Client Success Manager (CSM)

Job Overview

About Dispatch We are building the first wealth tech data orchestration company. We sync client data across a financial advisor's tech stack, unlocking the efficiency of a fully-integrated software suite with the choice of tools that best fit their business.

We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem. We’re an experienced team of start-up operators with deep roots in both tech and advisory.

Job Description

You can learn more about us on our website . About the role We’re hiring a Client Success Manager to help Dispatch clients get maximum value from our platform through the best possible experience.

They are complex organizations with multiple stakeholders, high expectations, and workflows that are often manual, time-sensitive, and business-critical. This is a senior, hands-on Client Success role.

Dispatch is a technical product that sits inside our clients’ operating workflows, so this role is highly cross-functional.

Key Responsibilities

• About Dispatch We are building the first wealth tech data orchestration company.
• About the role We’re hiring a Client Success Manager to help Dispatch clients get maximum value from our platform through the best possible experience.
• Done consistently over time, that builds trust, and trust turns clients into advocates for Dispatch.
• You will own that outcome for a focused book of accounts: getting clients implemented, driving adoption, solving problems, and making sure they get what they bought.
• Dispatch’s clients are large wealth management firms, custodians, asset managers, and wealthtech companies.
• You will need to understand each client’s business, build trust across their organization, stay close to the details, and bring enough product and technical fluency to explain Dispatch credibly.
• You will partner closely with Product, Engineering, Product Ops, Solutions, Support, and Sales to diagnose where clients are getting stuck, keep implementations moving, and make sure renewals and expansions have the right account context.
• You will start with a focused book of accounts and grow into a book of 10–20 clients representing $2–3+ million in ARR as we scale.

Required Skills and Qualifications

• We are laser-focused on enabling the best technology experiences for advisors and unlocking the potential of the entire wealth tech software ecosystem.
• We’re an experienced team of start-up operators with deep roots in both tech and advisory.
• About the role We’re hiring a Client Success Manager to help Dispatch clients get maximum value from our platform through the best possible experience.
• Experience & background 7+ years in client-facing post-sale roles at B2B technology companies, including 5+ years as the primary owner of enterprise client relationships.
• Experience owning complex, high-value enterprise accounts, multiple stakeholders, multi-phase implementation cycles, and high expectations.
• Experience at an early-stage startup, ideally no later than Series B and no larger than 150 people at the time you joined.
• Experience with technical or operationally complex products that move, integrate, or transform data between systems, including API platforms, ETL tools, integration middleware, workflow engines, or internal tooling that syncs data across applications.
• Wealth management, wealthtech, asset management, or financial services experience is helpful, but not required and not enough on its own.

Benefits and Perks

• What we offer Competitive salary and equity options High-quality benefits package including 100% company-paid insurance premiums for family coverage (medical, vision, dental).
• 401K, HSA & FSA plans OneMedical, HealthAdvocate, TalkSpace, and Teladoc memberships Technology stipend Unlimited PTO Paid parental leave Office space in San Francisco and New York for in-person working Dispatch provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Work Location and Schedule

This role is listed as Remote USA with location information shown as Remote USA. The employment type is Full Time.

About the Company

Dispatch is the organization connected with this listing. USA Jobs Today displays this opportunity for job discovery only, so applicants should verify company details, application instructions, and eligibility on the official employer website.