Enterprise Field CSM (Client Success Manager)

We're looking for the following:

• A strong executor who enjoys getting into the weeds, can work independently, build from scratch and get things done.
• You take the time to understand each client’s unique goals and long-term objectives, and adapt your approach to help them succeed — leading to stronger relationships and measurable outcomes.
• You’re a hands-on partner in the day-to-day — solving problems, fielding feedback, and ensuring our product fits seamlessly into client workflows.
• A clear communicator with strong interpersonal instincts — unafraid to speak your mind and build trust across both internal and external stakeholders.
• You have a track record of using data and strategic thinking to drive results in client-facing roles like account management, customer success, consulting, or business operations.
• You have 3+ years of experience in client-facing roles such as account management, customer success, consulting, or business operations — with a strong track record of using data and strategic thinking to drive results.

What you'll work on:

• Support expansion within enterprise accounts by onboarding new clients and ensuring a seamless, high-quality experience at every stage. You'll play a role in setting up accounts for success, guiding adoption, and helping our enterprise partners deliver value to their end clients.
• Act as a trusted day-to-day contact, helping clients navigate questions, share feedback, and get the most out of the product.
• Use data and insights to spot trends, identify opportunities, and support account growth strategies.
• Join client conversations to reinforce value, align on priorities, and help drive progress across key initiatives.
• Contribute to the evolution of our internal tools and processes, helping lay the groundwork for scalable enterprise account management.
• Travel up to 70% for client visits and events. 

What you'll get:

• Opportunity to partner directly with the Founding Team of an early stage company
• Strategic Exposure to Enterprise Accounts - Gain front-line experience with our most critical enterprise clients. In this role, you’ll work closely with senior stakeholders, supporting relationship growth, identifying expansion opportunities, and contributing to long-term client success. 
• Cross-functional collaboration - Partner with product, operations, CRM etc to influence roadmap decisions, surface client insights, and deliver a cohesive customer experience.
• Flexibility - We are a fully remote and distributed company. This means you can work from wherever you want! However, the ability to work EST or CST hours is preferred. 
• Endless growth - We care about your professional and personal growth. Stretch into areas that interest you and grow with the company as we scale
• Mission Driven - You’ll see the product of your work – directly improving the financial health of thousands of people in the US through access to high quality financial expertise

We also offer great benefits & perks including:

• Competitive salary: We know it’s a competitive market out there, and we offer competitive salaries to our employees
• 401(k) & Employer Match: As a financial health company, we want you to maximize your personal finances. This starts with great retirement savings plans and a match to help you meet your goals.
• Work from anywhere: We're remote first with a home base in NY. WFH or cowork with nearby teammates - it’s up to you.
• Health insurance & wellness benefits: Flexible healthcare options, including dental and vision, as well as healthcare FSA account.
• Equity compensation: As an early stage and equity forward company, we have an employee friendly equity plan with outsized equity compared to big tech companies.
• Generous parental leave: You shouldn't have to choose between work and your family. We recognize the importance of paid parental leave.
• Unlimited vacation: We believe in sustainable hustle, not burnout. Unlimited vacation days with plenty of company holidays.
• Company offsites: Team culture is core to our success. As a remote first company, we host regular team events and offsites to keep our team tight knit and fun!
• Unlimited access to financial professionals: Need advice on your personal finances or taxes? Our Financial Pros are available to you, always.