Teams at Wealth

Manage and grow relationships with SMB clients to drive adoption, engagement, expansion, and retention of the Wealth.com SaaS platform. Lead onboarding, perform business reviews, coordinate escalations, track account activity in CRM, and collaborate cross-functionally to meet renewal and expansion targets.

Manage high-volume inbound leads and outbound prospecting to generate qualified meetings and pipeline. Use CRM and prospecting tools, meet quotas, collaborate with Sales/Marketing/Product, track opportunities, and prioritize a client-first sales experience.

Provide multi-channel support (phone, email, chat) for estate-planning SaaS users: diagnose, resolve, and escalate tickets; maintain knowledge base; improve AI chatbot responses; coordinate escalations and collaborate with Success Team. Use Intercom, Salesforce, ChurnZero, and other tools to track issues and drive customer satisfaction.