Client Success Manager, CSM

This is a fully remote position, open to applicants in New York.

📋 Description

• You lead implementation projects from the initial kickoff to the final launch.

• You drive the usage towards achieving the business outcomes each client intends to realize with Dispatch.

• You establish yourself as a trusted advisor by gaining a comprehensive understanding of Dispatch, the unique business of each client, and the workflows they aim to enhance.

• You cultivate trust across client teams, ranging from executive sponsors to everyday operators.

• You maintain accurate and up-to-date account plans that encompass business objectives, adoption challenges, open risks, stakeholder maps, usage indicators, and next steps.

⛳️ Requirements

• A minimum of 7 years in client-facing roles post-sale within B2B technology firms, including at least 5 years as the primary contact for enterprise client relationships.

• Proven experience managing complex, high-value enterprise accounts involving multiple stakeholders, extensive implementation cycles, and elevated expectations.

• Background in an early-stage startup, preferably having joined no later than Series B and with a team size of no more than 150 people at the time of your entry.

• Familiarity with technical or operationally intricate products that facilitate the movement, integration, or transformation of data across systems, including API platforms, ETL tools, integration middleware, workflow engines, or internal tools that synchronize data across applications.

• Experience in wealth management, wealthtech, asset management, or financial services is advantageous but not mandatory and does not suffice on its own.

🏝️ Benefits

• Competitive salary and equity options.

• Comprehensive benefits package featuring 100% company-funded insurance premiums for family coverage (medical, vision, dental).

• 401K, HSA & FSA plans.

• Memberships for OneMedical, HealthAdvocate, TalkSpace, and Teladoc.

• Technology stipend.

• Unlimited paid time off (PTO).

• Paid parental leave.

• Office locations in San Francisco and New York for in-person work.