Conquest Planning provides financial planning software that integrates AI-driven analytics, real-time collaboration, and open APIs to support advisory workflows. Backed by Canapi Ventures.
About the role
Our customers are our biggest growth lever. In this role, you make sure the banks and wealth management firms using Conquest get the most out of our verifiable AI engine, expand their use cases, and bring more of their people into it – or bring our headless engine to more surfaces. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Lead the customer-facing side of launches for existing customers, including release communications, what’s-new content, and enablement for Customer Success
- Define and execute against product release tiers to drive feature adoption and impact across the business
- Build adoption programs for new and underused capabilities through webinars, advisor training content, email journeys, and CS-led plays
- Set adoption targets with Product and Customer Success for each major release, and report against them
- Support our direct-to-advisor 30-day trial with onboarding messaging, nurture content, and conversion experiments, in partnership with Demand Generation and Product
- Develop compelling customer story narratives that reinforce Conquest’s unique headless engine and the impact it has for advisor workflows, working directly with account teams and customers
More about this role
Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial guidance at scale. Today, the company supports more than 75% of financial advisors across Canada, while SAM has powered millions of financial plans globally. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all.
Conquest was founded by a team of financial technology veterans with a track record spanning more than 30 years in the financial planning software space. Its strategic investors include Goldman Sachs Alternatives, 7RIDGE, Canapi Ventures, Citi Ventures, BDC Capital, TIAA Ventures, USAA, BNY, Portage and Royal Bank of Canada.
The opportunity
Our customers are our biggest growth lever. In this role, you make sure the banks and wealth management firms using Conquest get the most out of our verifiable AI engine, expand their use cases, and bring more of their people into...
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