice family for career (or vice versa). Our parental leave is top in the field
• Flexible time off: With our unlimited PTO policy you can take time off for vacations, celebrations, or a much needed day of relaxation