Product Success Specialist

3 нед. назад

USAMiddleHybrid

Work with financial advisors to automate operational work and grow their business using AI assistant.

Обязанности

Our Product Success Specialist role blends user activation, customer education, product expertise, and scaled programs. You'll build and run onboarding and adoption playbooks that accelerate SMB customers to activate their initial workflows and expand into new ones. You will advise and educate users on the platform, and help us create scaled adoption programs based on your insights.

Требования

3+ years experience in implementation, activation, scale customer success, or similar.
Experience managing a high-volume book of business in a scale, SMB, or similar segment.
Prior experience in a wealthtech/fintech company or financial services firm is a big plus.
Creative, systematic thinker: You continuously think about how to scale or automate workstreams over time.
Proactive problem solver: You identify trends and use them to uncover improvement opportunities and standardize best practices. You identify data and reporting that would uncover new insights and direct our approach.
Builder mentality: You are adaptable and comfortable operating in a fast-paced, ambiguous, high-growth environment.
Strong interest in AI and how it will transform wealth management and financial services.

Условия

$80,000-90,000K base salary
Equity - we're all building this together

Как откликнуться

30-min recruiter screen 
Up to three 30-45-min video or in-office interviews
Offer pending references. 
Total estimated time: ~3 hours

Другое

Apply by Sept 1   |  $80,000-$90,000 base + equity
 
is the #1 AI assistant for financial advisors. We help advisors automate their operational work and grow their business. 5,000+ firms use to turn client conversations into completed work.
We're a venture-backed team, building something that changes how financial advisors serve their clients every day. Every role here is an opportunity to shape the product, the company, and the way an entire industry works. We hire sharp, curious, and kind people who want to do meaningful work and build something from the ground up, together.
 
At , we hire for SHARC - five qualities that define how our best people work and win together.
You move fast without cutting corners. Quick decisions, thoughtful execution - you know when to act independently and when to loop in leadership.
You're a self-starter who celebrates teammates as loudly as your own wins. Humble hustle is your default mode.
Startup life means things shift fast. You lean into change, pivot gracefully, and genuinely enjoy figuring out what's next.
Building something new isn't always smooth. You bounce back stronger, see obstacles as puzzles, and never lose sight of the bigger picture.
You ask the questions others miss. You explore for fun, not just for work - and it shows in the quality of your thinking.
 
Accelerate time-to-value for new SMB customers by building and delivering scalable programs that educate customers on best practices and drive initial activation
Proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption
Track and drive key leading and lagging adoption metrics, and use those trends to develop data-driven adoption strategies and playbooks in collaboration with GTM and Product leadership.
Partner with Product to optimize our in-product UX and onboarding flows
Collaborate with Implementation & Marketing to create new scaled training and education content
Partner with Sales and Account Management to identify expansion opportunities in existing customers
 
This role is based in the Denver area and requires a hybrid work schedule (2-3 days in office)
Background and reference checks required as part of onboarding
Medical: 100% of employee premium covered (UnitedHealthcare Select Plus network, 2 plan options)
Dental: 99% covered - Guardian, $1,500 annual benefit
Vision: 99% covered - Guardian/VSP, $150 frames & contacts allowance
FSA: matches dollar-for-dollar up to $500/year
Unlimited PTO
Paid sick time
11 paid holidays
Birthing parent: 12 weeks fully paid parental leave
Non-birthing parent: 6 weeks fully paid parental leave
401(k) via Guideline - Pre-tax and Roth options; low-cost Vanguard funds
MacBook laptop + Google Workspace, Slack, and Zoom provided
Equity grant - details included as part of your offer
Growth opportunities for high performers after 6 months
Collaborative, low-ego culture with smart, kind teammates
 
AI is an equal opportunity employer. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital, veteran, or disability status. We believe diversity drives creativity, innovation, and success — and we encourage all qualified people to apply.
We may use AI tools to support parts of the hiring process. These tools assist our team but do not replace human judgment. Final hiring decisions are always made by humans.