AI that helps financial advisors grow and spend more time with clients. Backed by Sequoia and ICONIQ.
About the role
We are looking for a mission-driven Customer Success Manager to help make our customer base fall in love with our products. In this role, you will act as the human interface between our Product team and the community of Registered Investment Advisors (RIAs) that use Nevis every day.
What they're looking for
- You have 4+ years of experience in strategy consulting or in client-facing roles within high-growth tech companies
- You have excellent communication skills and exceptional EQ: empathic, thoughtful and to the point. People can’t wait to have a question for you
- You are a practical problem-solver
- You have a borderline-pathological obsession with productivity - Both personal and professional
- Spending time with others and helping them do their best work gives you energy. You love hearing people say “wow” in response to what you have to show them
- You are the one telling your friends and family about new tech products and how to use them
More about this role
Nevis is building the world’s first AI wealth management platform. In just 9 months, Nevis has grown to have over $50 billion of assets under management on its platform and is on track to have over $100 billion by the end of this year. Nevis is also backed by world leading investors and has raised a total of $40 million from Sequoia Capital, ICONIQ and Ribbit. Together it makes Nevis one of the highest funded and fastest growing Series A startups in Europe.
We are looking for a mission-driven Customer Success Manager to help make our customer base fall in love with our products. In this role, you will act as the human interface between our Product team and the community of Registered Investment Advisors (RIAs) that use Nevis every day.
You’ll work directly with some of the most accomplished investment professionals in the world to ensure they can make the most of Nevis, turbocharge their operations and enable them to spend less time at their desk and more with their clients.
You’ll also be in charge of the feedback loop that brings fresh and non-obvious insights from the field into our offices. You’ll work closely with a hyper-talented team of AI engineers, researchers and...
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